Category: For Consultants/Accountants
The Value of Integrated CRM
Integrated CRM (Customer Relations Management) is the way the profession is moving—offering a convenient information hub for centralizing operations across an organization.
SmartVault for QuickBooks Document Management, and Beyond
Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]
Trading Credits Between Jobs in QuickBooks
I occasionally get clients (particularly contractors) asking me if they can transfer the overpaid balance from one project to another, often from a completed project to a new project. They thought it would be easy. They thought they could create a journal entry and debit Accounts Receivable for the overpaid job and credit Accounts Receivable [...]
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 [...]
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 [...]
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 [...]
Merchant Services-Intuit and Beyond
Is it just me, or is merchant account processing way more complicated than it needs to be? Take for example, Intuit Merchant Services. If you look on their website at http://payments.intuit.com, you will see the following account options: Intuit Online Terminal Intuit Go Payment Intuit Merchant Service for QuickBooks Intuit Merchant Service for Web Stores [...]
Have You Used QuickBooks Online Lately?
“I tell my clients to avoid QuickBooks Online” is a common post I see on QuickBooks forums, and one that I continually rush to offset. For many accounting professionals, it seems that QuickBooks Online (QBO) is a “worst case scenario” for their clients. I want to share some new QBO features that may help change [...]
W-2 Employer Health Insurance Reporting – Small Employers Get a Break, for Now
For those small businesses who are worried about how they will track and report health insurance benefits on Form W-2, I have some good news. At least for most of you, and at least for now. That is, for tax year 2012 (W-2s filed in January of 2013). But after that, stay tuned to what [...]
