Managing Duplicate or Outstanding QuickBooks Transactions

 

QuickBooks can do everything your small business needs it to do, but it’s only as good as the data you put into it. Add into that the fact that some transactions just wind up outstanding, and you can wind up looking at accounts with obviously overstated balances.  Fortunately, the Sleeter Group offers some advice on how to manage those issues.

First, you need to be able to link transactions to avoid duplicates and outstanding transacitons in the first place. Then, you also need to know how to find outstanding transactions, which the post goes through step-by-step. Then, you need to be able to close or fulfill those open transactions, depending on the transaction’s status.

Bernard Roesch About Bernard Roesch

Bernard Roesch is co-founder and Managing Partner of Mission Consulting. Bernard’s background in the early years of his career was spent in the manufacturing sector, making his QuickBooks perspective a unique one – he understands the intricacies of a complex environment and then applies his strategic skills accordingly.