Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds.
It’s Visitor’s Day! Here’s a recording about how to run your mail merge in Word and Excel. Instructions are included for both Mac and PC.
If you get an error message, click the “Try again” link in the message (it’s a Vimeo thing)!
Do you need the templates? Click on these links to download them:
VDAY_Invitation_List_Confirmation_Sheet
RQ_Invitation_Letter_MAIL_MERGE.docx
Podcast Episode Overview Matthew “Spot” Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO’s new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time — and found things better
Podcast Episode Overview Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer
Podcast Episode Overview In a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they’re worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing,
