How Pocket Does Bookkeeping
- Q: Why do I need to connect Pocket to my bank/CC, eCommerce platforms, and QuickBooks Online (QBO)?
- I have a Line of Credit - do I connect that account in the bank connections?
- Do I still need to hire a bookkeeper after I sign up with Pocket?
- I paid for Supplies (or any other purchase) for the company using my own personal funds (or personal credit card). How do I get those expenses into my business books?
- How many bank accounts do you recommend that I have?
- Does Pocket do accrual-based accounting or cash-based accounting?
- How to provide access to Shopify “collaborator access” to Pocket
- How does Pocket handle Paypal or other similar payment gateways?
- How does Pocket handle data from 3rd party apps?
- Understanding Accounting Operations for Clients
- My tax preparer wants to file my taxes as cash basis. Is that ok? How does that compare to the accounting in Pocket?
- Q: When onboarding a new client who previously used cash-based accounting, does Pocket restate the previous year's financials or start with the new method from January 1st of the current year?
- How Pocket processes Gusto Payroll
- How Pocket Categorizes Inflows/Outflows from Platforms like Venmo
- How many days of transaction history can Plaid retrieve from Capital One's API?
- Pocket's Bill Recording and Reconciliation Options
- How Pocket Records Fair Sales
- Understanding Your Options for Inventory Asset Breakdowns