StacyK’s Step by Step: Post QuickBooks Desktop to QuickBooks Online Conversion Sales Tax Clean Up
After conversion you’ll most likely see multiple sales tax payable accounts on the Chart of Accounts in QuickBooks Online. There will be one account in QuickBooks Online for each Sales Tax Payable account you had in desktop. In addition, QuickBooks Online, by default, will create a Sales Tax Agency Payable account for each sales tax jurisdiction the desktop file had. To clean this up, you’ll need to make the accounts that came from desktop inactive (delete them) and use the new accounts in QuickBooks Online to track sales tax – make sure you make the proper adjustments to zero out the balances in these accounts
The One Thing You Need to Know About Apps
The one thing you need to know about apps is that you don’t have to be an expert in all of them.
Survey: Content to help accountants set up clients
Hey friends! If you could help me to help my friend, Steve Blundell. He works for Intuit, and is looking into developing some new resources for accounting professionals. He is specifically looking at the need for content that helps accountants set up new or existing...
Just some videos of me and my friends from #QBConnect, and what we love about it
QuickBooks Connect is my favorite conference to attend, and these videos show why everyone that goes loves it! I've had a few people ask me why someone should attend QuickBooks Connect, here's a collection of videos about what makes it great. Dawn Brolin - Her...
Intuit’s Crystal Ball
My friend Kim Amsbaugh’s recent blog recaps the 2013 Future of Accountancy Report. The latest and greatest report will be unveiled at QuickBooks Connect in October. When I re-read the report, I realize it ties directly into why I started StacyK Academy. Specifically,...
QuickBooks Online Bundles Have Arrived!
NOTE: This feature is a LIMITED RELEASE as of August 5, 2016; not all users will have it. As a longtime lover of the Group Items available in QuickBooks Desktop, I am ridiculously excited to see that we now have something similar in QuickBooks Online - they're called...
My #QBFirmoftheFuture GIF
Intuit is doing a second Firm of the Future contest this year - and it's gone global! As they did in 2015, they will be announcing the winner again at QBCon2016.com. I just entered my submission for this year's contest! I knew they weren't taking videos (just images)...
What’s your problem?
Source (If you're on my mailing list, you may have already read these, but if not - or you didn't read them, you might get some good tips). I recently spent 5 weeks on the road for Intuit, training folks on the power of QuickBooks Online. That’s my jam: I love to help...
9.5 Things This Successful ProAdvisor Does Every Day. Sort of.
Ever read those articles? You know the ones I’m talking about. The ones titled something like “47 Things More Successful People Do Before You’ve Hit Your Snooze Button for the Third Time”. Or, you know, something like that. I had sort of crappy day the other day, and...
Survey Says: Bookkeeping Profession on the Rise per Bill.com
I recently sat down with Bill.com to help discuss their State of Bookkeeping Practices Survey 2016. The survey results are now published; it was exciting to see the optimism in the industry—most of us anticipate our practices growing in the next couple of years.
Remote Team Engagement: All You Need Are the Right Tools
Do you have a remote team? I’ve been advocating the work-at-home lifestyle since my son Arik was born, 7 years ago. At that point, I realized there is no need to go into the office everyday—I can be as productive at home; probably even more so, if I try to avoid all...
Greatest Hits from the Fundera.com Ledger
I’m sharing some of my favorite articles – the Greatest Hits from the Fundera.com Ledger.