by Pi Accountancy | May 12, 2026 | Advisory and Resources, Frequently Asked Questions, Software
CSV stands for Comma-Separated Values. A CSV file stores information in a simple table-like format using plain text. Each line in the file represents a row of data. A comma then separates each value within the row. This structure allows software to organise...
by Pi Accountancy | Apr 13, 2026 | Advisory and Resources, Business, Self-Employment and SMEs, Software
Bank reconciliation involves comparing your accounting records with your bank statement. The goal is to ensure every transaction appears in both places. This includes the opening balance, individual transactions and the closing balance. Simply, you check that the...
by Pi Accountancy | Oct 28, 2025 | Advisory and Resources, General, Software
Signing documents digitally has never been easier and Adobe Sign provides a straightforward and efficient way to sign agreements, forms and PDFs. Whether you’re signing via email, managing documents online or working on a PDF, this guide will walk you through...
by Pi Accountancy | Nov 20, 2024 | QuickBooks
QuickBooks Self-Employed App Removal Starting January 2025, the QuickBooks Self-Employed app will no longer be available for download from the App Store and Google Play. However, if you have already downloaded the app, you can continue using it as usual. It will...
by Pi Accountancy | Oct 23, 2024 | Advisory and Resources, Business, Frequently Asked Questions, Software
A Trial Balance is a financial report that lists all account balances from the general ledger. Businesses usually prepare this report at the end of an accounting period. This may happen monthly, quarterly or annually. The report helps confirm that the double-entry...
by Pi Accountancy | Aug 27, 2024 | Advisory and Resources, Business, Frequently Asked Questions, Regulations and Schemes, Software
A Balance Sheet is a financial statement that lists a company’s assets, liabilities and equity. It shows the financial position of a business on a specific date. Most businesses prepare balance sheets monthly, quarterly or annually. A Balance Sheet forms one of...
by Pi Accountancy | Mar 10, 2023 | Payroll and Employment, QuickBooks, Software, Taxes, VAT, Xero
We have teamed up QuickBooks and Xero, both leading software partners in the accounting world! QuickBooks and Xero allow us to keep track of your: Accounting records Sales invoices Purchase receipts Payroll VAT All of this, while also streamlining your bookkeeping. We...
by Pi Accountancy | Mar 8, 2022 | QuickBooks
How to create and send customer statements in QuickBooks Below is a video, detailing how to create and send Customer Statements in QuickBooks Create a customer statement Go to Sales and select Customers. Select the checkboxes for the customers you want to make...
by Pi Accountancy | Aug 25, 2021 | QuickBooks, VAT
Welcome to our QuickBooks Guide on how to record a VAT payment or refund When you pay VAT in QuickBooks Online, you are recording the payment against a specific VAT period; you are not actually transferring money to HMRC. Below is a short video on how to record your...
by Pi Accountancy | Aug 12, 2021 | Business, QuickBooks, Taxes
Whether you’re brand new to QuickBooks or you use it already, there’s always more to learn to ensure you’re maximising the resources you have available to you. With this blog we are sharing our top 3 QuickBooks Basics. 1. Connecting and reconnecting the bank When you...
