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Basic Accounting for QuickBooks Part 2

Basic Accounting for QuickBooks Part 2

Posted by Megan Davis on  May 21, 2026
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Category: Podcast
Connecting Basic Accounting to QuickBooks: Put Your Accounting 101 to Use In this episode of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup build on the accounting concepts discussed in the previous episode and explain how those concepts connect directly to QuickBooks. Listen! Many business owners understand some basic accounting terminology, but they struggle to apply that knowledge inside QuickBooks. According to Lee, part of the challenge is that QuickBooks uses its own terminology and workflows, which can
Basic accounting

Basic Accounting for QuickBooks

Posted by Megan Davis on  May 14, 2026
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Category: Podcast
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Basic Accounting Concepts Every Business Owner Should Understand In this episode of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup break down some of the most important basic accounting concepts business owners need to understand. Listen! For many entrepreneurs, accounting terminology can feel intimidating. But understanding these foundational concepts makes it much easier to properly set up and use QuickBooks. It can also help business owners: Make better financial decisions Understand reports more clearly Avoid costly tax mistakes
Which QuickBooks product is right for you?

The Three QuickBooks Workflows

Posted by Megan Davis on  May 14, 2026
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Category: Podcast
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The Three QuickBooks Workflows Every Business Owner Should Understand In this episode of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup discuss three essential workflows that help keep your QuickBooks organized and accurate. Listen! According to Erica and Lee, one of the biggest reasons QuickBooks becomes messy is that people often learn bookkeeping processes incorrectly from others. Over time, those small misunderstandings create larger financial problems. The key is finding a system that works—and using the correct forms consistently.
Choosing the right Form

Choose the Right Form in QuickBooks

Posted by Megan Davis on  May 13, 2026
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Category: Podcast
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Choosing the Right QuickBooks Form: Why It Matters More Than You Think In this episode of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup discuss an important—but often misunderstood—part of using QuickBooks correctly: choosing the right form for your transactions. Listen! At first glance, forms like Bills, Checks, and Expenses may seem interchangeable. But using the wrong form can create inaccurate reports and confusion in your financial records. Why the Correct Form Matters Choosing the right form affects how your
Common Mistakes in QuickBooks

Fix this First in QuickBooks

Posted by Megan Davis on  May 12, 2026
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Category: Podcast
What Should You Fix First in QuickBooks? In this episode of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup discuss one of the most common questions business owners ask when their books feel messy or overwhelming: Where do I even begin? When bookkeeping problems start piling up, it’s easy to feel stuck. But according to Erica and Lee, the best place to start is often the issue that’s causing the most stress or uncertainty. Listen! Start With
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