Resources
Not Sure Where Your Books Stand?
Many contractors don’t realize how far off their books are until it becomes a problem. A quick review can help you understand what needs attention and what can wait.
Blogs
JobTread and QuickBooks Online Bookkeeping: 9 Mistakes to Avoid
Using JobTread and QuickBooks Online Bookkeeping? Learn how to avoid duplicate transactions, incorrect job costs, reconciliation issues, and reporting errors.
Xero Chase Credit Card Duplicate Transactions: Why Transactions Are Duplicating Suddenly
Learn how Xero’s Chase credit card feed changes can cause duplicate employee card transactions, reconciliation problems, and inaccurate balances.
What Happens When You Delete an Invoice in QuickBooks?
Learn what happens when you delete an invoice in QuickBooks Online, including the impact on income, Accounts Receivable, payments, reports, and CRM or invoicing software integrations.
Construction Bookkeeping in Xero: Why Your Numbers May Be Off
Learn how construction bookkeeping in Xero works and what can cause inaccurate numbers, including bank-feed errors, duplicate transactions, CRM integrations, job-costing mistakes, loans, payroll, and more.
Fixing Historical QuickBooks Messes: How to Clean Up 5+ Years of Bookkeeping Errors
Opening an old or poorly maintained QuickBooks Online file can feel overwhelming, especially when you feel like you will need to be fixing historical QuickBooks messes. The bank accounts may not be reconciled. Undeposited Funds may contain years of customer payments. Accounts Receivable may include invoices that were paid long
How to Clean Up Undeposited Funds in QuickBooks Online (Without Making It Worse)
If you’ve opened your QuickBooks Online Balance Sheet and noticed a large balance sitting in Undeposited Funds, you’re not alone. For many business owners, Undeposited Funds becomes one of the most confusing accounts in QuickBooks. I’ve seen businesses with balances that are only a few hundred dollars, while others have