Category Archives for Reports

Year-End processes for QuickBooks Online – Part 3

Note:  This is a repeat post from 2018.  I am still taking a holiday break from posting my weekly blog.  We have so many more cool tools for doing this year-end work now!  We have the insights page and we now we have bookkeeping review!  But while the process may be different (easier) with the new […]

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The Great Divide! Structure your Law Firm Data

Divisional Data: A Savvy Law Firm Accounting Strategy of Structuring your Law Firm Data You SO wanted to hear “you’ve made partner”. You dreamt about it as a child but never thought that you could be the one saying it instead! And it’s all thanks to how you and your accountant that have run the […]

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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 […]

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Why Use a Bookkeeping Service?

Here are Your Top 4 Reasons Last 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!      […]

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Getting started with QuickBooks – Part 4

Getting started in Quickbooks online accountant – part 4 Getting 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. […]

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Using Management Reports in QuickBooks

Using management reports in QuickBooks Online

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 […]

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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 tips for QuickBooks Online

year-end tips

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 […]

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