What’s Happening and Stuff to Read
2018 Intuit Rate Survey: Rates by Region, Credential & Certification
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...
Heather Satterley and Liz Scott Kick Off The QB ‘Appy Hour!
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...
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...
Satterley Training & Consulting Named a Top QuickBooks Blog for 2018 by TSheets
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 on...
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...
Complete the 2018 Annual Intuit Rate Survey!
Originally published on www.firmofthefuture.com The Intuit® Rate Survey is one of THE most-anticipated events every QuickBooks ProAdvisor® and accountant looks forward to completing! This year, we've enlisted the talents of popular ProAdvisor Michelle Long, CPA, and...
All Your Work, All in One Place: QuickBooks Self-Employed
Intuit is changing how accounting professionals work QuickBooks® Online Accountant (QBOA) has evolved over the past few years to become a dynamic suite of accounting, tax and productivity solutions for accounting professionals. Bookkeepers, CPAs and...
How to Scale Your QuickBooks Online Bookmarks
When our firm, Orefice & Caliri CPAs, got serious about switching our 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...
All Your Work, All in One Place: Trial Balance in QuickBooks Online Accountant
2017 has been a year of fantastic changes for QuickBooks® Online Accountant (QBOA). With the introduction of practice management features in the Work tab to the reintroduction of the apps tab, Intuit® is making good on its promise to create One Place where accounting...