@melissa.san.roman: Here are 3 things every business owner should check: 1️⃣ Categorize AND reconcile your books Reconciliation means matching every bank account, credit card, and loan to its statement—not simply categorizing transactions. 2️⃣ Record assets and loans correctly Vehicles, equipment, deposits, and loan balances should be properly recorded and connected. Attach purchase documents and label vehicles with VINs when helpful. This can affect depreciation and your tax strategy. 3️⃣ Match payments to invoices If you create a $100K invoice and record the customer’s payments as new sales instead of matching them to the invoice, QuickBooks may count the income twice. 😳 BONUS: Estimate your year-end profit: Net income to date ÷ months completed × 12 Accurate books = smarter tax planning and fewer expensive surprises. Follow me for more QuickBooks tips.

Melissa San Roman

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Thursday 13 August 2026 15:50:39 GMT