A sample invoicing and payment tracking system designed to help small businesses stay organized and get paid on time. The system combines professional invoices and receipts with payment tracking, due dates, status updates, and follow-up reminders for a clear view of outstanding and completed payments.
0
79
Made a mistake on Quickbooks with reconciling accounts and need a redo?
Fortunately Quickbooks offers the option (only to the accountants/bookkeeper) to undo any reconciled accounts and reconcile them properly.
I recently ran into this situation with my clients books; expenses being wrongly categorized AND mis-matched to the wrong payment method.
Here's a screenshot of where you go to undo a month.
Note** if you want to undo September, you first have to undo October. Same if you want to undo January, you have to undo all the months after.
18
235
A sample client onboarding system designed to create a smooth, organized experience from the first discovery call through the start of services. The workflow includes document collection, file organization, onboarding milestones, and clear client communication to keep the process efficient and easy to follow.
1
132
