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Migrating Accounting Records to QuickBooks If you are migrating from an old accounting system into QuickBooks you may want to migrate accounting records into the QuickBook system. In this episode Bernard Roesch explains the migration process and how to get certain accounting records into QuickBooks. If you have any questions about this podcast episode, please […]

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How to Log Chargebacks and Refunds It’s important to have good accounting records for your business. Tracking refunds is important so that you can see the impact of refunds on your business and track individual customer refunds appropriately. In this episode, Bernard Roesch explains how to track refunds appropriately within QuickBooks. If you have any […]

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If you run multiple businesses, it’s important that you keep the records of each business accurate. This is not as simple as just using QuickBooks for both businesses. In today’s episode, Bernard Roesch explains important factors to consider with how to structure multiple businesses within QuickBooks. If you have any questions about this podcast episode, […]

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As a business owner, you are ultimately accountable for the finances of your company. In order to manage and improve your finances, it’s important that you keep track of expenses, especially as your company grows or changes.   Best Practices for Monitoring Expenses The first step to being able to monitor your expenses is to […]

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As a business owner, you need to be sure you collect payments from your clients and customers. However, there are sometimes situations where you can’t collect payment. It’s important to organize this bad debt within QuickBooks carefully. In today’s episode, Bernard Roesch will share how to track bad debt within QuickBooks. If you have any […]

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If your business processes credit card payments, its absolutely critical that the ability to process payments does not stop. This could be incredibly disruptive in your business and there are a number of things that you can do to mitigate downtime with processing payments. In this episode, Bernard Roesch explains the causes of payment processing […]

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In order to run your business, you probably need to process credit cards. But in some cases, you may wish to move from one merchant processor to another. The process can be quite complex if you had not done it before. In this episode, Bernard Roesch explains the complex process to switch from one merchant […]

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Many businesses use merchant processors to process credit card payments. When you process a payment, you will most likely need it to operate your business. However, its possible for merchant processors to place holds on your money and not provide it to you in a timely manner. In this episode, Bernard Roesch explains why merchant […]

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To process credit card payments, you must have a merchant processing account. When you shop around to get setup with a merchant processing account, it can be quite confusing to compare companies. There are many different pricing models and different companies present the pricing in different ways. In today’s episode, Bernard Roesch will explain how […]

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We’ve talked in other episodes about choosing the right merchant credit card processor for your business. Once you have merchant processing in place, it’s important to have best practice security protocols to keep the credit card information secure. Not only is this a best practice for the benefit of your customers but it will also […]

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