Recent Articles

Backing Up and Restoring Excel Workbooks

September 18, 2014 | By | 8 Replies More

As you’re likely aware, you can establish automatic, unattended back-ups of your QuickBooks data. Further, if you’re using the cloud based QuickBooks Online, then practically every keystroke you make is backed up as you go. It’s a different world in Microsoft Excel, however. Users sometimes inadvertently lose hours of work on a given spreadsheet. Reasons […]

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QuickBooks 2015 Insights

September 17, 2014 | By | 9 Replies More

Insights is a new dashboard option that Intuit is introducing in QuickBooks 2015. This is, to a degree, a replacement for the Company Snapshot feature (which is still available, I’m happy to say), based on research that Intuit did on what features of the Company Snapshot people were using the most. In addition, Intuit wanted […]

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QuickBooks 2015 Advanced Reporting

September 16, 2014 | By | 12 Replies More

Reporting isn’t really the strong point in QuickBooks Desktop. While QuickBooks has advanced in other areas over the years, the capabilities of the reporting feature just aren’t very well developed. To address this, Intuit is releasing an Advanced Reporting feature for QuickBooks Enterprise Solutions. This is a very flexible but somewhat complicated to use reporting […]

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QuickBooks 2015 Enterprise Inventory Enhancements

September 15, 2014 | By | 5 Replies More

Intuit continues to expand the special features that make Enterprise more powerful than the Pro and Premier products. QuickBooks 2015 Enterprise adds a number of very interesting features that can apply to any kind of business. Some are new features, many are things that people have been requesting for years. There are so many changes […]

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QuickBooks 2015 Enterprise Transaction Enhancements

September 12, 2014 | By | 3 Replies More

Intuit continues to expand the special features that make Enterprise more powerful than the Pro and Premier products. QuickBooks 2015 Enterprise adds a number of very interesting features that can apply to any kind of business. Some are new features, many are things that people have been requesting for years. There are so many changes […]

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QuickBooks 2015 Report Changes

September 11, 2014 | By | 3 Replies More

We spend a lot of time looking at and working with QuickBooks reports, and Intuit has placed an emphasis on that this year with the QuickBooks 2015 report changes. They have implemented a number of changes in how reports display, updated some things that people have been asking for, as well as adding some interesting […]

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QuickBooks 2015 Accountant Improvements

September 10, 2014 | By | 11 Replies More

Let’s take a look at what is new for accountants in QuickBooks 2015. But first, let’s clarify a few things before we dig in. QuickBooks Accountant is a product by Intuit that provides features that aren’t found in QuickBooks Pro and QuickBooks Premier, that an accounting professional will find useful. You can get this in […]

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Cloud Accounting News EP8 – Xero Updates Batch Deposits, Reports, and More

September 9, 2014 | By | 4 Replies More

Greg Lam presents episode eight of his Cloud Accounting News, which covers Xero’s September 8th release that introduces batch deposits for sales invoices, payment receipts, new reporting, and more. In the News This Week Xero updates – September 8th, 2014 blog post Xero updates – September 8th, 2014 help centre QuickBooks Online updates – August […]

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New QuickBooks 2015 Features: All Versions

September 9, 2014 | By | 13 Replies More

Here’s some detail on changes that Intuit has implemented in all versions of QuickBooks for Windows. A variety of changes, from small tweaks to larger improvements, mostly in the realm of fine-tuning the product. But some of them are pretty useful… This article was updated on 9/15/2014 QuickBooks 2015 Income Tracker Improvements Intuit added the […]

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Intuit is Discontinuing Intuit Sync Manager

September 8, 2014 | By | 19 Replies More

Intuit has told add-on software developers that they are discontinuing Intuit Sync Manager and services that support it on March 1st of 2016. Yes, a year and a half from now. Let’s look at what this means to users and software developers? What Is Intuit Sync Manager? To be more accurate, Intuit said they are […]

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QuickBooks 2015 Has Arrived! Here is What To Expect

September 8, 2014 | By | 35 Replies More

QuickBooks 2015 for the desktop is here! This release contains a number of new features as well as improvements to existing ones. I’ll list the major changes that I’m aware of in this article. Keep your eyes on the QuickBooks and Beyond blog over the next few weeks as I publish a series of articles […]

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Intuit Discontinues Salesforce for QuickBooks

September 4, 2014 | By | 8 Replies More

Today Intuit announced that they are discontinuing their Salesforce for QuickBooks subscription service (both the CRM subscription itself and the QuickBooks/Salesforce integration app), effective December 3 of 2014. I wrote about Salesforce for QuickBooks when it was introduced in 2011. All current subscribers have been notified, and there is a transition plan in place to […]

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Grow Your Accounting Practice By Becoming a Strategic Advisor

September 4, 2014 | By | 4 Replies More

Often times I see the same fear in an accountant that I see in a small business owner when I talk about budgeting, forecasting, and strategic financial planning. While a small business owner tends to just fears numbers in general, the accountant usually tells me they don’t have an MBA either, and they don’t necessarily […]

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Fixing QuickBooks Online Accountant Chrome Login Problems

September 3, 2014 | By | 4 Replies More

I usually use Chrome as my browser, and it is usually a good match with QuickBooks Online Accountant. Sometimes, though, I run into some QuickBooks Online Accountant Chrome login problems that can be frustrating. Fortunately, there are a number of easy fixes. Note that this can also be an issue with a regular QuickBooks Online […]

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