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QuickBooks Adds E-signature Capabilities

Carrie KahnMarch 9, 2021Quickbooks OnlineLeave a Comment

On March 4, 2021, Intuit released their new DocuSign eSignature Connector by Quickbooks, which allows users to digitally sign estimates from QuickBooks Online Advanced, which can make the quoting process more streamlined. For small and midsize businesses, the manual tasks … Read More

How to Quote a QuickBooks Data File Cleanup

Carrie KahnJanuary 25, 2021Information Nuggets, Quickbooks Desktop, Quickbooks OnlineLeave a Comment

The secret to QuickBooks is a good setup. However, customers that cut corners may start using the program without any help, ultimately creating a big mess. Use this checklist to clean up the files.

Getting Paid Faster in QuickBooks

Carrie KahnMay 24, 2020QuickBooks PaymentsLeave a Comment

No one likes to wait for their money to get paid by a client. It’s painful to make collection calls and even worse hearing “the check is in the mail”. Accepting credit cards is the cost of doing business and … Read More

How to Automate Monthly Billing for your Customers Using QuickBooks Desktop

Carrie KahnMay 22, 2020Quickbooks DesktopLeave a Comment

We are often asked “How do I automatically bill and collect from my client for a monthly bookkeeping fee?” Here are the steps to set up automatic recurring invoicing. Start with a QuickBooks Payments account. Next, create a sales receipt.  … Read More

How to Automate Monthly Billing for Your Customers Using QuickBooks Online

Carrie KahnMay 22, 2020Quickbooks OnlineLeave a Comment

We are often asked “How do I automatically bill and collect from my client for a monthly bookkeeping fee?” This new feature has now been added to QuickBooks Online. This can save a tremendous amount of time and the best … Read More

Intuit QuickBooks Capital Is Now Approved as a PPP Lender

Carrie KahnApril 15, 2020Industry and Partner NewsLeave a Comment

As a response to the COVID-19 crisis, and helping Small Businesses stay afloat, the Federal Government has passed several bills. One such program was to create funding programs through the Small Business Agency (SBA) called the Paycheck Protection Program (PPP). … Read More

Intuit launched a Small Business Relief Intitiative during COVID-19

Carrie KahnMarch 26, 2020Industry and Partner News, OtherLeave a Comment

Breaking news! Intuit, the makers of QuickBooks have been working hard to support both, end-users and QuickBooks ProAdvisors. All small businesses have been impacted by COVID-19 and are struggling with the uncertainty of the economic impact. These initiatives Intuit will … Read More

Choosing the Right Version of QuickBooks

Carrie KahnMarch 18, 2020Quickbooks DesktopLeave a Comment

Are You Aware Of The Vast Array Of Choices For Your Customer When They Need QuickBooks? As a Certified ProAdvisor, product expert and consultant of QuickBooks, I am excited about all the options that we have for our clients to … Read More

How to Handle Prepaid Inventory in QuickBooks

Carrie KahnMarch 14, 2020Quickbooks DesktopLeave a Comment

As a QuickBooks consultant, we often have to figure out workflows for unusual situations involving inventory. For customers that are new to the business, they may have to prepay for inventory that they have not received. It’s important to manage … Read More

How to use QuickBooks Desktop Point of Sale Inventory Mobile Sync with GoPayment

Carrie KahnMarch 4, 2020QuickBooks PaymentsLeave a Comment

Want to know a secret? Well, it is not actually a secret but many people don’t know about it.  QuickBooks Point of Sale plus GoPayment allows for real-time inventory tracking and mobile sales. Did you know that you can use … Read More

How To Make Working From Home More Productive

Carrie KahnApril 13, 2018Things that Might Ignite YouLeave a Comment

The virtual technology tools of today allow for many of us to work from home. It is nice to have the flexibility of not having a commute or overhead, but it comes with some huge responsibility. It requires extreme self-discipline that not everyone can handle.

Do you Struggle to Focus?

Carrie KahnMarch 9, 2018Things that Might Ignite YouLeave a Comment

With modern technology available all day long it has become a challenge to focus on the task at hand.

COOPETITION: How to work with your competitors so everyone wins

Carrie KahnFebruary 3, 2017Guest ContributionLeave a Comment

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

How to Properly Tackle Accounts Receivable in the QuickBooks World?

Carrie KahnJune 24, 2016Guest ContributionLeave a Comment

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

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