Learning to reconcile with QuickBooks Online is a starting step for using QuickBooks to manage books. QuickBooks is a handy tool to help you reconcile your accounts without using any external tools.  In this article, we walk through the reconciliation process in QuickBooks, address common issues, and provide useful tips. Search for “Reconcile” in…

Our free Bank reconciliation template provides a simple way to reconcile your cashbook with your bank statement. Hit the download button and follow our guide to learn more. <Not final link> Example of our Excel bank reconciliation template: How to do bank reconciliation? Bank Reconciliation is the process of matching the company’s cashbooks…

Our free Bank reconciliation template provides a simple way to reconcile your cashbook with your bank statement. Hit the download button and follow our guide to learn more. <Not final link> Example of our Excel credit card reconciliation template: How to do credit card reconciliation? Credit card reconciliation is the process of matching credit…

Years ago, suppliers and buyers lined up at auction houses to wheel and deal, negotiating in person to find the best product at the best price (for both parties). It goes without saying that the Internet killed the auction house for everyday B2B solicitation, but the model remained. Though negotiations were digitized and distant, most…

People buy insurance policies with the hope that in the event of an unfortunate loss or damage to the insured assets, their deprivation will be suitably compensated by the insurance provider at the earliest. Once loss or damage occurs, the compensation payment process is initiated by sending the First Notice of Loss (FNOL). The…

If you run a daycare, you’ll probably end up going through a lot of baby wipes. Critical in caring for babies and young toddlers, baby wipes need to be replenished regularly, ensuring that your daycare center always has some on hand. If baby wipes run out, the babies will receive sub-standard care and staff members…

Managing a multitude of documents efficiently is a common challenge. Many individuals and professionals often find themselves juggling multiple PDF files, each containing essential information. Combining PDF files arises from the need to streamline document organization and enhance accessibility. This blog aims to guide you through the process of merging PDF files, offering a…

In the world of business, efficiency and accuracy are key. One critical aspect where these qualities play a vital role is in the handling of purchase orders. A purchase order is more than just a document; it's a fundamental component of business transactions, governing the purchasing of products or services. Traditionally, managing purchase orders has…

Submitting an insurance claim is often tedious for customers and underwriters alike. Collecting documents, filling forms, and waiting for decisions are frustrating, with lots of manual overhead and outdated document management systems. This represents significant inefficiency — Accenture estimates a whopping $160 billion productivity loss over five years across the global insurance industry. The introduction…

Expense management, at its core, is the methodical process by which a business tracks, verifies, and processes every financial expense incurred in its operations. This encompasses the crucial tasks of recording expenditures. ensuring expenditures align with company policies. ensuring expenditures are approved by the right people. analyzing expenditures for better fiscal oversight and strategic…