Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks

Recording credit card transactions in either QuickBooks Desktop or QuickBooks Online is pretty easy to do as long as you have the correct procedures in place to do it accurately.  Over the years, I have seen many different ways businesses have recorded their transactions and how quickly their financial reports can reflect inaccurate data.  Most times when I walk them through the correct way to record these transactions, they are amazed at how simple and accurate it can be.  In today’s episode, I am going to walk you through one of the best processes for recording your credit card transactions and making payments in your QuickBooks file, all the way through saving your receipts and reconciling your credit card statement to ensure you have all your transactions accounted for.  I am also going to mention a few of the ways that I have seen businesses record their transactions so that you can see if you would benefit from this new process in your business.  Listen in today if you are tired of struggling to record your credit card transactions and you are looking for a solution to make it simple and accurate.  This episode is perfect for you if you are if you are getting ready to start your small business, you’re a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant and you are either looking into or already using QuickBooks Desktop or QuickBooks Online… 

Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: 

https://www.financialadventure.com/community

Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

People experience anxiety in so many ways.  Most people try to avoid these feelings, but what if instead of avoiding these anxious feelings, you were able to experience your anxiety?  When you are able to intentionally feel your way through your anxiety, you will experience a much different situation.  Think about the last time you were feeling anxious.  Was it when you had to give a presentation, were you anxious about meeting your new boss, or maybe you felt anxious about getting everything on your to-do list done on time?  If you’re ready to control how you feel about your anxiety so that you can have a more enjoyable life and start changing how you react to your anxiety, let’s dive in…

Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: 

https://www.financialadventure.com/community

I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:

https://www.financialadventure.com/private

Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Hey there, I’m Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you’re listening to this podcast, you’re someone who makes big decisions and solves hard problems, and I have a resource that I’m excited to share with you. If today’s topic about how success means very little if your relationships suffer resonates with you, I’d love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email Info@FinancialAdventure.com and I’ll personally answer any questions you have and send you all the details. 

Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: 

https://www.financialadventure.com/community

I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:

https://www.financialadventure.com/private

Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

One of the questions I receive from my clients is how to transfer funds in QuickBooks Desktop, and QuickBooks Online.  Both have an extremely simple way to do this, but if you are unsure about how to do it, or you do it incorrectly, you could be causing your balance sheet and your income statement to reflect the wrong information.  Recording all your transactions is important to make sure your bank reconciliation goes smoothly.  Making sure each of these transactions is classified to the correct account will not only ensure your transactions are showing up in the correct accounts, but it will also make sure that your balance sheet and your income statement are accurate.  You don’t want to overstate your income by recording a transaction that should have been a simple transfer from one account to another.  Today I am going to talk about how easily you can transfer your funds with one simple entry.  Listen in to this week’s episode if you are getting ready to start your small business, you’re a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant, and you are either looking into or already using QuickBooks Desktop or QuickBooks Online to make sure you are using this simple and effective way to easily transfer funds between accounts…

Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: 

https://www.financialadventure.com/community

Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Have you ever based a decision you were making on intuition?  Do you ever let your intuition guide you in life?  The basic definition of intuition is to understand something immediately, without the need for conscious reasoning.  When you fully understand your wants and needs in life, intuition can be something you rely on.  But what happens when you may not be in sync with what you really want in life?  Is it okay to trust or follow your intuition then?  Let’s dive in…

Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: 

https://www.financialadventure.com/community

I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:

https://www.financialadventure.com/private

Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.