Bookkeeping End of Year Checklist
Reconcile Your Bank Account.
Catch Up On all Invoices.
Record Missed Transactions. – Search your pockets for receipts
Double Check – Make sure all of your income and expenses have been properly categorized.
Don’t Forget Mileage. – Have you recorded all the time in your car? Your daily commute doesn’t count.
Be sure you’ve [...]
No Debit & Credit Needed to use Simply Accounting Transfer Funds Feature
The Transfer Funds feature in Simply Accounting by Sage quickly records a transfer of funds to or from your credit card, bank, or line of credit accounts without you having to know which one is a debit and which one is a credit.
i. In the Home window, click Banking on the navigation pane.
ii. In [...]
