TaxConnex

JUNE 10, 2025

Previously we looked at how such back-office functions as the general ledger , tax calendar and billing system can cause problems with your sales tax compliance. Many companies don’t think about how to handle sales tax obligations until it’s too late. Is it worth your time to pay attention to all these potential potholes?

Sales 147

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Intuitive Accountant

MAY 11, 2022

Murph tips his Stetson to a few of the General Ledgers appearing at this year's 'Scaling New Heights.' And when a guy tips his Stetson, it's like he's acknowledging the other party's existence.

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general ledger 59

CPA Practice

MARCH 11, 2025

AGL acts as a proactive bookkeeper, automatically categorizing transactions, reconciling accounts, and delivering real-time financial insights with unmatched speed and accuracy.

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FraudFiles

MAY 23, 2024

When a divorce involves a business, we often ask for a copy of the general ledger, which is part of the company's accounting records. The general ledger includes the details of transactions for a specified period of time. What can we find in the general ledger? Tracy Coenen explains in this video:

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Xero

DECEMBER 4, 2024

You can also save time on manual data entry, by importing trial balances and general ledger data from Xero into Caseware’s cloud suite of assurance and financial reporting solutions.

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SMBAccountant

OCTOBER 21, 2020

These costs must be recorded in separate general ledger accounts to be easily identified and excluded from any billing. While these costs may be legitimate business expenses, the federal government may disallow a cost which means it cannot be reimbursed using the incurred costs rates calculated to reimburse costs for cost contracts.

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TaxConnex

JULY 18, 2024

Sales Tax Accruals Ensure that sales tax is stated in your general ledger as a separate GL account number. To avoid such scenarios, here are the types of documentation typically required by auditors to conduct a thorough review: 1. This separation helps in clearly identifying and tracking sales tax amounts.

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Intuitive Accountant

JUNE 7, 2022

Returning to General Ledgers appearing at this year's 'Scaling New Heights,' Murph provides a summary of Xero features that users find so 'beautiful.'

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general ledger 52

Insightful Accountant

JUNE 11, 2025

Skip to main content Search Learn More About Our Premium Content | Subscribe To Our Newsletters facebook twitter youtube linkedin instagram RSS Accounting Platforms General Ledger Payroll & Merchant Services Vendor Corner APPS Directory Top ProAdvisor Awards Top ProAdvisor Awards People & Business Practice Management APP Academy Tax Practice (..)

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Insightful Accountant

JUNE 6, 2025

Skip to main content Search Learn More About Our Premium Content | Subscribe To Our Newsletters facebook twitter youtube linkedin instagram RSS Accounting Platforms General Ledger Payroll & Merchant Services Vendor Corner APPS Directory Top ProAdvisor Awards Top ProAdvisor Awards People & Business Practice Management APP Academy Tax Practice (..)

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CPA Practice

NOVEMBER 5, 2024

In mid-June 2023, a Lovesac employee reported to Lovesac’s outside auditor a fraudulent entry in the company’s general ledger that Um had made in late April 2023, with Dellomo’s approval, according to the lawsuit. The employee’s report triggered an internal investigation, the lawsuit said.

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LSLCPAs

JUNE 19, 2025

For local government finance teams, reconciling your bank accounts to the general ledger isn’t just about ticking boxes. Bank reconciliations aren’t exactly the most glamorous part of finance—but they are one of the most important.

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Insightful Accountant

JULY 10, 2025

While attending Scaling New Heights, I was "puzzled to find" that I hadn't already explored 'Puzzle', an AI-native general ledger designed to save time, improve accuracy, and generate financial insights.

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TaxConnex

MAY 12, 2022

Be sure you have a process to gather the applicable data each month and reconcile this data to your general ledger before you start the filing process.

Sales 264

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Withum

OCTOBER 18, 2024

What about an annual physical inventory of parts and the monthly parts pad-to-general ledger reconciliation? We strongly encourage dealerships to have an outside party perform an annual parts physical inventory and adjust the general ledger accordingly. Keep a spreadsheet to track each year’s adjustment.

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Insightful Accountant

JUNE 25, 2025

Skip to main content Search Learn More About Our Premium Content | Subscribe To Our Newsletters facebook twitter youtube linkedin instagram RSS Accounting Platforms General Ledger Payroll & Merchant Services Vendor Corner APPS Directory Top ProAdvisor Awards Top ProAdvisor Awards People & Business Practice Management APP Academy Tax Practice (..)

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Insightful Accountant

JUNE 11, 2025

Skip to main content Search Learn More About Our Premium Content | Subscribe To Our Newsletters facebook twitter youtube linkedin instagram RSS Accounting Platforms General Ledger Payroll & Merchant Services Vendor Corner APPS Directory Top ProAdvisor Awards Top ProAdvisor Awards People & Business Practice Management APP Academy Tax Practice (..)

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TaxConnex

DECEMBER 31, 2020

Filing and Remittance: Then paperwork begins.

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TaxConnex

APRIL 28, 2022

The [auditor] is provided with read-only access to the company’s general ledger with exceptions related to confidentiality,” reads a 2021 white paper commissioned by Oracle, which added that most organizations will adopt a virtual audit form by 2025. And of course, save paper.

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Insightful Accountant

JULY 11, 2025

Skip to main content Search Learn More About Our Premium Content | Subscribe To Our Newsletters facebook twitter youtube linkedin instagram RSS Accounting Platforms General Ledger Payroll & Merchant Services Vendor Corner APPS Directory Top ProAdvisor Awards Top ProAdvisor Awards People & Business Practice Management APP Academy Tax Practice (..)

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TaxConnex

JULY 9, 2024

General ledger management Your GL is a key reconciliation point to make sure you’re capturing all sales tax that you’re remitting and that you get the credits and adjustments you have coming, such as vendors’ discounts. Commercial activity taxes in Ohio and Nevada are also often missed.

Sales 264

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Insightful Accountant

JULY 11, 2025

Congratulations to the 2025 ProAdvisor Award Recipients App Aware: Qount July 11, 2025 8:40 AM RSS Print Expand App Aware features are concise articles designed to inform you about a specific app.

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TaxConnex

APRIL 13, 2021

Be sure you have a process to gather the applicable data each month and reconcile this data to your general ledger before you start the filing process.

Sales 246

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Xero

APRIL 13, 2023

Balance Sheet, Profit and Loss (Income Statement) and Budget Variance reports: We’ve added the ability to translate these reports into any currency enabled in your organisation, for a quick view of your financials in the currency of your choice Receivable and Payable Invoice Summary and Detail reports, and drilldowns from Income by Contact and Expenses (..)

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TaxConnex

NOVEMBER 29, 2022

You can expect to provide copies of your filed returns and supporting data (including sales journals, exemption certificates and general ledger data supporting the returns).?There’s If possible, have an expert review your data/compliance process before the auditor arrives.

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Intuitive Accountant

JUNE 21, 2022

Murph wraps up the official series on the sponsors at this year's 'Scaling New Heights' conference. If we missed any late comers, we're sorry—it wasn't our intention.

general ledger 52

general ledger 52

Basis 365

FEBRUARY 10, 2025

General Ledger Maintenance Your general ledger serves as the foundation of your accounting system, recording all financial transactions. Outsourcing general ledger maintenance allows trained professionals to ensure every entry is correctly recorded and categorized.

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Patriot Software

OCTOBER 26, 2022

Use a suspense account when you’re not sure where to record general ledger entries. Sometimes, you don’t have all the necessary information for accounting. Missing or incorrect details can derail your bookkeeping efforts, but you need to record every transaction. What is a suspense account?

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Simple Accounts

OCTOBER 19, 2022

Trial balance is a report that shows the balances of each general ledger account in the company. A trial balance is different from a general ledger. While the general ledger reflects all the transactions by the account, t he t rial balance shows only the account totals. Liabilities . Revenues . Expenses

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Withum

SEPTEMBER 20, 2023

Implementation of a dual signature on checks and bank signatory limits Subscription to ACH filter and Positive Pay through the banking institution, if those services are offered Independent review of bank reconciliations by someone not involved in the process of recording transactions Provide an individual outside the accounting department (for example, (..)

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Accounting Seed

JUNE 25, 2025

This native integration supports these accounting functions: Fund accounting : Allocate revenue and expenses to each fund or program and automatically generate clear, separate financial reports for each. Track restrictions, automate allocations, and generate real-time reports tailored to each funding source. No manual entry necessary.

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Insightful Accountant

JUNE 9, 2025

Skip to main content Search Learn More About Our Premium Content | Subscribe To Our Newsletters facebook twitter youtube linkedin instagram RSS Accounting Platforms General Ledger Payroll & Merchant Services Vendor Corner APPS Directory Top ProAdvisor Awards Top ProAdvisor Awards People & Business Practice Management APP Academy Tax Practice (..)

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Xero

APRIL 2, 2023

Reports: A new version of the General Ledger Summary report is now available. You can drill down into the General Ledger Detail report , choose which accounts to show, customise columns and more.

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Insightful Accountant

FEBRUARY 15, 2024

If you need more financial metrics and forecasting than your General Ledger can provide, check out this article. Clockwork is a financial analytics and planning app that works with QuickBooks Online, Xero and QuickBooks Desktop.

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Withum

MAY 5, 2025

A schedule should not be a running general ledger of transaction activity, but rather an actual reconciled schedule that clearly summarizes the details of the ending balance. Technical Memos Depending on a companys business and industry, the auditors may seek certain technical memos.

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Cherry Bekaert

MARCH 22, 2024

The platform also offers numerous benefits for your core financial functions, including accounts payable, accounts receivable, cash management, general ledger, order management and purchasing. General Ledger Extensive visibility, scalability and flexibility.

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Insightful Accountant

JUNE 12, 2025

Based in the mountain ranges of Wyoming, Fiscaleze remotely transforms finances for small and medium businesses nationwide. .

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