Now that the vaccine is available to everyone and restrictions are being lifted around the country, we are able to slowly get back to business. Intuit recently released a report, Intuit QuickBooks Small Business Recovery, that shows U.S. Small businesses … Read More
QuickBooks Adds E-signature Capabilities
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
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
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
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
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
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
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
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
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
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
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?
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
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?
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