October Thu, 2018
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 […]Read more >
July Wed, 2018
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 […]Read more >
January Tue, 2018
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 […]Read more >