What QuickBooks’ Calendar Can Do for You

What QuickBooks’ Calendar Can Do for You Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Maybe a smartphone app to […]

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How to Reconcile Accounts in Xero

August 2015 How to Reconcile Accounts in Xero Manual, paper-based account reconciliation is a time-intensive, grueling task. Xero’s tools make it easier and faster. There are probably few financial processes that you loathe more than manual account reconciliation. Matching transactions in the checkbook register to the printed bank statement isn’t so difficult, but the ending […]

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Use Xero’s Tracking Categories for More In-Depth Reporting

May 2015 Use Xero’s Tracking Categories for More In-Depth Reporting Xero offers numerous ways for you to sort and analyze your financial accounts. Tracking categories provide one kind of insightful filtering. Once you’ve spent some time working with Xero, you realize that your paper-and-Excel system was woefully inadequate. Instead of scribbling notes, hunting for documents, […]

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