075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works

You know how necklaces somehow tangle themselves just by existing in the same drawer? Yeah... I'm weirdly good at untangling them. It's a skill I actually take pride in—probably because I've watched a lot of Survivor, and untangling knots under pressure is practically a life skill on that show. But here's the thing—we don't want our QuickBooks to be that tangled mess in the first place. When you let things pile up—uncategorized transactions, unreconciled accounts, mystery expenses—it's like throwing all your business finances into a drawer and shaking it up. Then, when tax time or decision time comes you're stuck untangling a mess that didn't have to be a mess. So in today's episode, I'm giving you a super simple monthly routine to keep your QuickBooks smooth, organized, and totally untangled. We'll walk through a 5-step flow—categorize, reconcile, review your numbers, and two things people always forget: tracking mileage and uploading receipts.   If you're ready for a QuickBooks system that actually works and keeps you caught up in under an hour a month, this one's for you!   "Each month, run through this checklist:" Categorize your transactions Reconcile your accounts Review your reports Track your mileage Upload those receipts → "Put this on your calendar—it can be a date with your numbers. Light a candle. Turn on a playlist. Make it part of your CEO routine."   Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: [email protected] Instagram: @erika_millard   Take Home Target erikamillard.com/takehometarget   Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget   Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks   Don't forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist    I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck    Happy Bookkeeping!