From Spreadsheet to Document: How to Merge Excel Data into Word
Learn how to save time and create personalized documents by merging Excel data into Word. Whether you're creating letters, invoices, or certificates, this simple process helps you automate the tedious task of filling in repetitive information.
Simple Google Sheet for Tracking Business Finances
Discover how to manage your business finances with a simple Google Sheet template. Track income, expenses, and calculate profit easily, no accounting software required!
Stay Ahead This Year: How Your Bookkeeper Can Keep You on Track
The new year brings fresh opportunities, but staying on top of your books can be overwhelming. A trusted bookkeeper can help you stay organized, meet tax deadlines, and keep your business running smoothly. In this post, we’ll show you how having the right support can set you up for success this year.
Understanding the Profit and Loss Statement: A Simple Guide for Entrepreneurs
Discover how the Profit and Loss (P&L) statement can empower your business decisions. This guide simplifies the essentials—revenue, expenses, and profit—so you can manage your finances effectively. Perfect for entrepreneurs aiming to enhance financial clarity and strategic planning.
Understanding the Balance Sheet: A Simple Guide for Entrepreneurs
Understanding your balance sheet is crucial for the success of your business. In this guide, we’ll break down the balance sheet into simple, manageable parts. Using a relatable example from an Airbnb business, we’ll show you how to read and interpret this important financial document.
A Guide for DIY Bookkeeping: Customizing Your Chart of Accounts
Your Chart of Accounts (COA) is like a personalized map for your business finances. While standard options in accounting software are a good start, customizing your COA is like tailoring a suit—it fits your business perfectly. Whether you’re running a restaurant, landscaping company, or art gallery, a well-crafted COA helps you track exactly what matters most to your business’s financial health. It’s your story told through numbers.
Record DoorDash Payouts in Your Accounting System
Managing your sales and deposits from third-party platforms like DoorDash, Uber Eats, LunchDrop, or GrubHub can seem daunting, but it doesn't have to be! In my latest blog post, I break down the process of recording these transactions in your accounting software, whether it's QuickBooks, Xero, or any other system.
Reconciling Deposits: Navigating Chase, Toast, and QuickBooks with Ease
This insightful guide is tailored for restaurant owners but welcomes anyone curious about keeping their financial records in tiptop shape.
Recording Payroll from a Third-Party Provider in QuickBooks Online
When you use a third-party provider to handle payroll, you still need to record the payroll expenses and liabilities in QuickBooks to keep your financial records accurate. This ensures your books reflect the true cost of payroll, including wages, taxes, and any other deductions. Here's a step-by-step guide on how to do it.
QuickBooks: Using Rules
Tips for Using Quickbooks Rules
QuickBooks can be a lifesaver for managing your money, but sometimes it feels like it's speaking another language, right? Well, fear not! We're here to break down one tricky feature – QuickBooks Rules – and show you how to use them like a pro without getting lost in the financial lingo.