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Habits
Habits
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Opening balances
Set the starting point for each account as of the day before the company begins in LedgerHQ.
Monthly review
Fifteen minutes once a month so small issues do not wait until tax time.
Year-end handoff
Get the books to a state a CPA can file from, then send one package.
Loan payments
One bank withdrawal is two books: principal and interest.
Payroll from the bank feed
The Gusto or ADP draft is cash leaving. It is not the whole payroll story.
Review Gusto payroll history
Connect a company's Gusto account and review payroll runs, employee totals, and saved history.
Book Gusto payroll with Payroll Setup
Tell LedgerHQ how to book each Gusto payroll, fix earlier payrolls this year, and book new payrolls for review or automatically.
Owner contributions and draws
Owner money changes equity. It is not income and it is not an expense.
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