Blog

October Thu, 2018

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 […]

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 […]

November Wed, 2017

Words cannot express how excited I am to be teaching four sessions at QuickBooks® Connect(QBC) this November! I’ll be speaking about QuickBooks Self-Employed, creating the tax practice of your dreams and how to use Zapier to automate your processes. My session on Zapier is the techiest of my topics, and is likely a new and interesting topic for […]

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 […]

February Fri, 2017

Workflow Solution: Set up and track prepaid multiple session sales in QuickBooks Many service-based businesses sell multi-session packages to their customers, examples could be a massage therapist, personal trainer, chiropractor or even a sports complex. In these cases, the business owner needs to know how many sessions have been used by the customer and how many […]

February Fri, 2017

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 QuickBooks Self-Employed so that you can support your clients that use […]

February Fri, 2017

From Fundera Ledger: https://www.fundera.com/blog/bookkeeper-vs-accountant Written by: Heather Satterley You’re at the point in your business that you know you need help with your accounting. You need advice about recordkeeping, legal structure, funding, and how to minimize your tax liability. Your insurance broker tells you that you need a bookkeeper to help you get organized, but your […]

December Mon, 2016

When I got serious about switching 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’ Chrome user accounts. This nifty little tool […]