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TheQBUQuickBooks User
September 2006A Newsletter Dedicated to your
Everyday Success with QuickBooks.
War inner Consulting
1746F South Victoria Ave, Suite 121 u Ventura, CA 93003
Toll Free 8779330404
www.warinnerconsulting.comTidy
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How to fill out tidy up your quickbooks
How to fill out tidy up your quickbooks
01
Open QuickBooks and navigate to the company file that you want to tidy up.
02
Go to the Lists menu and select Chart of Accounts.
03
Review your list of accounts and identify any duplicates or outdated accounts that need to be tidied up.
04
To delete an account, right-click on it and select Delete.
05
To merge two accounts, select the account that you want to keep and click on Edit, then choose Merge Account.
06
Follow the on-screen instructions to merge the accounts.
07
Repeat the process for any other accounts that need to be tidied up.
08
After cleaning up the accounts, you can also tidy up your transactions by going to the Banking menu and selecting Reconcile.
09
Verify that all transactions have been properly categorized and matched with the corresponding accounts.
10
If you find any incorrect or duplicated transactions, make the necessary adjustments or deletions.
11
Finally, run reports to ensure that your tidy up process was successful and that your QuickBooks is now organized and up-to-date.
Who needs tidy up your quickbooks?
01
Anyone who uses QuickBooks to manage their financial records needs to tidy up their QuickBooks.
02
This is especially important for businesses or individuals who have been using QuickBooks for a long time and may have accumulated unnecessary accounts or transactions.
03
Tidying up your QuickBooks can help improve the accuracy and efficiency of your financial management processes.
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