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 | Jul 4, 2018 | Accounting, Apps, QuickBooks Online, Tricks and Tips, Workflow Design
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...
by Heather Satterley | Nov 1, 2017 | Workflow Design
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...
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, Bookkeeping, QuickBooks Online, Workflow Design
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...
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...
