by Heather Satterley | Dec 19, 2016 | Efficiency, QuickBooks Online, Workflow Design
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...
by Heather Satterley | May 20, 2016 | QuickBooks Desktop, QuickBooks 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...
by Heather Satterley | Apr 18, 2016 | QuickBooks Desktop, QuickBooks Online
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...
by Heather Satterley | Jul 25, 2014 | Apps, QuickBooks Desktop, QuickBooks Online
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...
by Heather Satterley | Jul 22, 2014 | Apps, QuickBooks Desktop, QuickBooks Online
by Heather Satterley Contributing Author, William “Bill” Murphy Changes, they are a coming… oh wait, they’re already here! The accounting software industry has been changing, moving and growing. Early adopters have endured the brunt of the evolution. As...
