Yeah, Runnin’ Down A Dream
Posted on August 7, 2020

“Workin’ on a mystery, goin’ wherever it leads.” -Tom Petty

The classic Petty lyric, “goin’ wherever it leads” reminds me of digging into a client’s messy set of books. Transactions had been integrated and duplicated, making the customer payments and vendor payments a mess!

I find the easiest way to dig into QBO, is to pull up a second web browser and another QBO file that you can view at the same time. You can have the bank register on one screen and your customer/vendor profile on another to get a clear picture of where everything went.

This is a huge benefit of online over desktop. You can view different transactions in the same books on multiple screens! It’s such a simple thing but when you’re working on a bookkeeping mystery this trick makes it… “like anything is possible!” #knowyourbooks #ildertonbookkeepingllc #QBOtips

Sullivan’s Island, SC