7 Steps to Take When You Open QuickBooks

7 Steps to Take When You Open QuickBooks

What do you do when you first log into QuickBooks? Maybe you’re there frequently and just popping in to look something up or fire off a quick invoice. If that’s the case, it’s not recommended that you take all these steps every time you open the program. But if you launch QuickBooks only once or twice a week, you should start a new habit by taking these actions every time you visit.

The recommended steps might seem excessive at first. After all, how much can change in a few days? A lot.

One of your connected accounts could have been hacked, and as a result, you may have bogus transactions coming in. There might have been a run on an item you’re selling, and you need to do some inventory management. Or you may find that a customer has slipped into past-due status on an invoice. So it’s important to take this advice seriously. Here are seven recommended steps to take.