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Showing articles from QBO tag

Moving Bank Charges and Deposits out of Purgatory and to the Bank Register

POLICY: bank charges and deposit are to be moved out of the "purgatory" account 2-3 times per week. When there are transactions to review in the bank or credit card accounts in QBO, the Bookkeeper review these transactions and moves them into the bank register. Here is a how-to video:

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