Accounting

Weekly:

  • Retrieve PO Box mail on Thursdays and process immediately
  • Log in to QuickBooks Online and review items as they sync with the bank
  • Mondays, pay out fees to help desk

Monthly:

  • 1st of each month, pay out fees to members.

January:

  • Complete Washington Department of Revenue Annual Excise Tax Return
  • Complete Schedule K-1 for LLC members

How to Receive Payments

  1. Receive Invoice Payment in QuickBooks Online
    • Choose the Customer
    • Reference # = Check Number
    • Enter Amount
    • Choose invoice to apply to carefully
    • Save
  2. Deposit check into bank

Cancellation Notices

If a customer receives a notice of cancellation (billing@hurkin.com is cc'd), make sure the payment is actually missing. You can extend their account in HAAL.