Bookkeeping Tip – Queries for Accountant

Question MarkI just had to share this bookkeeping tip – it’s too good to keep to myself.

If you use Reckon for bookkeeping, you’ve no doubt used the “Find” feature at some stage to track down a past transaction. It’s quick and easy to use and I couldn’t do without it. Ctrl + F are the shortcut keys.

But just using the Find feature isn’t my tip.

Do you have transactions throughout the year that you aren’t 100% sure you have entered correctly and that you want your accountant to have a look over before your financial reports are finalised? Perhaps you have some GST transactions that you want your BAS Agent to look over before they prepare your BAS?

Well when you enter those transactions simply type “??” into the memo field. When it comes time to meet with your accountant or BAS Agent you simply use the Find feature (Advanced tab) to search for those transactions and generate a report. You can either print this off or memorise the report so that your accountant or BAS agent can simply click on each transaction and be taken straight to it.

No more having to stop and write down your queries on scrap pieces of paper or scrambling to remember what it was exactly you had trouble with throughout the year!

I can’t take full credit for coming up with this idea. It’s a gem of advice I picked up when I recently attended a Reckon workshop that I wrote about in my post So I attended a training workshop today.

For more Reckon tips you can read my previous post 4 Reckon Features to Save you Time.

Happy bookkeeping…

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