If you have not already done so, there are a few high-priority items we need from you in order to close out your 2023 books and ensure their accuracy:
- Upload your 2023 year-end reports into the Documents section of Heard. If applicable, we ask that you upload any year-end reports received from payment processors so that our team may add any fee adjustments to your 2023 books. See: Obtaining and uploading year-end documents
- Upload any missing 2023 business bank account and credit card statements to Heard. Our team uses your bank statements in order to reconcile your Heard account and ensure that we have every transaction from your connected bank accounts correctly entered into Heard.
- Review any 2023 transactions that require clarification in Heard. Every so often, we may need additional information from you in order to categorize a transaction properly. Please navigate to the "Needs Review" tab on the transactions page in Heard, categorize or leave a "note" on what these outstanding transactions were for, and mark "Complete review" at the bottom of the page so that our team may categorize them.
- Review your 2023 books for any personal transactions that don’t belong in Heard. This helps us ensure that we accurately report your business income and expenses.