Blog

July Wed, 2018

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 an interactive tool here for a visual […]

July Wed, 2018

  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 at the bi-annual Intuit Trainer/Writer meetup on Sunday, June 17th at the Scaling New Heights […]

January Tue, 2018

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 type you are working with. Let’s look at an […]

January Thu, 2018

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 this list alongside other […]

January Thu, 2018

  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 invigorates us and motivates […]

December Fri, 2017

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 QBO bookmarks across our firm and clients’ […]

November Fri, 2017

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 professionals can manage their firm, team members and client work. One feature that’s not so new, […]

September Fri, 2017

When meeting with a new client for the first time, one of the most important topics is how they handle their payroll. Payroll is complicated; it is our job as trusted advisors to help clients stay in compliance and identify the most efficient way to handle payroll for their company. Oftentimes, clients think they understand […]

August Mon, 2017

One of the most dynamic features of QuickBooks Online is the Bank Feed. This feature connects your online bank and credit card accounts to QuickBooks and feeds the transactions automatically into the banking center each day. Once imported, you can match them to existing transactions already recorded in your database or add them as new […]

June Mon, 2017

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 changes to the regular time tracking feature? That’s […]