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:
Bookkeepers: What to do when Clients Don’t Value Services Part 1
I hear pretty frequently: conversations I have when I’m doing an Intuit training to posts in my Facebook group: clients don’t value services. Here's what you can do if you suspect clients don't value services That lack of value shows up in various ways. When...
My Checklist vs Their Checklist: One Size Probably Doesn’t Fit All
I get a lot of requests asking me to share task checklists. And here's the thing: I don’t quite get while folks would want my checklist vs their checklist. So, I brought the question up during my recent StacyK Academy office hours. Office Hours is time I spend each...
Use Zero Dollar Transactions to Upload Sales/Payroll Tax Confirmations in QuickBooks Online
One of my favorite things about QuickBooks Online is the ability to attach documents to transactions, customers & vendors. It’s a great way to keep track of receipts, engagement letters, and W9s. However, there’s a limitation to this: users are not able to attach documents to sales tax transactions or payroll tax payments, made outside of QuickBooks Online Payroll epayments and efilings. I have a simple work around that allows me to attach efile and epay confirmations, and at the the same time, make it easy to find these transactions via a QBO search.
I use Zero Dollar transactions to upload Sales/Payroll Tax confirmations in QuickBooks Online.
From Intuit: New QuickBooks Online pricing as of March 15, 2017
Intuit just announced QuickBooks Online Pricing that will go into effect on March 15, 2017. You can find the entire announcement here: https://stacyk.site/2kfkovP, but here are the highlights. This only affects QBO accounts that were NOT included in the price increase...
Undeposited Funds Really Does Make Sense
We’ve seen many clients struggling with how to use the Undeposited Funds account, so Shannon Phares made a video to help so that Undeposited Funds really does make sense.