Design Accounting

Design Accounting At Design Accounting, I want to help you minimize your bookkeeping burden and maximize the usability of your business's financial data.

Permanently closed.

I specialize in using QuickBooks Online to create a custom accounting system.

02/09/2022

Are you more than a year behind in your bookkeeping and tax filing? Catch up now to save money on fees.

The Banking Screen-MatchingDon't see a match?Sometimes you will have a lot of transactions for the same type and amount....
01/31/2022

The Banking Screen-Matching
Don't see a match?

Sometimes you will have a lot of transactions for the same type and amount. For example, you may get payments for $500 for a standard service you provide to several customers. So at the beginning of the month several deposits come into your bank, all from different customers but for the same amount. QB will try to match these up accordingly, but as in the previous example, sometimes it may not find the exact vendor/customer to match to. If you don't see the correct transaction suggested, you can click Find Other Matches. This will take you to the screen below where you can select the correct transaction to match to.

01/30/2022

DON'T Fake it 'Til you Make It...
Be Confident in Your Business's Books!
Not quite sure if you’re using QuickBooks Online the way you are supposed to? Do you need training that is specific for you…and not a general video online? At Design Accounting, we would love to teach you the best way to use QuickBooks Online…for your business!

The Banking Screen-MatchingMultiple Matches FoundSometimes there is more than one previously recorded transaction that Q...
01/28/2022

The Banking Screen-Matching
Multiple Matches Found
Sometimes there is more than one previously recorded transaction that QB might try to match to the bank transaction. In the example above, an expense from the bank download is trying to match to an expense recorded in QB, but it found two possible matches. One is a bill payment for $75 on 12/22 and one is an expense for $75 on 12/24, but to two different vendors. When you open this transaction, you can make sure to select the correct vendor/transaction to match to, which in this case is the Expense 76 to Pam Seitz on 12/24. You will notice some bank detail (in this case, PAM SEITZ) will download to this screen and can help you select the correct expense. Once you have found the correct expense, click Match to clear the transaction from the banking screen.

It's a Match!One way to work with transactions downloaded from your bank in the Banking Screen is to match them to trans...
01/27/2022

It's a Match!
One way to work with transactions downloaded from your bank in the Banking Screen is to match them to transactions already recorded in QuickBooks Online.
Auto Matched
In the example below, a Deposit to the bank on 12/24 was recorded in QuickBooks Online. When the transaction downloaded into the banking screen it automatically matched to this previously recorded QB Deposit. All you have to do to clear the transaction from the banking screen is click Match.

The Banking Screen - What Is It? The Banking Screen is where most people spend a lot of time in QuickBooks Online. It ...
01/27/2022

The Banking Screen - What Is It?

The Banking Screen is where most people spend a lot of time in QuickBooks Online. It is where bank transactions can be directly imported from your checking, savings, and credit card accounts.
The first thing to do is connect or link your bank accounts. Once your accounts are linked you can then use the banking screen a couple of different ways:
*Match bank transactions in the bank screen to transactions recorded in QuickBooks Online.
*Add bank transactions from the bank screen to QuickBooks Online.
Which way you use the banking screen depends on your business. Matching often works best for larger small businesses who have a dedicated accounting person who is recording transactions in QuickBooks Online as they happen (not from a bank statement). Adding transactions from the bank feed is usually best for sole proprietors who are tracking expenses after they occur. And more often than not, most businesses uses a combination of matching and adding in the Banking Screen.

01/27/2022

FEELING IGNORED? 🧐

Does your CPA not have time for anything but your tax return?
There is more to small business accounting than just filing the tax return. But oftentimes CPAs are very busy with tax season…and that doesn’t leave them much time to help you with the other aspects of your business.

For a quicker response and more focused solution, contact Design Accounting. Whether it's set-up, clean-up, or training, we are focused on everything that comes before tax filing time.

Visit designacct.com

01/06/2022

Tax season is here! Need help getting caught up on your bookkeeping for 2021 (or before 😬)? Or do you want 2022 to be the year your bookkeeping works for you? Just ask how Design Accounting can help you!

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