• Reconcile Your Books in COUNT

  Account reconciliation is a critical process that ensures the transactions recorded in your COUNT account align with actual financial events. Before you begin, have your bank statement ready for comparison. Steps to Reconcile Your Books: 1. Prepare for Reconciliation: Ensure that all transactions are entered into COUNT by connecting your bank account, uploading a statement, or manually adding transactions. 2. Create a Reconciliation Period: On the left-side menu, select AccounPopular

• How to Enter a Starting Balance for Physical Accounts

  When setting up a new physical account in COUNT (like a bank or credit card), it’s important to record its starting balance. This ensures your books reflect the true value of your assets from day one. COUNT allows starting balances to be entered manually as income transactions tied to equity—giving you a clean, auditable record. (https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2025-06-17-at-61521fqod2b.png =382xauto) Steps to Enter a Starting BaSome readers

• Review Your Transactions in COUNT

  Ensuring the accuracy of your transaction details is crucial for maintaining precise financial records. Marking a transaction as reviewed on the Transactions page in COUNT helps verify that all details are accurate and complete. Here's a guide on how to review your transactions effectively: Why Review Transactions? Marking transactions as reviewed allows you to confirm that all details, such as category and account fields, are correct. It's an essential step in maintaining accurate records,Few readers

• Bookkeep Undeposited Funds

  When you accept a check for an invoice payment but don’t deposit it until a later date, the payment should be recorded to an Undeposited Funds account. This ensures the invoice is marked as paid on the correct date, and your bank statement reconciles with the check deposit. For example, a client pays you by check on March 31, and you deposit the check on April 2. Although the invoice is marked as paid in March, by the time the check clears and posts to your bank account, it’s April. An UndeposFew readers

• Accounting year-end checklist

  Follow the steps below to get your books ready for tax filing with COUNT. Step 1: Enter All Your Business Transactions into COUNT Make sure all your business transactions are entered into COUNT. Users can connect bank and credit card accounts so transactions import automatically. Otherwise, you can upload a statement or manually enter all the transactions yourself via the Transactions page. Step 2: Categorize All Your Transactions First, find all your uncategorized transactions: OnFew readers

• How to Edit a Reconciled Transaction in COUNT

  Made a mistake on a transaction that’s already been reconciled? No problem—COUNT allows users with the right permissions to make updates without needing to unreconcile the entire account. Steps to Edit a Reconciled Transaction Go to the Transactions Page From the left-hand sidebar, click Accounting → Transactions. Find and Open the Transaction Click on the transaction you’d like to edit. This opens a flyout panel on the right-hand side of the screen. Use Admin OveFew readers

• How to Undo a Reconciliation Period in COUNT

  Need to make changes to transactions from a month that’s already been reconciled? COUNT makes it simple to undo a reconciliation period, so you can update or correct your books as needed. Steps to Undo a Reconciliation Navigate to Reconciliation From the left sidebar, go to Accounting Reconciliation. Select the account Choose the account you want to unreconcile by clicking on it. Find the reconciliation period In the flyout that appears on the right, look for theFew readers