Noteworthy Tips General Accounts Receivable/Payable Bank Statements Lists Payroll Year End Noteworthy Tips What is the most critical points I should know for accounting and using QuickBooks?
• Everything is date driven. Anytime there is an error or you find something missing on a report in the system, always check the date of the transaction first. That will more than likely be the cause of the problem. • Most everything you do in QuickBooks can be retrieved and edited. There are very few instances where the data is not accessible. Keep this in mind as you start to use the program and are unfamiliar with it. Accu-Service can find your information or data and correct it’s allocation easily. • Keep your accounting system simple, unless you are trained to use a detailed system and are well-versed in QuickBooks. When first using the system, setup the basic features to get you started. Once you have the system up and running for several months and feel comfortable using it, then begin researching how to implement new sections of the software. If at all possible, contact Accu-Service for further consultation and to guide you through the setup process. • Starting a new company fi
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