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Deep Dive into Fathom – Goal Seek Report

Back for part two on my series on the app, Fathom, which is part of QuickBooks Online Advanced. I’ve been fortunate to be using this strong combination of tools in my practice. To access part one of this series, click here. Last week we investigated the set up of Fathom. And we played around with the […]

The Power Behind QuickBooks Online Advanced Custom Fields

You get spoiled. I am fortunate to work every day in QuickBooks Online Advanced because of the industry my business specializes in, which is working with law firms. These growing firms tend to be a good fit for QuickBooks Online Advanced, and I am spoiled using all of the features. When I go to work […]

Why Use a Bookkeeping Service?

Here are Your Top 4 ReasonsLast week I was blown away by the love and comments I received on the post about my Yoga Training. I can happily share that I passed the test and can now add 60 more hours to my goal of becoming a yoga therapist 500 hr certified! Next Sunday, I am […]

Getting started with QuickBooks – Part 4

Getting started in Quickbooks online accountant – part 4Getting started with QuickBooks? Easy! Become a QuickBooks Online ProAdvisor! We will follow the steps using the new section of the Intuit Community especially designed to help people just starting out and using this pdf as a guideline. We will discover everything needed and the steps to navigate your new program. Special […]

Using Management Reports in QuickBooks

Have you ever tried using management reports in QuickBooks? They are a bit hidden, so I tagged this post under my categories of hidden things. As a result, this report grouping is probably not utilized often because of where it is under the reports tab. However, it is one you should consider using if you […]

Year-End processes for QuickBooks Online – Part 3

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 […]

Getting Started in QuickBooks Online: Overview of features

Are you just getting started in QuickBooks Online? If you are brand new to QuickBooks or to QuickBooks Online, this series of posts should help to get you to learn the program and to get up and running quickly. You have to start somewhere, right? Today’s post and accompanying video will help you to get started […]

Year-End tips for QuickBooks Online

Here are my year-end tips to help you save time and save money going forward for your business. Yes, I am back singing the praises of my favorite app, Hubdoc. But it truly is a real time-saver. If you hate data entry, Hubdoc will do this for you. In the video, I demonstrate two […]

Adding your Accountant as a User to QuickBooks Online

So, how do I add my accountant as a user on my QuickBooks Online file? It is relatively easy to do this. One of my customer’s had a problem. Her CPA never received the invite to view her QuickBooks Online file. The CPA’s firewall blocked it as spam. We tried sending it to his personal gmail […]

How do I share a list of accounts with my accountant?

It is very easy to share your list reports with your accountant. That includes account listing, customer and vendor lists. Such a simple question and a very simple answer. Very easy to do. Just go to reports>type list in the search box and all the lists will come up.