Bookkeeping QuickBooks Cleanup Help Questions before the call
Short answers for an owner who is already in the file. The long version of any of these is the call, and the password still stays put.
Do you need the password?
No. The file can stay open on your screen, or you can export the one report we name. A password typed into a form is a secret in the wrong place. If a bank feed needs a fresh sign-in, you do that sign-in yourself.
What if the feed has gone quiet?
Compare the statement date with the last line in the file. If the statement is newer, the feed is behind and the month stays open. If they match, the quiet may be real. Either way we do not close on a partial story.
Can a deposit be something other than a sale?
Yes. It can be the owner moving money in, a refund from a vendor, or a transfer between accounts the owner already holds. A sale needs a customer and something that was delivered. Without those, we leave the line unnamed.
What if a year was already filed?
We read that year before we change a line it used. Cleanup of the open month is not a back-door edit of a return that already went out. If the filed year itself needs a look, that is its own scope.
Do you run payroll?
No. We set payroll up beside the provider you already run, and we post from that provider's report. Payday stays on the provider's calendar. Filing payroll forms, and holding that company's login, sit outside this practice.
Is a price listed anywhere here?
No. A price without a scope is a guess, and this site does not guess. The call is a conversation. A written scope, with the months and the fee in it, is what begins the work. Until then you are not a client.
Bring one question.
One question is enough. Leave the password out of it.
You will be talking to the Steven Palmieri practice.