Blog

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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2018 Intuit Rate Survey: Rates by Region, Credential & Certification

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 […]

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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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Satterley Training & Consulting Named a Top QuickBooks Blog for 2018 by TSheets

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 […]

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Housekeeping Tasks Every Business Should do in the New Year

  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 […]

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Complete the 2018 Annual Intuit Rate Survey!

Originally published on www.firmofthefuture.com The Intuit® Rate Survey is one of THE most-anticipated events every QuickBooks ProAdvisor® and accountant looks forward to completing! This year, we’ve enlisted the talents of popular ProAdvisor Michelle Long, CPA, and Heather Satterley, EA; they designed the survey to render information crucial to help you set your fees for the future – […]

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All Your Work, All in One Place: QuickBooks Self-Employed

Intuit is changing how accounting professionals work  QuickBooks® Online Accountant (QBOA) has evolved over the past few years to become a dynamic suite of accounting, tax and productivity solutions for accounting professionals. Bookkeepers, CPAs and other professionals that have adopted QBOA in their practice are benefiting from its many features, including the seamless integration between QBOA and Intuit® ProConnect™ […]

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How to Scale Your QuickBooks Online Bookmarks

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’ […]

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All Your Work, All in One Place: Trial Balance in QuickBooks Online Accountant

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, […]

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