Consider this article a guide when working with your bookkeeper or accountant. As the end of the year approaches, you and your accountant

When I first started using this amazing accounting system I was just as lost as so many first-time users. Unfortunately, I made mistakes that cost my business money. Some might say, 'That's just the cost of doing business." According to The Hartford, 29% of businesses fail every year due to cash flow problems and over 8 out of 10 experience cash flow problems throughout the year. If you are like the millions of QuickBooks users who do not have an accounting background then yo

During my public seminars, several people ask for some of the apps that I use or that I have recommended to my clients. For example, TSheets is an application I use and often mention to business owners during class that need a way to integrate a time tracking tool into either QuickBooks Desktop or QuickBooks Online. This app is used to track employee time and saves companies money with Payroll related expenses. TSheets offers FREE, unlimited, award-winning support by phone, o

Here’s a quick recap of the July enhancements and updates in QuickBooks® Online. Two new features that improve functionality for multi-user firms in QuickBooks Online Accountant: Manage projects directly within QuickBooks Online: Projects, the newest addition to QuickBooks Online Labs, is now available to QuickBooks Online Plus users in the U.S. With Projects Getting started is as easy as lighting a sparkler (hey, watch those fingers)! Learn how to setup and use the new Proj

Here’s a quick recap of this month’s enhancements and updates in QuickBooks® Online. Do you have a multi-user office? Three new features that improve functionality for multi-user firms in QuickBooks Online Accountant: Easily assign a new Lead to client accounts. If a lead team member on an account leaves the firm, QBOA will prompt you to assign a new lead team member as the primary point of contact for the client, ensuring your access to the client’s account won’t be interrup

Who doesn't want to save time? Discover 5 ways in this infographic. More info. Learn the automatic download feature in QuickBooks Online that will help expedite the process by automating expense management. With bank feeds in QuickBooks Online, you can set up and manage rules for categorizing transactions. Eliminate the need for you to update categories and adjust transactions individually, meaning there's less room for error. See how your ProAdvisor can provide better strate