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 | 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, 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 | Jul 17, 2017 | Efficiency, Uncategorized
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...
by Heather Satterley | Jun 19, 2017 | Bookkeeping, Efficiency, QuickBooks Online, Workflow Design
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...
by Heather Satterley | Feb 10, 2017 | Accounting, Efficiency, QuickBooks Online, Workflow Design
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...
