Blog

Zapier…what’s all the buzz about?

You may have noticed that I’ve been talking A LOT about Zapier lately, and you’re probably wondering, what is all the buzz about? Imagine this: you send a new client a Google Form to gather their information. They complete and submit the form and the following tasks occur automatically: The client is added as a […]

Read more >

Did you know? Manage your settings from a transaction screen in QuickBooks

Did you know that you can manage many of your settings in QuickBooks Online without ever leaving a transaction screen? That’s right, ever notice the Gear icon at the top right of a transaction screen? This little gear icon opens a settings menu for the transaction type you are working with. Let’s look at an […]

Read more >

Housekeeping Tasks Every Business Should do in the New Year

  It’s 2018 and another year is just beginning! Most of us spend the first few days of the year reflecting on how things went last year and often think about ways we can improve and grow in the next 12 months. There is something about beginning a new year that invigorates us and motivates […]

Read more >

Jumping Off the Cliff – Thoughts from the Other Side

Something big happened! A couple of weeks ago something really big happened in my career. Well, actually two really big things happened. One big thing that happened was that I was named the Top QuickBooks Online ProAdvisor for 2017! I know! What an amazing experience and I am so thankful to the folks at Insightful […]

Read more >

Big Changes to Time Tracking in QuickBooks Online

You may have heard that TSheets, a leader in cloud-based time tracking apps, has been embedded in QuickBooks Online. This allows TSheets users to track and approve time from right inside QBO (which is awesome by the way), but did you know that there were other major changes to the regular time tracking feature? That’s […]

Read more >

Get your free QuickBooks Self-Employed account!

Did you know we just got ANOTHER free benefit for being a QuickBooks ProAdvisor. That’s right, if you are a QuickBooks ProAdvisor who uses QuickBooks Online Accountant, you get a free QuickBooks Self-Employed account! You can use the free account to get to know QuickBooks Self-Employed so that you can support your clients that use […]

Read more >

How to Scale Your QuickBooks Online Bookmarks

When I got serious about switching clients over to QBO, I worked out some best practices for streamlining set up procedures for our team and our clients. One trick I learned is how to use the Bookmark Manager in Chrome to scale QBO bookmarks across our firm and clients’ Chrome user accounts. This nifty little tool […]

Read more >