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Common Mistakes in QuickBooks

What to Do When Your QuickBooks Are a Mess

Posted by Megan Davis on  August 6, 2026
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Category: Podcast
In Episode 33 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis tackle a challenge many business owners eventually face: What should you do when your QuickBooks are a mess? Listen to Episode 33! Whether you’ve fallen behind on bookkeeping, inherited disorganized records, or simply aren’t confident that your financial reports are accurate, you’re not alone. The good news is that messy books can be cleaned up with the right process—and the experience can
When you are comfortable with your numbers
In Episode 32 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis explore one of the newer payment features in QuickBooks: Contractor Payments and Vendor Payments. Listen to Episode 32 As more businesses move away from paper checks and manual payment processing, QuickBooks offers built-in tools that can simplify accounts payable while reducing the need to handle sensitive financial information. However, understanding when to use each payment option—and how they differ—is essential for maintaining
Must Have Tools for Lee Davis and Company

11 Essential Business Tools That Help Small Businesses Stay Organized and Grow

Posted by Megan Davis on  July 7, 2026
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Category: Podcast
In Episode 31 of QuickBooks Mastery for Small Business Success, Erica Northrup steps away from accounting to discuss something every successful business has in common: the right systems and tools. Listen! While QuickBooks is the foundation of financial management, running a successful business requires much more than bookkeeping. From marketing and scheduling to document management and project tracking, the right software can help businesses become more organized, improve client communication, and save valuable time. Erica shares the

A Real-World QuickBooks Lesson: Avoiding Duplicate Customer Charges

Posted by Megan Davis on  July 2, 2026
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Category: Podcast
In Episode 30 of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup welcome special guest John Buschbaum, founder of Envirespect Land Services. As a surveyor, forester, wetland scientist, septic designer, septic evaluator, and forester, John manages a busy business with many moving parts. Listen! Like many small business owners, John wears multiple hats. Along with serving his clients, he also manages the financial side of his business—a challenge that many entrepreneurs can relate to.
Choosing the right Form

Using QuickBooks Payments, the Bank Feed, and Time Tracking Effectively

Posted by Megan Davis on  July 1, 2026
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Category: Uncategorized
In Episode 29 of QuickBooks Mastery for Small Business Success, Lee Davis and Erica Northrup discuss three features that can improve efficiency for business owners when used correctly: QuickBooks Payments, the Bank Feed, and Time Tracking. Each of these tools is designed to simplify everyday business operations. However, like any feature in QuickBooks, success depends on understanding how they work and using them properly. Listen! QuickBooks Payments: Making It Easier to Get Paid One of the biggest
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