Category: Expert’s Corner
In Search of the Perfect QuickBooks Shopping Cart Integration
In my previous blog article Ecommerce, Shopping Carts and QuickBooks I talked about how to choose a shopping cart. Now let’s take a deeper dive into some of the areas that should be considered before choosing a shopping cart or a software program that integrates a shopping cart with a back end accounting system. As [...]
The QuickBooks Online Income List
It’s an Income List, but not an income list. Confused? Don’t be, I’ll explain how it all works. Earlier this year, the QuickBooks Online team introduced the Income List. While I understand what is intended with this list, not to mention finding it to be a huge time saver and using it, I find that [...]
The Right Employee for the Job
When I ask retired business owners or entrepreneurs (I wonder in this economy, if there is such a thing) what was the one thing they didn’t miss about their business – one answer sticks out: “dealing with employees”. I can see the eyes rolling now…. Some of you will say “if they had a poor [...]
Creatures of Habit
Creatures of habit and the comfort zone. I have consistently opined about the varied ways that business look at their data, and I find the enigma of human behavior fascinating when it comes to ‘how and why’ somebody looks at something that relates to their business. With respect to hand held devices, I have often [...]
Are You Safeguarding Information When Sharing Files with Others?
As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?
What the Heck is EDI and Why Should I Care?
One of the backbones of eCommerce is EDI (Electronic Data Interchange), a standard method of exchanging files that has been around since the 1980’s. EDI is used in some degree in almost every industry. Over the years, it has become widely adopted throughout the retail, manufacturing, transportation and health care industries for exchanging data between [...]
QuickBooks Online Tips and Tricks
Since I told you about some of the latest updates to QuickBooks Online (QBO) in my last article, I thought this might be a good time to go over a few tricks that I’ve learned along the way. Some of them I’ve been using for years, and some are new to me. Using Multiple Windows: [...]
Expanding Your Business with QuickBooks Integrated Applications
It seems like with all the features that QuickBooks includes, there are still gaps in functionality for some industries and specific businesses. As a QuickBooks Consultant, how do we address these issues? Sometimes it is by using a work around in QuickBooks alone, but what about when that is not enough? That is when an [...]
Information – Public or Not Public?
I was reading my Wall Street Journal last week (yeah, the hold in my hand paper type) and I ran across an article that discussed information and type of information should be divulged to employees and in what format. A public company has more stringent rules that can limit what can be shown and when, [...]
Connecting the Pieces in the Chunkified World of Business Processes
For those of us who make a living focused on desktop accounting software such QuickBooks, Peachtree, or any of the dozens of Windows-based accounting products, I see huge disruption, but also exciting opportunities on the horizon. As I look around at new innovations, new venture capital investments, and new successes in the market, I’m becoming more and [...]
