Top 7 QuickBooks Mistakes Small Business Owners Make (and How to Fix Them)

It’s not QuickBooks’ fault, we promise.
Top 7 QuickBooks Mistakes Small Business Owners Make (and How to Fix Them)
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QuickBooks can feel like magic — until it feels like a mystery novel where you’re both the detective and the murder suspect. Here are the top mistakes we see all the time, and how to avoid becoming one of “those” business owners:

🚩1. Setting it up without a clue

→ Fix: Let us help you set it up properly. Your future accountant will thank you (and so will the IRS).

🚩2. Mixing personal and business expenses

→ Fix: Reconcile like it’s your gym membership — regularly, even if it’s painful.

🚩3. Forgetting to reconcile accounts monthly

→ Fix: Let us help you set it up properly. Your future accountant will thank you (and so will the IRS).

🚩4. Creating random income categories like “Payments from Steve”

→ Fix: Use proper categories. “Steve” is not an accounting term (yet).

🚩5. Not backing up your data

→ Fix: Cloud is great, but still—download reports regularly. Don’t put your faith in one Wi-Fi connection.

🚩6. Ignoring unpaid invoices

→ Fix: Set up auto-reminders and follow up. You’re not a charity.

🚩7. Doing it all yourself when you don’t want to

→ Fix: Book a QuickBooks training session with us. We’ll guide you through it, step-by-step, no jargon, no judgment.
Running your business is hard. QuickBooks doesn’t have to be.