Why have regular training?

15 March 2023

At Books and Business we encourage all our clients to have regular training on QuickBooks; but why is this so important? 

A recent visit to a client to provide their usual training saw us discussing the importance of what to check when manually entering payments into QuickBooks. Unfortunately, when these payments are not entered into QuickBooks correctly it can cause issues further down the line, which in turn means the accounts take longer to reconcile. 


We showed this particular client that when entering payments manually onto QuickBooks they must double check the bank account from which the payment was made, as well as the date which the payment was issued. This is to ensure that the payment and the transaction, which comes in from the automatic bank feed, matches. When it all matches up reconciliation is quick and simple, which saves time. 


We provide this straightforward QuickBooks training, we talk you through exactly what to check and where, as well as how it should look when reconciled. This ongoing QuickBooks training ultimately saves time and money. As QuickBooks Pro Advisors we can provide bespoke training packages to suit your needs, just get in touch for a quote. 


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