Don’t set any rules to “auto-add”… trust me on this.
Every set of books we see where the business owner feels completely in the dark about their books, there is an auto-add somewhere in there wreaking havoc.
How does this happen?
You are doing everything they’re supposed to – categorizing your expenses and diligently adding receipts.
One day, you are moving too fast and the system recommends a rule and you hit accept without reading it closely.
Behind the scenes, you’ve just set into motion a small dumpster fire.
You won’t even see the problem until it has already become a Big problem.
So let’s make a pact that you will go through all of your rules and take off the auto-add. Deal?
If you are thinking Oh, noooo…I have a bunch of things on auto-add and I also don’t understand my books.
Don’t worry, there is always a solution.
Send us a message with the word “auto-add” if you need help!