by Heather Satterley | Oct 4, 2018 | Apps, Efficiency, Practice Management, Tricks and Tips, Workflow Design, Zapier
You may have noticed that everyone has 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...
by Heather Satterley | Jul 4, 2018 | Accounting, Practice Management, QuickBooks Desktop, QuickBooks Online
The 2018 Intuit® Rate survey has closed and the results are in! This year, we received responses from all over the world and will share the insights we learned in a series of articles to be published on the Firm of the Future blog over the next several months. Get...
by Heather Satterley | Jul 4, 2018 | Accounting, Apps, QuickBooks Online, Tricks and Tips, Workflow Design
Accounting technology gurus and QuickBooks ProAdvisors Liz Scott of Accounting Lifeline and Heather Satterley of Satterley Training & Consulting have teamed up to create a new live monthly webinar series called “The QB ‘Appy Hour!” The announcement was made...
by Heather Satterley | Jan 9, 2018 | Did you know?, Efficiency, QuickBooks Online, Tricks and Tips
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...
by Heather Satterley | Jan 4, 2018 | Accounting, Apps, Bookkeeping, Practice Management, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online
2018 is off to an AMAZING start here at Satterley Training & Consulting, LLC! My blog has been named one of The Top 14 QuickBooks Blogs to Read in 2018 by TSheets and I couldn’t be more thrilled. I am so thankful, humbled and honored to have my blog included...
