RSSCategory: QuickBooks Tips/Tricks

Cloud Accounting News

Greg Lam presents his June 16 video coverage of Cloud Accounting News. In the News This Week Zoho Books has a new app for the Windows Surface. Visit the Windows store to download the free app. Xero has rebuilt and launched its Aged reports as well as created a separate Expense Claim Detail report. Learn […]

June 18, 2014 | By | 3 Replies More

QuickBooks Online Expense Management with Tallie

Tallie is a simple-to-use but full-featured online expense management system that captures expense data from a variety of sources and provides a system for reviewing, submitting, and approving expenses. I reviewed Tallie last year in my article “QuickBooks Expense Management with Tallie,” and talked about how it integrates with QuickBooks Desktop. Now Tallie is extending […]

June 17, 2014 | By | Reply More

QuickBooks Inventory Counting

Does your business manage an inventory? In this article, I’ll explain how you can improve operations, increase customer satisfaction, and reduce theft with one simple action: counting. How often do you count the money in your wallet or purse? How often do you go through your refrigerator and pantry before you go grocery shopping? How […]

June 16, 2014 | By | Reply More

QuickBooks Online Video Review: Part 3

In Part 3 of my QuickBooks Online Video Review, I’ll be covering the import and export of data, add-ons, reports, sales tax, Quickbooks Online Accountant, file attachments, and offer my overall opinion of QuickBooks Online. This is the final installment of my QuickBooks Online Video Review series. QuickBooks Online Accounting Software Video Review: Part 1 QuickBooks Online Video […]

June 13, 2014 | By | 8 Replies More

QuickBooks 2014 R6 Released

On June 12, 2014, Intuit released the QuickBooks 2014 R6 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website. I expect it will be available as an automatic update in about a week from this date. This is about the time when we start to […]

June 12, 2014 | By | 24 Replies More

The QuickBooks App for Mac

Intuit announced on June 12, 2014, the QuickBooks App for Mac, a native Mac app that will provide an improved experience for Mac users who subscribe to QuickBooks Online. The Intuit Business Operating System In my October 2013 article “The Intuit Business Operating System,” I talked about how Intuit believes that its future is “in the cloud,” […]

June 12, 2014 | By | 9 Replies More

Deep Dive into QuickBooks Online Bank Feed

In the new QuickBooks Online, the bank feed feature takes a prominent role. Everyone is looking to do as little data entry as possible – professionals too! The idea of being able to record transactions directly from what flows through the bank, credit card, and payment processing accounts (e.g., Square, PayPal) is appealing to almost […]

June 11, 2014 | By | 6 Replies More

QuickBooks Online Video Review: Part 2

In Part 2 of my QuickBooks Online video review, I’ll be covering invoicing, billing, and payments. This was originally going to be a two-part review, but since there was so much content to cover, it will be split into three parts. There are actually two main areas in QuickBooks Online where you can view sales data: the […]

May 22, 2014 | By | 2 Replies More

Vend POS for QuickBooks Online

When I first heard there was a FINALLY a point-of-sale (POS) product – Vend – that will work with QuickBooks Online I was excited. A little apprehensive, perhaps, but excited. According to the Vend website, “Vend is point-of-sale, inventory, and customer loyalty software that makes it easy to set up, manage, and grow your business.” […]

May 20, 2014 | By | 6 Replies More

Avoid Mistakes Downloading Transactions in QuickBooks Online

As more small businesses start using QuickBooks Online, we (accountants and bookkeepers) need to be prepared to support them. Clients often start using QuickBooks Online on their own, but then call us when they’ve made mistakes. One of the great features of QuickBooks Online is having bank and credit card transactions automatically downloaded every night. […]

May 14, 2014 | By | 1 Reply More

Simplify QuickBooks Data Analysis in Excel

If you’re not aware of certain nuances within the two programs, analyzing QuickBooks data in Excel can be an exercise in frustration. In this article, I’ll empower you with techniques for both programs that can transform how you crunch numbers. Among other things, I’ll share my favorite report for QuickBooks data analysis in Excel, a […]

April 29, 2014 | By | 23 Replies More

My First Tax-Time Experience with Intuit Tax Online

Hello. My name is MB Raimondi. I’m a CPA and I like the cloud! I put my first client on QuickBooks Online in 2002, shortly after it was released (I’ve also used QuickBooks Desktop since the DOS version and Intuit’s ProSeries tax software since before Intuit bought it). I use SmartVault, ShareFile, TSheets, Concur, and […]

April 28, 2014 | By | 15 Replies More

QuickBooks Online Accounting Software Video Review – Part 1

While QuickBooks Online has been around for over a decade, there were changes made in 2013 to revamp and reposition it. As a part of The Sleeter Group’s ongoing research and in connection with our new ebook – Online Accounting Software: Finding the Right Match – I’ll review QuickBooks Online in a three-part video series. Complete […]

April 24, 2014 | By | 3 Replies More

Evaluating the Impact of the Heartbleed Bug

In my recent article “The Heartbleed Bug and Business Security,” I talked about how some websites would be vulnerable to this security flaw and others would not. I was curious as to which of the sites I work with as a ProAdvisor were affected. This is a key issue, because if a site might have been […]

April 22, 2014 | By | 1 Reply More