"Quick" Chats w/Kitty: Understanding Undeposited Funds
Tuesday, June 11, 2024
06:00 PM - 07:00 PM
(America - Chicago)
Regular check-ins and support are the foundation of a positive experience when using QuickBooks Online. It is more important than ever to have continuous conversations and to discuss challenges specific to your experience. This monthly call provides a platform to do just that. These sessions are designed to cover specific QuickBooks topics, but to also allow time for your specific questions.
All classes are done live via Zoom and will be held on the 2nd Tuesday of each month. Login
information will be provided with your ticket purchase.
Every wonder why your deposits aren’t “matching” to closed invoices? Have large amounts of undeposited funds in your reports? We often find many of our clients need help cleaning up their Undeposited Funds account, sometimes involving thousands of entries. This can result ts in overstatement of your income at year end and overpaying your tax liability.
We’ll spend this hour walking through the correct process for utilizing undeposited funds, and we’ll demonstrate how to correct it when there is a balance in that account.
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