Zapier…what’s all the buzz about?

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 tasks occur automatically: The client is added as a […]

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

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

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