Category Archives for Customers

Trust Accounting and the Negative Nellies

   Who is Negative Nellie? It could be argued that many attorneys would know, especially while representing some rather over-the-top-disgruntled clientele. In addition to the attitude of that particular client, any client who also has a negative balance on their trust account could be considered “negative” as well. LOL! 😉     According to Pedro Chopite, an English enthusiast […]

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Attorney Invoicing Workflow using LeanLaw

Attorney invoicing is the topic of this post, which is part three of a series on how to work with your first attorney-client, what you need to know.   In Part One, we jumped in at the very beginning talking about the terminology around working with law firms and attorneys.  Part two was all about […]

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Managing a large client list in QuickBooks Online Accountant

managing a large client list

Managing a large client list in QuickBooks Online Accountant can seem like a daunting task?  But first, congratulations on your business growth!  The economy is rockin’ and rollin’ in the USA! People are starting businesses, existing businesses are doing better.  I honestly can say that in all my years of business cannot remember a time […]

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Customer Credit Memo and Refund Receipt QBO

customer credit memo and refund receipt

Customer credit memo and refund receipt: how do you know when to use which one? Just like which cat do you want?  The orange one or the orange and white one?  Too hard to choose? Exactly.  But the choice of whether to use a customer credit memo or refund receipt can depend on many variances. […]

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Gmail email invoices directly for QBO

gmail email invoices

Gmail email invoices right from your Gmail account?  You mean I don’t have to log into my QuickBooks company file?  Yes that feature is here!  Well, here in QBO labs.  But I think it is one that will stay.  When you use gear>QuickBooks labs, you need to know that these are things they are working […]

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Uncategorized Income transactions in QBO

uncategorized income

Uncategorized income, if it was populated via an invoice using an improperly set up item, can make your ears go back like my friend to the right.   The fix can be super time consuming and not an easy task.  As I mentioned in this older post, the only way to update is to fix […]

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