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Financial Organization Articles

Browse 2 Gruv blog articles tagged Financial Organization. Payout rails, FX, reconciliation, and platform money-movement playbooks.

How-To Guides21 min read

How to Set Up Chart of Accounts in QuickBooks for a Freelancer

A client paying a $1,000 invoice and a processor depositing $970 are two views of the same sale. Your chart of accounts should show the revenue, the $30 fee and where the money sits without counting the deposit as another sale. This guide uses the U.S. QuickBooks Online account-creation workflow; menus and available account types vary by country and subscription.

chart of accountsquickbooks setupfreelance bookkeeping+2 more
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Productivity Tools27 min read

The Best Tools for Tracking Charitable Donations

If you want charitable contributions to be deductible, you need records you can actually find and explain at tax time. You're not "bad at paperwork." You are operating without a system.

donation trackertax deductionscharity+2 more
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