Author Archive: Doug Sleeter
Doug Sleeter is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, Doug has melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.
Doug is best known for his expertise in QuickBooks as well as driving the adoption of online accounting and small business process solutions. In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems.
The CPA Practice Advisor has recognized Doug as one of the "Top 25 Thought Leaders" in the accounting profession for the past several years and he has been named to Accounting Today's "Top 100 Most Influential People in Accounting" each year since 2008.
Highly sought for his ability to engage and educate accounting professionals, Doug presents at various accounting events throughout the year including those held by the AICPA and numerous State CPA societies. Doug also hosts an Accounting Solutions Conference and Tradeshow attended by hundreds of accounting professionals, industry leaders and technology developers.
Tracking Use Tax on Purchases in QuickBooks
I was recently asked by a reader about how to track Use Tax on purchases in QuickBooks. In states that charge sales tax, purchasers within those states often avoid paying tax by purchasing items from out-of-state suppliers. However, they are required to report those purchases to the state in which they“use” the purchased items, and [...]
Connecting Data Between QuickBooks and Other Applications–My Nightmare
Last summer I experienced a “data nightmare” with a QuickBooks data file. We were using QuickBooks Enterprise 12 R8 and the data file had about 5 years of transactions. The problems we encountered get to the core of what can go wrong when connecting two software systems together, but this case is specific to QuickBooks [...]
Restaurant Accounting with QuickBooks: Recording Daily Sales
A restaurant’s success relies on an effective back office accounting system, and QuickBooks financial software can be a critical part of that success. QuickBooks can be used for purchasing, bill paying, tips tracking, gift certificates, cash management, time tracking, and payroll. However, restaurants that choose QuickBooks for their accounting will need to understand how to [...]
What SMBs Want from Accountants
In January 2013, The Sleeter Group conducted some research of small and medium-sized business (SMB) owners across the US. The goal of the research was to learn about what SMBs want from their outside accounting firm. We asked a series of questions that targeted the types of services currently provided by CPA firms, as well [...]
Still Addicted to Desktop Software? Get it Hosted in the Cloud
Since many small businesses are addicted to software solutions developed to run on Windows, the idea of pulling the plug on all of that software all at once is sometimes just too much to take on. This is where the idea of hosting your windows applications in the cloud becomes not only a viable option, [...]
Prepare Your Form 1099 MISC Online and Paperless
How to Prepare, E-Deliver, and E-File Your 1099-MISC forms in 2013 Every business needs to prepare, deliver, and file FORM 1099 MISC for their non-corporation vendors. In the past, the time and costs of preparing, printing, mailing, and filing 1099 has been quite onerous. In my last post, I covered the basics of setting up [...]
How to set up 1099 tracking in QuickBooks, QuickBooks Online, or Xero
Form 1099 MISC is a Federal “information” tax return that all businesses must produce for every non-corporation vendor (individual, partnership, or estate). Today we’ll talk about how to set up your 2013 1099′s in QuickBooks for Windows, QuickBooks Online, and Xero. See my post about using Track1099 for details on preparing, e-delivering, and e-filing FORM 1099. [...]
Using QuickBooks Zero-Dollar Checks to Record Payroll Costs by Job and Class
See a video of Doug Sleeter demonstrating this process: If you use an outside payroll service (or payroll software from a source other than Intuit) to process your payroll, using zero-dollar checks may be the easiest way to enter job cost payroll expenses. One advantage to this method is that it does not require you [...]
Update Your Payment Terms to Improve Cash Flow
When you started your company, did you include any of the following statements as part of your plan? “We will provide cash flow financing for our customers, and we’ll always let them pay us late.” “We will deliver products and services to our customers regardless of when or if they pay us.” “We will extend [...]
2013 Awesome Applications–Help us Recognize Excellence
Each year we review new and updated cloud, online and mobile solutions designed to help accountants support their small business clients in ways unimaginable just a few short years ago, and we highlight the best with our Awesome Applications Awards. This year we need your help! The Awesome Applications Awards are an opportunity for both [...]
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