In all my years of offering QuickBooks help to people, I see over and over again the frustration, anger, and even the sense of betrayal people feel when their bookkeeping is not going well.
Do you get tired of sitting in front of the computer, inputting data and running reports? Maybe you’re just not sure which screen to use and when to use them, and maybe your reports don’t look right… but you can’t figure out why.
You’ve probably thumbed through one of those QuickBooks help books – there are lots of them out there, and new ones come out every year. These how-to guides are great, but let me ask you something:
No? You haven’t? I’m not surprised. Most people who buy those books have great intentions of reading them…
We all have things we’re good at. You might be a lawyer, a plumber, or a doctor. You’re good at what you do, and because you’re an expert in your field, you often know when somebody is making a mistake, even if they don’t know it.
You know how to help them, and that’s why they come to you. Because you know things they don’t know.
Have you ever felt the frustration of seeing people make unnecessary mistakes, knowing you could help them?
I’ve been a professional, self employed bookkeeper for 13 years. Over time I discovered that there are common mistakes many people make in QuickBooks. I kept training clients on repe ive problems I was seeing over and over.
None of these people knew that they were making the same mistakes that many other people make. Many of them didn’t even realize they were making ANY MISTAKES AT ALL until I pointed it out.
I know you’ve seen the adverti ts. Intuit, the maker of QuickBooks, makes it sound so easy and effortless.
But the reality (as you have probably figured out), is that QB is NOT easy or effortless, especially for the average business owner.
There are SO MANY opportunities to make mistakes in QB, it’s no wonder that there are common mistakes people make over and over.
Don’t ume that QB is automated. It’s NOT. Don’t ume that it will tell you when you’ve done something wrong. It WON’T.
Regardless of what the adverti ts say, you still need to know WHEN to do WHAT, and WHY. QB doesn’t just automatically do what you need, when you need it.
Do hammers drive nails into wood on their own? Of course not. You have to do it. You have to know HOW and WHERE to use the hammer. You also know WHICH OTHER tools to use with it… nails, for example.
But driving nails into your DINING ROOM TABLE is probably not a good idea. Driving a nails into your WALL might be a good idea, if you want to hang pictures there.
The problem is that people don’t know where to “drive the… 
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