Recent Articles

An App You Use with QuickBooks Needs To Be Updated!

April 17, 2014 | By | Reply More

The above title is also a QuickBooks Online app warning message you may be receiving if you use QuickBooks Online and certain apps that have worked with QuickBooks Online for several years. The warning certainly can be disconcerting: “We’ve noticed you’re using a 3rd party application that will no longer work after May 15, 2014” (Figure 1). That sounds serious! […]

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Embracing Technology vs. Just Playing Along

April 15, 2014 | By | Reply More

There should be no doubt among accounting professionals that cloud solutions and web-based applications are changing how we all do business. Those avoiding Facebook, Twitter, and even online backup can recognize that the influences of the Internet are everywhere, and whether they like it or not, there’s a certain level of “playing along” that must […]

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All SBA Lenders Are Not Created Equal

April 14, 2014 | By | 3 Replies More

A client recently called our office and told us he had a 680 FICO credit score and because of this, he wasn’t qualified for a Small Business Administration (SBA) loan. This couldn’t be further from the truth. Like many small business owners, this client went into a local bank and was told his credit score […]

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The Heartbleed Bug and Business Security

April 10, 2014 | By | 7 Replies More

No, not “Heartburn,” it’s “Heartbleed,” but it’s a security bug that may give you heartburn. The Heartbleed Bug is a weakness that allows the stealing of information that normally would be protected by the standard encryption used in many services on the Internet. This could affect websites, email, instant messaging, and even some virtual private […]

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What SMBs Want from Their Accountant – 2014 Update

April 9, 2014 | By | 17 Replies More

In its continuing effort to provide leadership in technology consulting for accounting professionals and small businesses, The Sleeter Group recently conducted research among decision makers at small and medium-sized businesses (SMBs) across the United States. This research is a repeat of a study administered last year, which was presented at the AICPA/CPA2Biz SaaS Executive Round […]

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Tips to Improve Your Public Presentations

April 8, 2014 | By | Reply More

If you would rather read thousands of pages of tax code, jump out of a moving car that’s going 90 mph, or sing “You Light Up My Life” at the neighborhood karaoke bar than speak to a group in public, you’re not alone. It’s no surprise that 74% of people suffer from the fear of […]

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Changes to QuickBooks Online Template Customization

April 7, 2014 | By | 3 Replies More

In the past, customizing invoice templates in QuickBooks Online was sort of hard to find – and then sort of hard to actually customize. In the latest release, things have changed, and while it’s not exactly what many users have been asking for, I believe the new interface makes things a little easier to manage. […]

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American Express and Intuit Launch ReceiptMatch with QuickBooks

April 3, 2014 | By | 5 Replies More

Intuit and American Express OPEN are launching an app that provides a close integration between American Express (AmEx) business cards and QuickBooks: ReceiptMatch with QuickBooks. This partnership was announced last November at Solutions13 (as I mentioned in my article on changes in QuickBooks software integration), and now we finally get to see the product. Let’s […]

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QuickBooks Online Keyboard Shortcuts

April 2, 2014 | By | 2 Replies More

QuickBooks Online keyboard shortcuts? We don’t need no stinkin’ keyboard shortc– Wait, wait wait! Heck yeah we do!! And I’m here to set the record straight folks, there ARE keyboard shortcuts, the ones we all know and have loved (and used, like, every second, amiright?) from QuickBooks desktop. Many of you may know that historically, […]

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QuickBooks Business Analytics with webKPI

April 1, 2014 | By | 7 Replies More

QuickBooks is a great core accounting tool, but it has major shortcomings when you look at its reporting and analysis tools. You have basic reports and a few graphs, but they’re inflexible and don’t provide the kinds of insights that a business owner or an accounting professional needs. To solve this, you can turn to […]

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If the Only Tool You Have Is a Hammer

March 31, 2014 | By | 3 Replies More

We’re starting to roll new with your responses to my posts on The Sleeter Group QuickBooks and Beyond blog. So far, you’ve contributed at least half a dozen topics of interest. But most of the time, I won’t handle multiple things at once. I’ll focus on one key idea that will give you some food […]

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Cloud Adoption = Firm Growth

March 28, 2014 | By | 2 Replies More

A significant component that impacts the accounting profession is the resiliency (or lack of resiliency) to change. One very important variable toward change is the adoption of cloud technology. How can cloud technology influence people so that they find comfort and security to change? If you own a smartphone to text, shop online, and/or coordinate […]

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QuickBooks 2014 R5 Excel Problem Fixed

March 27, 2014 | By | 5 Replies More

Intuit released the QuickBooks 2014 R5 revision about two weeks ago, and not long after that, we started seeing a lot of reports about problems with exporting reports to Excel and emailing reports as an Excel file. “Excel” wouldn’t appear as an option if you clicked the Export or Send Report as Excel button. This […]

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QuickBooks 2014 R5 under the Hood

March 27, 2014 | By | 9 Replies More

Recently, Intuit issued QuickBooks 2014 R5, the third round of revisions since the 2014 product was released last fall. Intuit publishes release notes, but doesn’t always include information about all of the changes that have been implemented, which I often find frustrating. Let’s take a look “under the hood” of the QuickBooks 2014 R5 release […]

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