by admin | Jan 23, 2026 | Uncategorized
A client accidentally sent a $4,800 invoice to a customer they hadn’t worked with in three years. The old customer name was still in their active list, they selected it by mistake while rushing through invoices, and hit send before catching the error. The...
by admin | Jan 23, 2026 | Uncategorized
How to Track Vendor Credits in QuickBooks (Before You Lose Hundreds in Unclaimed Refunds) I recently helped a client reconcile their vendor accounts and discovered $3,400 in vendor credits they’d completely forgotten about. The credits were sitting there—valid,...
by admin | Jan 5, 2026 | Uncategorized
A client recently told me they were owed $47,000 in overdue invoices. When I looked at their QuickBooks settings, I found the problem in 30 seconds: their invoice terms were set to “net 30” when their industry standard was “net 15,” and they...
