Author Archive: Stacy Kildal

Stacy Kildal is owner/operator of Kildal Services LLC, located in Waterford Michigan—a full service bookkeeping company that specializes in all things QuickBooks. As a Certified Professional Bookkeeper and Advanced QuickBooks ProAdvisor, she supports QuickBooks clients all over the country, offering payroll, bookkeeping, training and consulting.

She regularly teaches QuickBooks workshops through the local county planning and economic development department, along with community college and continuing education classes for various school districts.  Stacy is one of the three hosts for the Radio Free QuickBooks weekly online radio show.

As a member of the esteemed Intuit Trainer/Writer Network, Stacy has presented many live seminars and webinars. Her attendees enjoy the passion she exhibits for her work and can easily relate to the many real life examples she uses during these presentations. She has also been featured frequently on Intuit’s Community "Ask the Expert" forums, at various Intuit Academy To Go podcasts, as well as hosting a number of Intuit Small Business Online Town Hall sessions. She an big fan of working mobile and has been recognized by Intuit as being an expert on QuickBooks Online, having written the Intuit Academy courses for the US, Singapore and Canadian versions.

Kildal Services LLC provides consulting, speaking and writing services to clients (including other accounting professionals) nationwide.

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Changes to QuickBooks Online Template Customization

In the past, customizing invoice templates in QuickBooks Online was sort of hard to find – and then sort of hard to actually customize. In the latest release, things have changed, and while it’s not exactly what many users have been asking for, I believe the new interface makes things a little easier to manage. […]

April 7, 2014 | By | 22 Replies More

QuickBooks Online Keyboard Shortcuts

QuickBooks Online keyboard shortcuts? We don’t need no stinkin’ keyboard shortc– Wait, wait wait! Heck yeah we do!! And I’m here to set the record straight folks, there ARE keyboard shortcuts, the ones we all know and have loved (and used, like, every second, amiright?) from QuickBooks desktop. Many of you may know that historically, […]

April 2, 2014 | By | 5 Replies More

Features of the New QuickBooks ProAdvisor Mobile App

One of my favorite mobile apps is the Intuit Online Payroll (IOP) app. I can literally do payroll from anywhere I have access to the Internet, via Wi-Fi or cell service. However, this article isn’t for me to gush about the IOP app. It’s to tell you about the new QuickBooks ProAdvisor Mobile App for […]

January 14, 2014 | By | 13 Replies More

Check Your Client’s Drawers

You heard me. You need to CHECK THEIR DRAWERS. I’m not sure if you’ve had a chance to use the New! Improved! QuickBooks Online “drawers” (or “panels”), you should take a look at them. Because they sort of rock. What do they do? One thing that it does is makes it easier to add billable […]

November 18, 2013 | By | 14 Replies More

QuickBooks Online Training: What a difference a year makes!

Sorry I’ve been a little absent lately from this blog, but it’s been for a great cause. I’ve been traveling the country, presenting Intuit’s “Find Freedom in the Cloud… Your Way” tour. Since I have a two week break from the tour, I thought I’d explain what the training is all about, share some feedback […]

October 8, 2013 | By | 3 Replies More

QuickBooks Online Job Costing via Class Tracking

While technically, QuickBooks Online doesn’t do Job Costing, there are a couple of ways to make it work. My last article covered QuickBooks Online Job Costing using the sub-customer method, now we’ll look at using Classes to track customer jobs. Setting Up QuickBooks Online Job Costing To begin, you’ll need to have a QuickBooks Online […]

July 31, 2013 | By | 23 Replies More

Job Costing in QuickBooks Online – Sub Customer Method

Yes, I swear it can be done. I even have a way to get Estimates vs. Actuals. The official party line is that QuickBooks Online does NOT do job costing. Intuit states: “Currently, QuickBooks Online does not offer a specific job-costing feature…”, but there are a couple ways you can set up Job Costing in […]

June 14, 2013 | By | 45 Replies More

Considerations for Converting from QuickBooks Online to Desktop

So you’ve made the decision? You really must switch from QuickBooks Online to Pro, Premier or Enterprise? You probably think I’m disappointed, but I promise, I’m not. I totally understand and I’m here to help you make the transition. As I previously mentioned, there are just some things that QuickBooks Online (QBO) can’t do that […]

April 17, 2013 | By | 17 Replies More

Checklist for Converting from QuickBooks Desktop to QuickBooks Online

Thinking of making the change from QuickBooks Pro, Premier, Enterprise or even Mac to QuickBooks Online? Read this first. I want to say, if you are considering this switch: YAY! Most of the people in the QuickBooks community know that I’m sort of a fan, so I’m always excited to hear about one of my […]

February 28, 2013 | By | 42 Replies More

Get Online or Get Left Behind

Yeah. I said it. I know it might sting a little bit, but sometimes the truth hurts. What do I mean by this? I mean that I recently had a conversation with someone in her mid-20s (I am, at the time of writing this, only 38), and she and I agreed: We totally judge a […]

January 11, 2013 | By | 10 Replies More

Get More Work Done with QuickBooks and Mavenlink

Want a great way to collaborate on projects with your staff and clients that will also integrate seamlessly with QuickBooks? Mavenlink is the answer. I first tried Mavenlink as an “official” reviewer for the Intuit Appcenter. Suffice to say I was blown away by the possibilities of this add on. It allows you to create […]

December 4, 2012 | By | 2 Replies More

What’s It Worth to Have Someone Manage Your Receivables and Collections?

I thought I’d begin my Intuit Appcenter Series with the newest of my favorite apps, ZenCash. The title of my article is a tagline directly from their web page, and the answer – at least for ZenCash users – is most likely that it’s worth a lot more than what they’ll have to pay to […]

October 2, 2012 | By | 3 Replies More

QuickBooks Online vs. Desktop: Is One Better than the Other?

No. They are more like Chocolate and Peanut Butter – great on their own, but together, they’re special. Everyone knows me as the QuickBooks Online Chick. I truly adore QuickBooks Online. I think it’s pretty sexy – it’s always on, it’s anywhere I need it and it’s got new stuff every month. But my first […]

August 14, 2012 | By | 83 Replies More

QuickBooks Online Downloaded Transactions

Tedious. Painful. Soul crushing. I’m talking about the old Online Banking in QuickBooks Online. And I swear – those are not exaggerations. Imagine having 90 transactions to either match or add to a bank or credit card account in QBO and only being able to see 4 at a time.

June 28, 2012 | By | 17 Replies More