Recent Articles
Ratio Analysis – Another Way CPA’s Can Keep Their Clients
In my last post I talked about how many people walking in my door tell me they are leaving their previous CPA (or tax preparer) because they aren’t getting the guidance they are hoping to get from that person. So this week I want to take a look at another way that you can ensure keeping your clients [...]
QuickBooks Online–Changes for May 2013
Here’s a quick look at some recent, and upcoming, changes to QuickBooks Online. Some of these are already available, some will be coming out in the near future. Many of these features are found in, or linked to, QuickBooks Online Accountant. Create a New Company for your clients from within QuickBooks Online Accountant. A link [...]
QuickBooks Sales Tax– Negative Value on Liability Report
If you are using the sales tax feature in QuickBooks then you are most likely relying on the Sales Tax Liability report to show you the total taxable sales amount for your reporting period. Sometimes, though, there can be a very confusing entry in that report, and I often get calls asking about this. People [...]
The Demise of the QuickBooks Third Party Developer?
I remember the first Intuit developer-Pro Advisor conference in San Francisco back in 2002, where I started friendships that have lasted throughout the decade. I remember meeting Bonnie Nagayama and feeling honored to meet this famous person whose name popped up all over the place; I am still honored to have such a smart friend, [...]
Cloud Accounting with QuickBooks Online–The Details
I introduced you to QuickBooks Online (QBO) in our prior article (QuickBooks Online Overview), now let’s dig in a big deeper. In our attempt to come up with a standard for comparing online accounting systems, we (Doug Sleeter, MB Raimondi and myself) came up with a list of features that we would like to see [...]
Why Most CPA’s Lose Their Clients (from where I sit)
Almost every time I have had a client come in the door and ask me about finding someone else to do their taxes their reason for wanting to leave their current tax preparer is the same. They are paying a lot of money and all they are getting at the end of the day is a [...]
Cloud Accounting with QuickBooks Online–An Overview
As a part of my ongoing series of articles on cloud accounting programs for small businesses, lets take a look at QuickBooks Online. It’s been around for awhile, it’s from a company that has a big presence in the small business accounting market, it’s one you are going to run into often. Intuit is making [...]
Improving QuickBooks Performance by Boosting RAM
I have openly been critical of Intuit’s intentional limitations of RAM for their QuickBooks products. In more than one article in this blog, I have written about the effects of these limitations on QuickBooks performance. We are all too aware that the performance of QuickBooks has always become worse as the database increases in size. [...]
Fixing QuickBooks Problems: Free Tools You Can Use
Any time that you are working with a program that runs on Microsoft Windows you have to be ready to fix odd problems that can crop up. QuickBooks is no exception – it relies on many different components and settings in Windows to work properly, and if something isn’t right then QuickBooks just won’t run [...]
Shopping for a QuickBooks Shopping Cart?
When I talk with new or potential customers, the question I get asked most is “What shopping cart should I use?” My answer is usually “It depends”. Generally I try to remain unbiased as I work with lots of different ecommerce products and try to remain “product agnostic”. In a previous article, I covered what [...]
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