RSSCategory: QuickBooks Tips/Tricks

QuickBooks 2015 Enterprise Transaction Enhancements

Intuit continues to expand the special features that make Enterprise more powerful than the Pro and Premier products. QuickBooks 2015 Enterprise adds a number of very interesting features that can apply to any kind of business. Some are new features, many are things that people have been requesting for years. There are so many changes […]

September 12, 2014 | By | 3 Replies More

QuickBooks 2015 Report Changes

We spend a lot of time looking at and working with QuickBooks reports, and Intuit has placed an emphasis on that this year with the QuickBooks 2015 report changes. They have implemented a number of changes in how reports display, updated some things that people have been asking for, as well as adding some interesting […]

September 11, 2014 | By | 5 Replies More

QuickBooks 2015 Accountant Improvements

Let’s take a look at what is new for accountants in QuickBooks 2015. But first, let’s clarify a few things before we dig in. QuickBooks Accountant is a product by Intuit that provides features that aren’t found in QuickBooks Pro and QuickBooks Premier, that an accounting professional will find useful. You can get this in […]

September 10, 2014 | By | 11 Replies More

New QuickBooks 2015 Features: All Versions

Here’s some detail on changes that Intuit has implemented in all versions of QuickBooks for Windows. A variety of changes, from small tweaks to larger improvements, mostly in the realm of fine-tuning the product. But some of them are pretty useful… This article was updated on 9/15/2014 QuickBooks 2015 Income Tracker Improvements Intuit added the […]

September 9, 2014 | By | 32 Replies More

Intuit is Discontinuing Intuit Sync Manager

Intuit has told add-on software developers that they are discontinuing Intuit Sync Manager and services that support it on March 1st of 2016. Yes, a year and a half from now. Let’s look at what this means to users and software developers? What Is Intuit Sync Manager? To be more accurate, Intuit said they are […]

September 8, 2014 | By | 21 Replies More

QuickBooks 2015 Has Arrived! Here is What To Expect

QuickBooks 2015 for the desktop is here! This release contains a number of new features as well as improvements to existing ones. I’ll list the major changes that I’m aware of in this article. Keep your eyes on the QuickBooks and Beyond blog over the next few weeks as I publish a series of articles […]

September 8, 2014 | By | 53 Replies More

Intuit Discontinues Salesforce for QuickBooks

Today Intuit announced that they are discontinuing their Salesforce for QuickBooks subscription service (both the CRM subscription itself and the QuickBooks/Salesforce integration app), effective December 3 of 2014. I wrote about Salesforce for QuickBooks when it was introduced in 2011. All current subscribers have been notified, and there is a transition plan in place to […]

September 4, 2014 | By | 9 Replies More

Fixing QuickBooks Online Accountant Chrome Login Problems

I usually use Chrome as my browser, and it is usually a good match with QuickBooks Online Accountant. Sometimes, though, I run into some QuickBooks Online Accountant Chrome login problems that can be frustrating. Fortunately, there are a number of easy fixes. Note that this can also be an issue with a regular QuickBooks Online […]

September 3, 2014 | By | 5 Replies More

QuickBooks for Law Firms: General Retainers

Funds received by law firms from clients fall into three categories: Payment of fees and costs Trust accounts/Interest on Lawyer Trust Accounts (IOLTAs) Prepayments and overpayments In this article we will discuss prepayments and overpayments and how to deal with them in QuickBooks for Windows. This is an excerpt from QuickBooks for Law Firms, an […]

August 28, 2014 | By | 7 Replies More

QuickBooks Online Update for August 25 2014

Intuit has release an updated version of QuickBooks Online August 25. Here is an overview of the changes that you will see. The majority of these are small issues and tweaks based on customer feedback, as well as cleaning up some details. I have some “before” and “after” screen shots so that you can clearly […]

August 26, 2014 | By | 7 Replies More

QuickBooks Online Updates: Why You Don’t See What I See

Intuit releases a new version of QuickBooks Online at least once a month these days. You’ll see announcements of the new features in various places (such as here, or from Woody Adams at, but sometimes when you go to check out those new features you won’t see them! What gives? This can be frustrating […]

August 20, 2014 | By | 4 Replies More

QuickBooks Online Advanced Certification

Intuit has announced that they will be offering a QuickBooks Online Advanced Certification exam later this Fall. This shouldn’t be a surprise to anyone involved with the QuickBooks ProAdvisor program. We’ve had a QuickBooks (desktop) Advanced Certification since 2009, and with Intuit’s emphasis on QuickBooks Online it was only a matter of time before they […]

August 13, 2014 | By | Reply More

Business Analytics with Finagraph

Business analytics for small businesses is the great frontier these days. It’s an area where most SMB’s just haven’t taken the time to explore, it’s a tool that accounting professionals should implement in their quest to become a trusted advisor to their clients. A new tool in this area is Finagraph, which brings a different […]

August 7, 2014 | By | 3 Replies More

Auditing QuickBooks Enhanced Inventory Receiving

Intuit introduced the Enhanced Inventory Receiving feature in QuickBooks Enterprise 2012 to address some problems with Item Receipt transactions. In this article, I’ll talk about how to check for problems in the Inventory Offset Account that this feature uses. What Is Enhanced Inventory Receiving? It isn’t unusual for a business to receive an inventory item […]

July 31, 2014 | By | 5 Replies More