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Episode 23: The 3 QuickBooks Workflows Every Business Owner Needs to Get Right
Episode TitleEpisode 23: The 3 QuickBooks Workflows Every Business Owner Needs to Get Right
Questions to Reflect On
Mentioned in This Episode
Timestamps
In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the three core QuickBooks workflows every small business owner needs to understand: money in, money out, and month-end.
They explain why messy QuickBooks files are often not caused by one big mistake, but by inconsistent workflows repeated over time. Lee shares how business owners often rely too heavily on the bank feed, skip important steps, mix up forms, or fail to close out the month properly.
This episode helps business owners see QuickBooks as a system — not just a tool — so they can build cleaner books, more reliable reports, and better financial clarity.
Key Takeaways- Most QuickBooks problems are really workflow problems.
- The three essential workflows are money in, money out, and month-end.
- A consistent money-in workflow helps prevent missing or double-counted revenue.
- A clear money-out workflow helps business owners understand what they owe versus what they have already paid.
- Month-end review turns QuickBooks from data entry into decision-making.
- Consistency matters more than perfection when building better QuickBooks habits.
Questions to Reflect On
- Is your money-in process consistent every time revenue enters your business?
- Are you clearly tracking the difference between bills, expenses, checks, and payments?
- Do you close out each month, reconcile accounts, and review your reports?
- Are your QuickBooks reports giving you clarity — or creating more confusion?
Mentioned in This Episode
Free QuickBooks Clarity Scorecard
Download at: https://lee-davis-and-company.aweb.page/unlock-clarity-free-scorecard
Send Us Your Questions:
Related Episode:
Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks
Recommended Resources- QuickBooks Clarity Scorecard
- Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks
Timestamps
00:00 — Why QuickBooks Workflows Matter
01:04 — Why QuickBooks Problems Often Start with Workflow
05:27 — Workflow #1: Money In
14:23 — Workflow #2: Money Out
22:06 — Workflow #3: Month-End Process
37:59 — Where to Start if Your QuickBooks Feels Inconsistent
Call to ActionIf you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.
Download our free QuickBooks Clarity Scorecard to see whether your QuickBooks setup is giving you the financial insight you need.
Have a QuickBooks question? Send it to [email protected] — your question may be featured in a future episode.
View all episodes
By Erica Northrup & Lee DavisEpisode TitleEpisode 23: The 3 QuickBooks Workflows Every Business Owner Needs to Get Right
Questions to Reflect On
Mentioned in This Episode
Timestamps
In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the three core QuickBooks workflows every small business owner needs to understand: money in, money out, and month-end.
They explain why messy QuickBooks files are often not caused by one big mistake, but by inconsistent workflows repeated over time. Lee shares how business owners often rely too heavily on the bank feed, skip important steps, mix up forms, or fail to close out the month properly.
This episode helps business owners see QuickBooks as a system — not just a tool — so they can build cleaner books, more reliable reports, and better financial clarity.
Key Takeaways- Most QuickBooks problems are really workflow problems.
- The three essential workflows are money in, money out, and month-end.
- A consistent money-in workflow helps prevent missing or double-counted revenue.
- A clear money-out workflow helps business owners understand what they owe versus what they have already paid.
- Month-end review turns QuickBooks from data entry into decision-making.
- Consistency matters more than perfection when building better QuickBooks habits.
Questions to Reflect On
- Is your money-in process consistent every time revenue enters your business?
- Are you clearly tracking the difference between bills, expenses, checks, and payments?
- Do you close out each month, reconcile accounts, and review your reports?
- Are your QuickBooks reports giving you clarity — or creating more confusion?
Mentioned in This Episode
Free QuickBooks Clarity Scorecard
Download at: https://lee-davis-and-company.aweb.page/unlock-clarity-free-scorecard
Send Us Your Questions:
Related Episode:
Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks
Recommended Resources- QuickBooks Clarity Scorecard
- Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks
Timestamps
00:00 — Why QuickBooks Workflows Matter
01:04 — Why QuickBooks Problems Often Start with Workflow
05:27 — Workflow #1: Money In
14:23 — Workflow #2: Money Out
22:06 — Workflow #3: Month-End Process
37:59 — Where to Start if Your QuickBooks Feels Inconsistent
Call to ActionIf you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.
Download our free QuickBooks Clarity Scorecard to see whether your QuickBooks setup is giving you the financial insight you need.
Have a QuickBooks question? Send it to [email protected] — your question may be featured in a future episode.