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Chapter 4. Scheduling Periodic QuickBook... > Performing Daily Activities

Performing Daily Activities

The easiest way to stay on top of the day-to-day transactions of your business is to enter those transactions each day. That sounds simple, but sometimes it’s easy to skip a day or two, and this can create a backlog. The more you allow data entry to pile up, the more time you have to set aside to enter transactions, the more difficult it is to find that time, and the more out of date the information in your QuickBooks reports becomes.

If your business has very few transactions on a daily basis, or if there aren’t any transactions at all on some days, you might find it more convenient to skip a few days before performing the tasks listed in this part of the chapter. I strongly recommend, however, that you not allow more than a week to go by without doing what I call the daily activities.


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