Do This, Not That: Maximize Class & Location Tracking
Do This:
Set up recurring transactions in QBO for regular expenses like rent, software subscriptions, and utilities. Automating these entries saves time, ensures consistency, and helps prevent missed or late payments. You can also automate recurring sales receipts, invoices, payments, and journal entries.
Not That:
Don’t manually enter the same bills and expenses every month. Repeating this process increases the risk of errors, duplicates, or forgetting something important that could disrupt your financial records.
Recurring transactions are one of the simplest ways to improve accuracy and efficiency in QBO—just make sure you’re reviewing them periodically to avoid costly mistakes.
Need help identifying what to automate and how to do it right? Let’s connect!
