<aside> đź’ˇ Resources

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Templates & Checklists - Trial Balance Adjustment Template

Use the Purge Company link when you set up a new company to get it to a bare bones chart of accounts:

https://qbo.intuit.com/app/purgecompany [Caution - use with care there is NO UNDO ON THIS]

How to Make Sure Your QuickBooks Company File Agrees to Your Tax Return

The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers

I called my company Nerd Enterprises, Inc. with the specific intention of weeding out the “sticks in the mud.”

How do you take your chart of accounts?

Do you like to spend hours building out the most “perfect” (and often useless) chart of accounts?

Or build as you go?

You can get at the details by drilling in.

Ever have a client who entered transactions without a single Vendor Name?

I did.

https://images.unsplash.com/photo-1651152838478-466a963dc590?ixlib=rb-4.0.3&q=80&fm=jpg&crop=entropy&cs=tinysrgb