Bookkeeping Corner

Don’t let the numbers get you down!
Our Bookkeeping Department is here to help you out, and provide you some great info along the way!

Did you know…

Intuit has been working with financial institutions to develop a more secure method of connecting your QBO account & they are now rolling out new bank feed connections using tokens rather than sign-in credentials and you can change your credentials without affecting your QBO connection.  The result is better security, fewer connection problems & less data interruption issues.  As this feature rolls out, you will receive a message on your bank dashboard in QBO letting you know you need to update your connection on any accounts linked to the participating banks.  If you receive this message and don’t know what to do, give us a call – maybe we can help!

Intuit has re-released QuickBooks Desktop for Mac for 2019 – it’s new and improved and full of enhancements over the last version released in 2016.  If you’re a Mac user, be sure to check it out!

Q: “I haven’t been able to get my books in order or to prepare anything for my accountant over the last few quarters. Year-end is rapidly approaching and I’m wondering when I should start preparing my financials?”

A: Ideally, your record keeping should be set up so that you or your bookkeeper can update your accounts on a monthly basis to be able to generate meaningful financial reports. With C3Workplace, everything we do is designed to meet you where you are and help you get where you want to go. So, if your bookkeeping processes are not where you need them to be, it’s never too late. We can help you organize your accounts and get your financials on track.

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