Hey community,
I am new to ATX for this upcoming tax season coming from a previous firm that used creative solutions/quickbooks and Lacerte for their tax season needs. Does anyone have procedures in place to have an efficient year end client write up. Like you post cash disbursements first by posting checks, then post reciepts, etc.
Also, I am having a hard time figuring out how to have an entry description when posting a general journal entry!
Thanks,
RangerCPA
PS Any other helpful advice or tips and tricks are also welcome!