4th Quarter Planning QuickBooks Online

4th quarter planning QuickBooks Online

4th Quarter Planning QuickBooks Online. Have you thought about this?   It is  something you want to do as we get deeper into the year and as 2018 draws to an end.  So what are the little things you can do to prepare?  How about list clean up?  You can also use the vendor list as a way to tidy up the data.  Use it as a reference to see uniformity in the transactions.  

4th Quarter Planning:  Set the closing date

Really important as you start to navigate into your records that you don't accidentally change anything from a prior closed period.  One that has had a tax return prepared on it. Go to gear (top right corner)>company settings>advanced>set closing date

4th Quarter Planning:  Go thru your lists

In the video below, I demonstrate how to go thru your vendor list and check the categories and edit and make inactive any unused vendors or older vendors you will never see again.  This way you can keep your lists fresh and orderly.  And don't stop with just the vendor lists.   Clean up the customer, chart of accounts and product and services lists too!

QuickBooks Connect: One week away!!!!

Yes, it is only a week away!  OMG!  This is such an exciting conference.  If you are going and haven't already done so, go thru the QB Connect app and create a personal list of sessions you want to go to.  Some of my favorite people are doing some great sessions.  My friend Mariette Martinez is doing one called, "Winning strategies for working with a Gig economy" . Seth David is doing 2 sessions on working with E-commerce clients. Even if that is not your niche, I guarantee you will learn something from him.  

The contest: Join us!

If you haven't already done so, please ask to join our new Facebook group, qb community live.  Follow our journey thru QB Connect 2018.  Watch the live interviews.  Hear about the sessions we attend.  Get a general feel for this fantastic conference.  And don't forget to go to the first post (the announcement for the group) and type in a comment "I want to be in the raffle" .  You could win a 90 minute free bookkeeping or training session with me!  The drawing will close on the last day of the conference and the prize must be used before December 31, 2018.  It can be used for training, bookkeeping services, clean up of records and even clean up of lists like described in this post.  And if you don't need the prize but know someone who does, share the group and post on Artesani Bookeeping Facebook page.  

If you have any questions or would like to see a future video on another topic, please reach out to me on Facebook.

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!