Merritt Bookkeeping Knowledge Base
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Questions about your financial reports

For instance, where is this expense? Why doesn't this match? How do I read these?

  • Using your ADD TRANSACTIONS sheet to notify us of transactions paid for or received in cash, Cash Transfer Apps, or personal funds.
  • How do I review the bookkeeping work so as to ensure accuracy?
  • Why doesn't the total amount of my bank withdrawals in a particular month match the “Total Expenses” number from my Profit & Loss Statement?
  • Can I send you any changes and edits via email?
  • Some months seem to be missing from the reports.
  • Can I pull up an old version of my financial reports?
  • Can you send me a report other than those in the monthly summary reports (such as a General Ledger)?
  • How do I view and download my bookkeeping reports?
  • Why aren't certain transactions showing up on my reports?
  • It looks like some of the bookkeeping was done incorrectly.
  • Can you give me a Cash Flow Statement?
  • Will you keep track of my petty cash balances?
  • Why are you not deducting Entertainment expenses anymore?
  • Why do you have a category called "Payment App Withdrawals"?
  • Why do I see a category in my financials called Wages Payable?

Categories

  • For Accountants
  • Getting To Know Our Service
  • How to use your Transaction Detail sheet
  • Other tips and FAQs
  • Questions about your financial reports
  • Tax Time
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