Blog

Bank Feed Errors in QuickBooks Online (and How to Fix Them): Part 1 Bank Feed Stops Syncing

One of the most dynamic features of QuickBooks Online is the Bank Feed. This feature connects your online bank and credit card accounts to QuickBooks and feeds the transactions automatically into the banking center each day. Once imported, you can match them to existing transactions already recorded in your database or add them as new […]

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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 […]

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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 […]

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Set up and Track Prepaid Multiple Session Sales in QuickBooks

Workflow Solution: Set up and track prepaid multiple session sales in QuickBooks Many service-based businesses sell multi-session packages to their customers, examples could be a massage therapist, personal trainer, chiropractor or even a sports complex. In these cases, the business owner needs to know how many sessions have been used by the customer and how many […]

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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 […]

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Bookkeeper vs. Accountant: Which You Should Hire for Your Small Business?

From Fundera Ledger: https://www.fundera.com/blog/bookkeeper-vs-accountant Written by: Heather Satterley You’re at the point in your business that you know you need help with your accounting. You need advice about recordkeeping, legal structure, funding, and how to minimize your tax liability. Your insurance broker tells you that you need a bookkeeper to help you get organized, but your […]

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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 […]

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Transforming Your Practice: Moving Desktop Clients Online

by Heather Satterley When managing a business, it is so important to find the right tools and make the most of your resources. I am a wholehearted believer in the “work smarter, not harder” ideology; in fact, it drives almost everything I do in life – both personally and professionally. If I can streamline a […]

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New QuickBooks® Import Summary Report Now Available

by Heather Satterley Where have you been all my life? If you’ve been actively migrating your QuickBooks® Desktop (QBDT) clients to QuickBooks Online (QBO) during the past few weeks, you may have noticed a sweet little nugget delivered to your email after conversion that contains juicy detailed information about your client’s data. That’s right…in February, Intuit® rolled […]

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Welcome to Consulting in the World of Apps – A primer. (Part 2)

by Heather Satterley Contributing Author In part one of this mini-series we examined the preliminary steps to finding the best App for your client. Key among these preliminaries is to ‘get to know your client’, examining the total environment in which the App will become one piece of the puzzle. Next we looked at ‘finding […]

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