Recent Articles

5 Strategies for the Younger Generation to Grow and Succeed

November 20, 2014 | By | Reply More

After getting inspired from Solution14 keynote speaker Susan Solovic who spoke about marketing and branding, it became apparent just how many opportunities the younger generation has to reach growth and success at their firms or companies. Here’s my take on 5 strategies for the younger generation to grow and succeed: Failure is Okay Bill Gates […]

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QuickBooks 2015 R4

November 19, 2014 | By | 5 Replies More

Intuit released the QuickBooks 2015 R4 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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QuickBooks Statement Writer vs. Excel FSM

November 18, 2014 | By | 3 Replies More

Creating financial statements from QuickBooks data can be a tricky endeavor. Yes, it’s easy enough to choose Reports, Company and Financial, and then Profit & Loss—as long as you don’t mind account numbers embedded into your P&L report. QuickBooks Premier Accountant Edition and Enterprise Solutions users have a built–in tool known as QuickBooks Statement Writer […]

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Using Tallie to get Auditable and Reconcilable Transactions into QuickBooks Online

November 17, 2014 | By | 2 Replies More

I’ve got this problem. I want accounting to be automated. But I often find software isn’t smart enough. One thing I wanted automated is the entry of auditable transaction records. I want the purchase details of the tablet I bought from Amazon, for example, to be entered into my accounting software without me having to […]

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Troubleshooting When Excel Goes Awry

November 11, 2014 | By | Reply More

It can be maddening when a trusted program such as Microsoft Excel suddenly starts exhibiting odd behavior. It’s sometimes difficult to tell if the culprit is Excel, Windows, or some sort of malware that’s wormed its way into your computer. In this article I’ll run through my typical list of items to rule-out when Excel […]

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Helpful QuickBooks Utilities – Batch Invoice Sales Orders

November 6, 2014 | By | Reply More

One of the reasons that QuickBooks Desktop is easier to work with is the availability for little low-cost utility programs that can be used to solve a particular problem that QuickBooks by itself can’t resolve. I’m always looking for these kinds of tools. Let’s look at a new tool, Batch Invoice Sales Orders. It should […]

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Charting QuickBooks Data

November 4, 2014 | By | 1 Reply More

You may be surprised to discover that QuickBooks offers over one dozen charts. Some of these are buried within the Reports menus, while others appear within the Company Snapshot feature. In this article I’ll show you to fastest way to access charts in QuickBooks, tricks for interacting with these charts, as well as a few […]

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Top 3 Questions Before Taking On a Business Loan

November 3, 2014 | By | 1 Reply More

The decision to take on a business loan is not one that should be made in a day. With the ample business financing options available to small-business owners in today’s lending marketplace, it’s more important than ever to consider all options and how they will affect both your business and personal life. Before considering a […]

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Did QB Connect Help Us Understand Intuit’s Strategy?

October 30, 2014 | By | 13 Replies More

Now that we are finished with Intuit’s QB Connect conference, the question comes to mind: Did QB Connect help us understand Intuit’s strategy for the growth of QuickBooks? It was a pleasure to attend QB Connect and meet people like you who install and support Intuit and other accounting products, but many people didn’t have […]

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Getting Paid Online vs Offline

October 29, 2014 | By | 2 Replies More

Choosing the right payment provider to process payments for your business is an important task. There are different factors to consider if you are getting paid online vs. getting paid offline at a brick and mortar location. Let’s talk about some of the factors that you need to consider. Getting Paid Online vs. Brick and […]

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QuickBooks Online Update for October 2014

October 28, 2014 | By | 10 Replies More

Here’s a quick look at the updates that Intuit is releasing for their QuickBooks Online update for October 2014. Keep in mind that they roll these out to users in waves, so you might not see these right away. These are all incremental changes, tweaks to the program that help make the program more useable. […]

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Intuit Changes the QuickBooks ProAdvisor Program

October 21, 2014 | By | 23 Replies More

Intuit has announced that they are reconfiguring the QuickBooks ProAdvisor program, starting December 2014. Here’s a quick overview of the changes that have just been announced. More details about this will be coming out soon. Intuit is combining the QuickBooks ProAdvisor and Cloud ProAdvisor programs rather than have two separate programs. It really didn’t make […]

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Intuit Introduces the New QuickBooks Online Accountant

October 21, 2014 | By | 4 Replies More

Today Intuit introduced a major overhaul of QuickBooks Online Accountant, the tool that accounting professionals and QuickBooks ProAdvisors use to work with their QuickBooks Online clients, as well as to manage their own practice. I haven’t had my hands on this yet, so the information provided here is based on demonstrations that I’ve seen, as […]

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Cloud Accounting News – QuickBooks Online, FreshBoooks, Xero, Wave, Zoho Books, Kashoo, Sage One

October 20, 2014 | By | 7 Replies More

Here’s our Cloud Accounting News for October. Wave Gets Customer Statements Wave now has customer statements, which goes hand-in-hand with Wave’s online invoices.   Wave’s statements have the basic type of things you’d expect, like a list of invoices (you can choose whether to include all invoices or only unpaid invoices), the amounts paid, and the […]

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