Recent Articles

FreshBooks Accounting Software Video Review

July 24, 2014 | By | 3 Replies More

As a part of The Sleeter Group’s ongoing research and in connection with our just-released ebook – Online Accounting Software: Finding the Right Match – I’ll review FreshBooks Cloud Accounting software via video. Complete details about FreshBooks can be found in the book. This FreshBooks accounting software video review covers the following: Does FreshBooks have the accounting basics? […]

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TRANSAX Gateway for QuickBooks Desktop Merchant Services

July 23, 2014 | By | 2 Replies More

If you’re working with QuickBooks desktop and process credit card or ACH payments either directly or through a website, processing those payments and getting the information into QuickBooks can be a pain. Today we’ll take a quick look at an interesting product that offers many options (as well as opportunities for accounting professionals) – TRANSAX Gateway. […]

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Automating an Excel-Based Financial Statement

July 22, 2014 | By | Reply More

QuickBooks allows you a fair amount of control over financial statements – just about any user can easily customize the built-in reports. Users of Enterprise Solutions and Accountant versions can go farther and use the Financial Statement Designer to integrate QuickBooks and Excel. Yet, sometimes neither of these options is sufficient, so users dump data […]

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Kashoo Accounting Software Video Review: Part 2

July 17, 2014 | By | Reply More

In Part 2 of my Kashoo accounting software review, I’ll discuss banking, payroll, reports, getting data in and out, sales taxes, accountant tools, mobile apps, and support. I’ll also present my overall opinion of Kashoo. If you missed Part 1, you can see it here. Catch Greg’s presentations at Solutions14, November 9–12 at Caesars Palace in Las […]

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Xero Add-ons Reflect a Robust, Global Ecosystem

July 15, 2014 | By | 3 Replies More

One of my favorite things about Xero is its add-on community. Pundits talk about how Xero doesn’t do this or doesn’t do that. They want a software that’s everything to everybody (or at least more things to more people). Sure, many midsized businesses need more out of their accounting software than a Xero or QuickBooks […]

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Cloud Accounting News – Episode 4

July 14, 2014 | By | Reply More

Greg Lam presents episode four of his Cloud Accounting News, featuring Bitcoin and payments. In the News This Week Intuit Labs launches PayByCoin Bitcoin payments for QuickBooks Online: QBO Blog Post Intuit Labs PayByCoin Site Coinbase Coinbase for Merchants Coinbase Payouts Page Bitcoin Charts Stripe Bitcoin Integration Square Invoices Xero Square Integration QuickBooks Online Square […]

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Kashoo Accounting Software Video Review: Part 1

July 10, 2014 | By | Reply More

As a part of The Sleeter Group’s ongoing research and in connection with our just-released ebook – Online Accounting Software: Finding the Right Match – I’ll review Kashoo accounting software in a two-part video series. Complete details about Kashoo can be found in the book. This Kashoo accounting software video review (Part 1 of 2) covers the following: Does […]

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Email QuickBooks Invoices to Multiple Recipients

July 9, 2014 | By | 4 Replies More

Here’s a quick tip about QuickBooks desktop and emailing forms. If you want to email QuickBooks invoices to multiple recipients, you can enter multiple email addresses in the email field in the customer record, separated by a semicolon. There are times when you want invoices to be emailed to multiple receiving addresses. You may want […]

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Xero Practice Manager

July 8, 2014 | By | Reply More

In June 2014, Xero launched Practice Manager, which is a project management, customer relationship management (CRM), and invoicing solution specifically made for accounting practices. Practice Manager falls under the umbrella of Practice Studio, which is a set of accountant-specific tools offered by Xero. Practice Manager’s laundry list of capabilities include: Client and lead management Time sheets for recording […]

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Top 5 Small Business Financing Mistakes

July 7, 2014 | By | 1 Reply More

Running a small business is an all-consuming endeavor, and many small business owners and entrepreneurs are often so busy running their businesses that they don’t slow down and pump the breaks when it comes to weighing all of their financial options. Avoid making these five common small business financing mistakes that could wind up costing […]

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QuickBooks 2014 R7 Released

July 3, 2014 | By | 20 Replies More

Intuit released the QuickBooks 2014 R7 update for the U.S. version of QuickBooks today (7/3/2014). This is available as a manual update from the Intuit support website. It doesn’t appear to be going out as an automatic update yet; I’m guessing that Intuit will release it that way in about a week from this date. […]

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How to Market Your QuickBooks Practice

July 2, 2014 | By | 1 Reply More

It’s summer, which means you’re either resting comfortably on the beach sipping a cold refreshment or attending any one of a number of accounting conferences. While I’d opt for the beach just about any time, I’ve spent quite a bit of time over the past six weeks attending these conferences, and along the way, talking […]

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Compliance: Do I Care or Have a Choice?

July 1, 2014 | By | 1 Reply More

I’ve been thinking about choice and freedom frequently during the past few months. For those of you who don’t know me, I like pretty much everybody and don’t have any particular political agenda, nor is this blog a place for such discussion. As my personal mission statement of more than 30 years states, I’m most […]

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Cloud Accounting News – Episode 3

June 30, 2014 | By | 4 Replies More

Greg Lam presents his June 30 video coverage of Cloud Accounting News. In the News This Week Kashoo has new pricing. See Kashoo’s home page. QuickBooks Online has a Mac app. Learn more on QuickBooks Online’s Mac App Store web page and read an article by Charlie Russell on The Sleeter Group Blog. Wave gets […]

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