Recent Articles

QuickBooks 2014 R8

December 18, 2014 | By | 8 Replies More

Intuit released the QuickBooks 2014 R8 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website, and I believe that it is also being pushed out immediately as an automatic update at the same time (but I’m not sure of that yet). I don’t have any […]

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What Bill.com Can Do for your Business

December 17, 2014 | By | 1 Reply More

As I wandered around the exhibit hall at Solutions14  I noticed a constant stream of attendees at the Bill.com booth. They were watching demonstrations and gathering information about the application. For those of you that are not using Bill.com or have not taken a look at it recently here is an overview. Taming the Accounts […]

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QuickBooks 2015 R5 and QuickBooks Payments

December 16, 2014 | By | 8 Replies More

Intuit released the QuickBooks 2015 R5 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website, and I believe that it is also being pushed out immediately as an automatic update at the same time (but I’m not sure of that yet). I don’t have any […]

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Xero Update December 2014

December 15, 2014 | By | 1 Reply More

Here’s a look at the Xero update for December 2014, released today. There are a number of changes, including updates of the dashboard and help center, some new report and setup options, additional transaction reports and more. The official release notes can be found here, and Xero has a couple blog posts about it here and […]

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QuickBooks Online Accountant Document Management

December 11, 2014 | By | 6 Replies More

Intuit recently introduced a greatly improved QuickBooks Online Accountant (see my overview article), and one of the major new features is the ability to request and share documents. Let’s dig into the new QuickBooks Online Accountant document management feature further to see what it can do for you, and also what it cannot do for […]

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QuickBooks Enterprise Advanced Reporting Fee for ProAdvisors

December 9, 2014 | By | 22 Replies More

I was very interested when Intuit introduced the QuickBooks Enterprise Advanced Reporting feature earlier this year – finally Intuit has recognized that reporting is an important tool for a business application and that QuickBooks hasn’t provided users with an adequately flexible solution. My interest increased when I found that this was a tool that ProAdvisors […]

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How To Deal With Advisor Biases

December 9, 2014 | By | Reply More

In many phases of launching and operating a business, having a few advisors in your contact list can be a real lifesaver. Trusted advisors that know you and your business will be able to offer invaluable opinions about everything from handling employees to exit strategies. However, it’s important to realize that all advisors have biases […]

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Visualizing the Next Generation Accounting Firm

December 8, 2014 | By | 1 Reply More

A resounding message at The Sleeter Group’s 2014 Accounting Solutions Conference was how the accounting profession needs to change to better meet the needs of small business owners. It was almost scary how keynote after keynote, and speaker after speaker, echoed the same message: accounting firms need to up their game and become better business […]

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QuickBooks Online Update for December 2014

December 4, 2014 | By | 12 Replies More

Here’s a quick look at the updates that Intuit is releasing for their QuickBooks Online update for December 2014. Keep in mind that they roll these out to users in waves, so you might not see these right away. Customers Split View This is one that people were able to preview via the QuickBooks Labs […]

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Intuit Releases the New QuickBooks Online Accountant

December 3, 2014 | By | 19 Replies More

Last October Intuit introduced the new QuickBooks Online Accountant, and starting this week they will be rolling this out. Let’s take a quick look at some of the details of this new release. This is just an overview, I will have some more in-depth looks at some of the features later on. The New QuickBooks […]

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Did Solutions14 Top Off Your Year??

December 3, 2014 | By | 1 Reply More

Now that we are finished with The Sleeter Group’s production of Solutions14 conference, I’ve been pondering this question: Did Solutions14 help us set a direction for our firms in 2015? It was a privilege and honor to attend Solutions14 and speak with many of you who install and support Intuit and other accounting products, but […]

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Cloud Accounting News – Dec 2014

December 2, 2014 | By | Reply More

Here’s our Cloud Accounting News roundup for November/December, 2014. QuickBooks Online QuickBooks Online regularly releases updates, which we’ve specifically covered in the following blog posts: QuickBooks Online iPhone / iPad 4.1 Update November 2014 QuickBooks Online Update for October 2014 So please visit those links for full coverage. Xero Xero acquires Monchilla Xero has acquired Monchilla. […]

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How Do I Build a Cloud Accounting Firm?

December 1, 2014 | By | 28 Replies More

At Solutions14 this past month, I was interested to learn that our community has finally started to embrace cloud technology as a not-so controversial method of delivering services.  People are finally starting to understand that having their information on a cloud server and protected with redundant backups and armed guards is preferable to keeping data on your […]

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QuickBooks Online iPhone / iPad 4.1 Update November 2014

November 25, 2014 | By | Reply More

Here’s a quick look at the updates that Intuit is releasing for their QuickBooks Online iPhone / iPad 4.1 November 2014 update. Please not that most of these updates only apply to the U.S. version of the IOS apps. Add, match, and accept bank transactions (U.S. only) The QuickBooks Online iPhone and iPad apps can now […]

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