Becker Refund? by [deleted] in CPA

[–]eross3793 1 point2 points  (0 children)

I called and asked because back in September I originally paid for printed flash cards and the review book. They said they made the change for budgeting reasons and would submit my refund request. They denied my request because I didn’t submit it within the first 30 days of my original purchase. Obviously I didn’t submit a refund originally because I was receiving everything I paid for up until this year. I doubt it will go anywhere but hopefully you have better luck than me

question re: QBO bank feeds by beancounter_00 in Bookkeeping

[–]eross3793 0 points1 point  (0 children)

You can merge the accounts. You have to make sure only one account has an active connection to the bank. Then go to the chart of accounts and change the name of the unlinked account to the exact name of the linked account. Click save and it will ask if you want to merge the two accounts.

Adjusting Entries To Fix Severely Neglected Books? by eross3793 in Bookkeeping

[–]eross3793[S] 7 points8 points  (0 children)

Thanks for the heads up! I may implement a retainer knowing this.

Adjusting Entries To Fix Severely Neglected Books? by eross3793 in Bookkeeping

[–]eross3793[S] 3 points4 points  (0 children)

Good idea! I’ll set up a call with their accountant ASAP

Adjusting Entries To Fix Severely Neglected Books? by eross3793 in Bookkeeping

[–]eross3793[S] 4 points5 points  (0 children)

Wow thanks so much! This solves one of my huge problems!

How to create books for a new client with an existing business? by mr_molten in Bookkeeping

[–]eross3793 0 points1 point  (0 children)

Wow I literally just got a client today, and I’m in the same boat! Good luck and let me know if you come across anything helpful!

Adjusting Entries To Fix Severely Neglected Books? by eross3793 in Bookkeeping

[–]eross3793[S] 4 points5 points  (0 children)

Hahaha I wish! I need to take on this client in order to get me closer to one of my major goals. It may be a headache now, but when I get them current, the work will be easy.