06/12/2026
What NOT To Do In QuickBooks Online
Reconcile your accounts only once a year.
I know it’s tempting.
Tax time rolls around, your accountant asks for reports, and that’s when you finally open QuickBooks to see what’s going on.
The problem?
A year’s worth of mistakes can pile up before anyone notices.
❌ Missing transactions
❌ Duplicate entries
❌ Bank feed errors
❌ Uncashed checks
❌ Fraudulent charges
❌ Incorrect account balances
When you reconcile monthly, issues are easier to find and fix.
When you wait until year-end, you’re searching for one mistake among thousands of transactions.
Think of reconciliation as a monthly health checkup for your business finances.
Your books should tell you what’s happening in your business today—not what happened 12 months ago.
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