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Articles2025-10-05T22:12:55+00:00
  • Using journal entries in a QBO cleanup without messing up the books

Using journal entries in a QBO cleanup without messing up the books

When you’ve got a problem in QuickBooks Online, the ‘easy fix’ is making a journal entry...right? As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books! The key is knowing which is which and what goes on inside QBO when you create journal entries to make corrections. I'll share my tips and best practices for using journal entries in a QBO cleanup without messing up the books.

  • Tips for taking on a massive QuickBooks Online cleanup

Tips for taking on a massive QuickBooks Online cleanup

Are you taking on a big QuickBooks Online cleanup project and not sure where to get started? I’ve been in your shoes, but after years of performing QBO cleanups, I've developed a system for organizing my cleanup projects from start to finish. I want to share my tips for taking on a massive QuickBooks Online cleanup, to help you confidently take on even the toughest projects.

  • The virtual bookkeeper's guide to understanding PayPal

The virtual bookkeeper’s guide to understanding PayPal

Does the thought of working with PayPal transactions make you want to run and hide? PayPal bookkeeping can be very complicated, even for the most experienced virtual bookkeeper. I definitely struggled to understand the ins and outs of how it works at first. Now I want to share my experience with you. I'm going to show you the essentials of how PayPal works so you can tackle your client's PayPal transactions with more confidence in this virtual bookkeeper’s guide to understanding PayPal.

  • How to effectively communicate your value as a bookkeeper - Part 2

How to effectively communicate your value as a bookkeeper – Part 2

Virtual Bookkeepers can spend a lot of time trying to build up their client list. Unfortunately, it's hard to grow a business when you are underpricing your services and working overtime, just trying to earn a living. A better approach for building a successful bookkeeping business is to selectively take on clients who value what you do, and pay what your services are really worth. How do you get those kind of clients? Well, if you want high-quality clients, you need to know how to effectively communicate your value as a bookkeeper.

  • How to effectively communicate your value as a bookkeeper - Part 1

How to effectively communicate your value as a bookkeeper – Part 1

If you want to attract new clients and get paid what you’re worth, you need to communicate your value. How do you effectively communicate value as a bookkeeper? That’s something I struggled with at first. It took me a while to figure out that the things my clients valued weren’t always what I expected. In this two-part series I‘m going to show you the biggest lessons I’ve learned about communicating your value to your ideal clients.

  • When is it time to hire an e-commerce accountant?

When is it time to hire an e-commerce accountant?

Handling your own books may be the only option when you first open your online store, but as you grow, you need to free up your time and get help with more complex bookkeeping and accounting issues. So, how do you know it’s time to seek help from an expert? Keep reading to learn 5 signs to help you determine when it is time to hire an e-commerce accountant.

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