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When you’re moving a QuickBooks file from Desktop to Online, following best practices will ensure a smooth transition. In this webinar, learn how to prepare your file, migrate successfully, and clean up afterwards. Whether you’re new to QBO or you consider yourself “bilingual”, this session will set you up for success.
Unleashing QuickBooks Online Advanced: A Deep Dive into Spreadsheet Sync Hey there! So, you've made it here after our bustling event at Scaling New Heights this year, where Alicia presented a breakout session entitled "Tell Me About It! Advanced Reporting in QBO."...
The Gefilte Fish Last night I watched my Rat Terrier/Chihuahua, Radar, gleefully rip all the stuffing out of his favorite dog toy, a gefilte fish that bubbled and exclaimed "Oy, vey!" when he bit it. He's had that toy for years, but this morning I had to throw the...
Negative Deposits is now a thing in QuickBooks Online! Today’s Look What I Found!™ was brought to my attention by Rebeccah Johnson, solving one of the biggest workarounds in QBO. Can I tell you how excited I am? This Negative Deposits feature is one of the best QBO...
QuickBooks Payments with QuickBooks Checking I just identified a HUGE problem with how Intuit implemented their new QuickBooks Checking account. Overall I like the account, which I talked about in a previous article, because it pays 1% interest and allows you to...
Top 10 QuickBooks ProAdvisor 2021 Many of you have already heard, but for those of you who haven't, I have some major news and I want to share the excitement with all of you! Last week was Scaling New Heights 2021, and although I was not able to make it to the event...
Every night over dinner Jamie tells me about the people he helped that day, regales me with stories about the customers that I used to have, and we reminisce of days gone by. This week Jamie helped Bill and Janet buy a new computer; they were replacing their...
LWIF! Recent Automatic Transactions Report! By Alicia Katz Pollock Sep 3, 2021 I found a new report I’m really excited about! Recent Automatic Transactions! One of my favorite things about using QuickBooks Online is that it has so many automations that take care of...
LWIF! Click on Your Company Name! I love all those tiny little QBO shortcuts that shave time off my tasks. Today I accidentally clicked on my company name, and it took me straight to Account and Settings! wHoooooo knew??!! If you love these little secrets as...
Amazon.com Business Banking Integration for QBO - Look What I Found! By Alicia Katz Pollock June 10, 2021 If you’re anything like me, you just spent the last year comfort-shopping on amazon.com. Not only did I buy a stack of funny t-shirts and almost anything that had...