Crystalynn Shelton, a QuickBooks expert and CPA, shares valuable insights on using QuickBooks effectively for small businesses. She emphasizes the importance of proper training and avoiding common mistakes in QuickBooks. Crystalynn also provides tips for overcoming the fear of numbers and offers advice for DIY bookkeeping. She highlights the significance of staying on track with QuickBooks and setting up for success in the new year. Additionally, Crystalynn discusses how e-commerce businesses can leverage QuickBooks and provides information on where to find her and her services.
Takeaways
Proper training is essential for using QuickBooks effectively. Seek guidance from someone knowledgeable in the software to avoid common mistakes.
Don't be afraid of numbers. Understanding your business's financials is crucial for success. Simplify bookkeeping terminology to make it more accessible.
If you're not comfortable with bookkeeping, consider outsourcing to a professional. They can handle the tasks and provide valuable insights into your business's financial health.
Automate your bookkeeping as much as possible by connecting your bank and credit card accounts to QuickBooks. Use the QuickBooks app to easily track and categorize receipts.
Schedule regular time to review and reconcile your QuickBooks data. This will help you stay on top of your business's financials and make informed decisions.
Meet with a tax planner to ensure you're taking advantage of all available deductions and tax advantages for your business.
Chapters
00:00 Introduction and Background
03:00 The Importance of Proper Training in QuickBooks
06:00 Common Mistakes in QuickBooks
10:00 Overcoming the Fear of Numbers
13:00 Tips for DIY Bookkeeping
16:00 Keeping on Track with QuickBooks
19:00 Setting Up for Success in the New Year
29:00 Leveraging QuickBooks for E-commerce Businesses
32:00 Where to Find Crystalynn Shelton and Her Services
36:00 Conclusion
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Twitter: @CrystalynnPens
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