---
title: Keeping QuickBooks current, month by month | MEB Tax & Accounting
description: A simple monthly routine for keeping a QuickBooks file up to date, so your books are ready for reports and for your tax return.
---

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# Keeping QuickBooks current, month by month

October 1, 2026

QuickBooks makes books easier to keep, but it does not keep them for you. Bank feeds bring transactions in, and someone still has to look at each one, put it in the right place and check the result. Left for a few months, the uncategorized entries pile up and the reports stop reflecting the business.

The steps below, done once a month, keep the file current.

## Review the bank feed

Go through the transactions that came in since last time. Match each one to an invoice, a bill or an expense category. Where QuickBooks suggests a category, check it rather than accepting it.

## Record what the bank feed misses

Cash payments, checks that have not cleared yet, and anything paid from a personal account for the business all need entries of their own.

## Reconcile each account

Compare QuickBooks with each bank and credit card statement for the month. When the two agree, mark the month reconciled. When they do not, find the difference now, while the month is fresh.

## Follow up on invoices

If you invoice through QuickBooks, check which invoices are unpaid and follow up on the ones that are overdue.

## Look at the reports

A quick look at the profit and loss report and the balance sheet shows whether the month looks right. A number that surprises you deserves a closer look.

## Ask before you change past months

Once a month has been reconciled, or a return has been prepared from it, changing old entries can cause problems that are hard to trace. If something in a past month looks wrong, ask us first.

## If you would rather hand it off

Some owners like doing this themselves, and others would rather someone else did. We can [process your transactions in QuickBooks](https://staging.mebtax.com/services/quickbooks) each month.

This article is general information, not tax advice for your situation. For help with your own return or business, [send us a request](https://staging.mebtax.com/contact#request) or call [914-556-6860](tel:+19145566860).

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