Reconcile a Credit Card with Sub-Accounts in QBO

Reconcile a credit card with sub accounts QBO

Reconcile a credit card with sub-accounts is a bit tricky. It’s one of those transactions that you may not discover you didn’t do exactly right until you hand your records over to your tax professional at year end. He or she may look at the records and say why are the balances so weird or messy? And […]

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Usage Limit in QuickBooks Online

Usage Limit in QuickBooks Online

This is more of a QuickBooks Community Service announcement on the announcement of new Usage Limit in QuickBooks Online. You may have become aware last week that there’s a new hyperlink on your chart of accounts page in QuickBooks Online Simple Start, Essentials or Plus. Or perhaps you navigated through the gear icon, then to account […]

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Rental properties and 17hats

17hats and rental properties

I’ve been using 17hats for my real estate company for several years now. I mentioned this to a friend of mine, Mariette Martinez, and she told me that I should write a blog post about how I use it because it was a great idea. Accounting and real estate is also a niche of mine.  I have […]

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Changing the Admin User on QBO

Changing the Admin User on QBO (QuickBooks Online) seems simple and straightforward, right?  That is what I thought until I went into my sample file with just one Master Admin and one Company Admin.  Funny thing is the directions don’t work.  So, hence, the video is born!  Big thanks to Ivona Sabeva for asking this […]

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Adding a New Client in LeanLaw

setting up a new client in leanlaw

Adding a new client in LeanLaw from the very, very beginning.  That is the purpose of the video and this post.  Start at the beginning.  Becoming an accounting pro with LeanLaw is like becoming certified in QuickBooks Online . They both will generate leads.  If you are trying to niche out your business to working with Law Firms, connecting and […]

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Is it time to convert to QBO?

Is it time to move to QBO?

Yes!  It is time to convert to QBO (QuickBooks Online).  In my last article for Law Firm accounting, I explained the scenario for an attorney starting their Law Firm from scratch.  I shared a template for importing the Chart of Accounts for a basic Law Firm.  You can access that post here.  But what if you […]

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Customer Sales Workflow

customer sales workflow

My Customer Sales Workflow has many apps and processes to it.  It all starts with consistent content. Adding that to your website and sharing what you know is paramount.  It’s truly the queen of the stack.  Without it, the sale or the customer, does not find me.  Matthew Fulton, of Parkway Business Solutions, encouraged me […]

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Year-End processes for QuickBooks Online – Part 3

year-end processes for qbo

Year-end processes for QuickBooks Part 3 is the final post on this topic.  This 3-part series is of the tasks I perform on client files, typically quarterly or monthly.  But it is very important to give the records a good look thru at year-end.  This last part is where you analyze the data.   If […]

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Year-End processes for QuickBooks Online – Part 2

year end processes for QuickBooks

Year-end processes for QuickBooks Part 2. Such a great topic for this time of year.  Who doesn’t want to have their books in order proactively?  If you would like to see Part 1, you can access it here.   There are a few things I like to do at year-end for my clients.  As we sit here ready […]

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