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QuickBooks Problem solved!

QuickBooks Setup, Troubleshooting, and Training

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QuickBooks Setup, Troubleshooting, and TrainingI love it when I work with a client to troubleshoot their QuickBooks file, and I accidentally find them money, or solve a dispute. This week I helped a company whose QB for Mac was set up a long time ago, and has been used incorrectly ever since.

I showed them how to properly invoice and receive payments from customers. In the process, we uncovered a discrepancy between what the contract said they were supposed to pay, and what they actually paid.

This information will allow them to get back on track with the project!

We didn’t set out to solve that particular problem, but it’s amazing what information you can uncover about your business when your QuickBooks is set up, and used, properly!

If you find yourself keeping your sales figures in your head, let me help you organize them by client, product, and project!

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
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