Transaction Pro comes in a variety of flavors. The most commonly used version is Transaction Pro Importer or affectionately known as TPI. Transaction Pro is built and run by Karen Magno and her husband, people we have come to love in the industry we share. This post will give you a few ideas on how to make more money with Transaction Pro, written by our esteemed colleague and brilliant ProAdvisor Terri Wilson.
COOPETITION: How to work with your competitors so everyone wins
When collaboration and competition collide, beautiful things can happen. This is what we like to refer to as COOPETITION. When you shift your thoughts from thinking everyone is out to steal your business to think about how we can work … Read More
Nurturing Partners and Building Long Standing Relationships
When Eric Greenspan asked me if I would consider writing an article on how to Nurture Partners and Building Long Standing Relationships my first thought was what the heck I don’t usually write non-technical posts. Why is Eric asking me … Read More
Get Ready for Accounting Automation
Not too long ago, everyone thought that accountants could be replaced by software, just like the travel agency. Isn’t accounting easy? It’s math and rules after all! If a software company can develop an algorithm for all the “rules” than … Read More
How to Properly Tackle Accounts Receivable in the QuickBooks World?
Let’s talk about Accounts Receivable when using QuickBooks Collecting money for your business can be time consuming. Sending paper statements and waiting for clients to mail in a check is a thing of the past. If you are still using the … Read More
Affiliate Marketing Tips – Guest Post from Karen Magno of Transaction Pro Importer
Tips on How to use Affiliate Marketing Effectively If you are using or recommending any applications or products in your practice you should consider taking a look at Affiliate Marketing. If affiliate marketing is done effectively you can start receiving … Read More
10 Small Business Bookkeeping Mistakes to Avoid
10 Small Business Bookkeeping Mistakes to Avoid Maybe you’re just starting out, or maybe you’ve had a trusted bookkeeper leave you. Either way, if you’re taking a do-it-yourself approach to your bookkeeping, you’ll want to avoid the top 10 mistakes … Read More
Payment Options for your Customers
There are many choices when considering which payment options for your clients. Some of those options include: Aggregate Merchants (PayPal, Square, etc.) Cash Credit Cards (Merchant Services & Payment Gateways) Electronic Funds (ACH) Mobile Payments (Swipers) Paper Checks Scanned Checks … Read More
Huge News for those Attending QuickBooks Connect
This guest post was brought to you by Stacy Kildal of Kildal Services LLC. We were not compensated for this post nor were any animals harmed. I am absolutely horrible at keeping secrets, and I’ve had to keep one under … Read More
How to Record Credit Card Cash Rewards in QuickBooks
This guest post is brought to you by Alicia Katz Pollock of Royalwise Solutions, Inc. I just got a new credit card that gives me cash back, a percentage of the money I spend. When I imported the refund transaction … Read More
How to Do Job Costing in QuickBooks When You Outsource Payroll
This guest post is brought to you by Alicia Katz Pollock of Royalwise Solutions, Inc. QuickBooks has a powerful Job Costing feature that allows you to compare the income you made from a job to the expenses you incurred to … Read More
Why is the Balance sheet so important?
How many tax professionals out there use their clients QuickBooks, or for that matter any other accounting software program file, to create the tax return? I would guess quite a few, but are you really getting the financial information correct … Read More
Why Review the Balance Sheet?
Why Review the Balance Sheet? If you are like most small business owners, you barely glace at the Balance Sheet and go straight to the Profit & Loss Statement (also known as the Income Statement). But there is a lot … Read More
QuickBooks Comes in Many Flavors. Which one is for you?
The following guest post brought to you Laura Redmond. QuickBooks Comes in Many Flavors. Which one is for you? Intuit’s mission is to “simplify the business of life”. They do that by creating innovative accounting and tax solutions. The most … Read More
Growing Your Sales and Profitablility Through a Review of the Numbers
I work with many small businesses and for many of them their bookkeeping is not a priority but it should be. Did you know that a quick review of your businesses financial results can help you focus in on those … Read More