The accounting or bookkeeping role within a collision center can often feel frustrating and stressful. However, having a clear understanding of what accounting tasks need to be performed daily, weekly, monthly, quarterly, and annually can make your role productive and rewarding. In this series of modules, we will look at the tasks that need to be completed daily.
In this first module, we are going to focus on the daily task of exporting sales, receipts, vendor invoices and credits from the management system into QuickBooks and how to verify the data is correct before exporting.