Example report · public business record
PRECISION PLUMBING & PIPING LLC
- Entity type
- domestic limited liability company
- NY filing date
- 2024-09-03
- County
- Franklin
- DOS ID
- 7410853
New York Department of State via Open NY ↗
Retrieved 2026-09-15 · Monthly dataset snapshot
Your next steps
Recommended practices for your entity type and a new QuickBooks setup.
- Start with a clear view of the business
- Give owner contributions and withdrawals their own place in your records. Ask your accountant how they should be classified for your LLC. That makes it easier to distinguish money earned by the business from money moved by its owners.
- Turn work trips into useful tax records
- For a solo operator driving between customer jobs, keep a running log of each trip’s date, destination, business purpose and miles. Record total annual vehicle mileage too. These records support eligible business vehicle deductions and help your accountant work out the business-use share. Classify business, commuting and personal trips separately; your accountant can confirm the treatment and vehicle-expense method that fits.
- Know what is still owed
- For work you invoice, keep the invoice and its payments together. QuickBooks can show the remaining customer balance. Illustration: $900 billed and $300 received leaves $600 to follow up. That is a clearer collection list than checking which deposits arrived in the bank.
- Make your first month easy to maintain
- Bring your opening balances and any unpaid invoices into the setup, then work through one invoice and one payment from start to finish. Our accounting team can help configure that workflow and show you how to keep it current.
A useful entry after a service call
Illustrative mileage log
- Trip
- Customer job A → customer job B
- Purpose
- Travel between customer service calls
- Record
- Date, destination, business purpose and miles driven
Save the trip while the details are fresh. A consistent log gives your accountant evidence to support eligible deductions.
IRS guidance on vehicle expenses and records ↗QuickBooks guidance: Invoices and payments ↗ · Owner equity ↗