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...
by Heather Satterley | Jan 4, 2018 | Accounting, Apps, Efficiency, Practice Management, QuickBooks Online
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...
by Heather Satterley | Dec 29, 2017 | Accounting, Bookkeeping, QuickBooks Desktop, QuickBooks Enterprise
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,...
by Heather Satterley | Dec 15, 2017 | Accounting, Bookkeeping
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...
by Heather Satterley | Dec 15, 2017 | Accounting, Bookkeeping, QuickBooks Online
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...
by Heather Satterley | Nov 10, 2017 | Accounting, Bookkeeping, QuickBooks Online
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...
