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Add clarity on the report format for quarterly quirks (#20582)

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Joanne Stableford 2024-07-23 11:46:43 -04:00 committed by GitHub
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handbook/business-operations/README.md
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@ -375,7 +375,7 @@ No later than the second month of every quarter, we check [Delaware divison of c
### Check finances for quirks
Every quarter, we check Quickbooks Online (QBO) for discrepancies and follow up on quirks.
1. Check to make sure [bookkeeping quirks](https://docs.google.com/spreadsheets/d/1nuUPMZb1z_lrbaQEcgjnxppnYv_GWOTTo4FMqLOlsWg/edit?usp=sharing) are all accounted for and resolved or in progress toward resolution.
2. Check balance sheet and profit and loss statements (P&Ls) in QBO against the latest [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive.
2. Check balance sheet and profit and loss statements (P&Ls) in QBO against the latest [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive. Ensure reports are in the "accural" accounting method.
3. Reach out to Pilot with any differences or quirks, and ask them to resolve/provide clarity. This often will need to happen over a call to review sycnhronously.
4. Once quirks are resolved, note the day it was resolved in the spreadsheet.