InvoiceSherpa, the easiest way to manage accounts receivable
Looking for an easier way to manage accounts receivables? Then you need to check out InvoiceSherpa.com. This app first hit my radar a few years ago, when I met the founder, Shaun Clark, at the California Accounting Show. Hands down, I think InvoiceSherpa.com is the...
QuickBooks Online, The Camille Epiphany Part 3: QuickBooks Desktop looks old
This is part 3 of 3 in a series by Woody Adams. You can find Part 1 here and Part 2 here. "QuickBooks Desktop looks old"... Let me end this series with a story that happened to me recently. I set aside 30 minutes to help a sales agent on our team overcome the Open...
Attach Bank and Credit Card Statements in QuickBooks Online
A recent conversation in my Facebook group was all about how to attach bank and credit card statements in QuickBooks Online. I thought it would be a great to show the two methods of doing this. Using zero dollar transactions to attach bank and credit card statements...
QuickBooks Online, The Camille Epiphany Part 2: Open Windows List
This is part 2 of 3 in a series by Woody Adams. You can find Part 1 here. As an Intuit product specialist for the Accountant segment, I get to spend time supporting sales agents and account managers as they work with their customers (accounting firms) and their...
Busy season is over, now what will you do?
Another one down, and a big shout out to too all of my fellow accounting professionals! My question to you is: Busy season is over, now what will you do? As a bookkeeping firm, our business starts around Thanksgiving, and finishes around the end of May. We start...
QuickBooks Online, The Camille Epiphany Part 1: Bank feeds in QuickBooks Online are superior to QuickBooks Desktop
“Let them win the QuickBooks Desktop open windows argument, mostly cause it doesn’t matter. Even they know that.” -Clayton Adams III Less and less do I hear this refrain,...
Mount St. Laundry & Breaking Down a Process
This week on QBO Show, our guest was Joe Woodard, and we discussed the upcoming Scaling New Heights conference, and it got me thinking about Mount St. Laundry and the entire idea of breaking down a process - whatever that process might be. As he was explaining the...
The Club Penguin Shut Down Helped Me Put Things Into Perspective
Yesterday was the day. The day of the Club Penguin shut down. Expected for weeks, possibly even months, it still was a rough day at our house. Our almost 15 year old daughter has had her account for nearly 10 years, and our 8 year old son has had his for nearly half...
Bookkeepers: What to do when Clients Don’t Value Services, part 2
As I mentioned in my last blog, there are two parts to solving the clients don’t value services dilemma. The first, showing your value, you can find here. In this blog, I’ll write about one of my favorite topics: finding better clients. This topic comes up a lot for...
Designate QuickBooks Online Account as a Non-Profit Entity
My good friend and co-host of QBOShow.com has created a great video on how to designate your QuickBooks Online account as a non-profit entity: