RSSCategory: QuickBooks Tips/Tricks

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

Cloud Accounting News – Episode 5

Greg Lam presents episode five of his Cloud Accounting News. In the News This Week FreshBooks gets $30 million in funding from investors Zoho Books gets inventory Zoho Books is now multilingual Zoho Books has new US Sales Tax functionality What’s new in QuickBooks June Update #2 July 11th Update July 25th Update Xero introduced […]

July 28, 2014 | By | 4 Replies More

Cloud Accounting News – Episode 4

Greg Lam presents episode four of his Cloud Accounting News, featuring Bitcoin and payments. In the News This Week Intuit Labs launches PayByCoin Bitcoin payments for QuickBooks Online: QBO Blog Post Intuit Labs PayByCoin Site Coinbase Coinbase for Merchants Coinbase Payouts Page Bitcoin Charts Stripe Bitcoin Integration Square Invoices Xero Square Integration QuickBooks Online Square […]

July 14, 2014 | By | Reply More

Email QuickBooks Invoices to Multiple Recipients

Here’s a quick tip about QuickBooks desktop and emailing forms. If you want to email QuickBooks invoices to multiple recipients, you can enter multiple email addresses in the email field in the customer record, separated by a semicolon. There are times when you want invoices to be emailed to multiple receiving addresses. You may want […]

July 9, 2014 | By | 4 Replies More

QuickBooks 2014 R7 Released

Intuit released the QuickBooks 2014 R7 update for the U.S. version of QuickBooks today (7/3/2014). This is available as a manual update from the Intuit support website. It doesn’t appear to be going out as an automatic update yet; I’m guessing that Intuit will release it that way in about a week from this date. […]

July 3, 2014 | By | 29 Replies More

How to Market Your QuickBooks Practice

It’s summer, which means you’re either resting comfortably on the beach sipping a cold refreshment or attending any one of a number of accounting conferences. While I’d opt for the beach just about any time, I’ve spent quite a bit of time over the past six weeks attending these conferences, and along the way, talking […]

July 2, 2014 | By | 1 Reply More

Cloud Accounting News – Episode 3

Greg Lam presents his June 30 video coverage of Cloud Accounting News. In the News This Week Kashoo has new pricing. See Kashoo’s home page. QuickBooks Online has a Mac app. Learn more on QuickBooks Online’s Mac App Store web page and read an article by Charlie Russell on The Sleeter Group Blog. Wave gets […]

June 30, 2014 | By | 4 Replies More

QuickBooks Online and Square Register

Square offers an interesting point of sale (POS) system for the iPad, iPhone, and Android devices called Square Register that integrates with QuickBooks Online and QuickBooks Desktop. I talked about Square Register in a prior article, now let’s take a quick look at QuickBooks Online and Square Register. Note that the integration with QuickBooks desktop […]

June 23, 2014 | By | 2 Replies More

QuickBooks 2014 R6 Has Bugs!

The QuickBooks 2014 R6 update was released to manual update on June 12, and as I described in this article, it fixed a lot of problems. Unfortunately, we are finding that it also introduced some new problems. 7/3/2014: Intuit has released QuickBooks 2014 R7 to address some of the problems outlined in this article. Information […]

June 20, 2014 | By | 77 Replies More

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