You've been running your business for some time or have just started out, whichever way, you've decided a few month ago that it was time to move your bookkeeping to the cloud. Not a bad decision at all as you've since been able to invoice on the go and access your data from pretty much anywhere. You have also decided to use bank feeds, which links your bank directly to your software.
In your mind you've entered everything correctly and should easily be able to see profit figures and how much tax is due at this point.
So why does it not look right? You are struggling to follow the trail of money going in and out. Things you know you've posted have disappeared and you're sure you owe more to the vat man.
At this point PLEASE STOP ENTERING MORE DATA. If you need to send out an invoice go ahead but everything else put on hold.
You now have 3 choices:
1. DECIDE whether you have the time and knowledge to sort this out yourself with the help of online guides provided by your software package. Ask yourself how much do you know about bookkeeping and how easily can you find your way around software. Some offer phone support but be aware that this is not always the best option especially when your trying to resolve multiple queries. I find that unless you know what the problem is and you can ask for specific help this will not actually solve anything.
2. Alternatively get in touch with your Accountant and ask if they know how to use your specific software. This kind of support really depends on your Accountant. Some only deal with certain software packages, others simply don't have the resources to train and support clients in that way. It goes without saying that you should always enquire about their charges first before letting them help you.
3. Give me a shout! This is what happens when you get in touch... Firstly, you tell me your problem and which software you're using. Secondly I will log into your software (with your permission) and examine your entries. I will then ask you some basic questions about your business and data entry methods and decide on the best way to get you back on track. I offer help from as little as simply giving some advise to ongoing support and software training. My aim is always to make sure you make the most of your software. After all it doesn't come for free. If your software package doesn't feature on my website that doesn't mean I wont be able to help. I have yet to come across a software that I can't tackle at all.
I hope you found this useful in one way or another!