Those of you using Expiration Date Tracking in QuickBooks Enterprise 23.0 may have already discovered what I’m about to write about. But since I didn’t cover these aspects of this feature in the initial summary I wrote last September, I wanted to cover them in the first edition of our return to Warehouse Wednesdays. By … Read more
Editor’s Reminder: In case you are wondering where today’s “QBO Monday Minute” is, remember, we have made a change for 2023. Liz now will be taking every other week off from here “QBO Monday Minute” features to add a video component to her posts. In turn, we are adding a new one “QB Desktop Weekly” … Read more
Insightful Accountant’s The Top 100 ProAdvisor award program recognizes the best of the best of ProAdvisors in many categories. However, many newer ProAdvisors reportedly find it almost impossible to qualify for the list and therefore do not even try. With this in mind, we are proud to announce we have listened to your feedback and … Read more
Editor’s Note: This is the first installment of our ongoing series highlighting 2022’s Insightful Accountant’s Top 100 ProAdvisors. We will continue to introduce you to our winners—checking in on their insights regarding a wide range of topics, including what it is like to be a leader in their profession, how to stay on top and … Read more
Client centered. When Lisa Burnett looks at what Ability Business is all about, it all starts there. Lisa and the Ability team love to develop relationships with clients so that they can understand their financial needs and help them meet them, especially when it comes to taxes. By providing innovative retail point of sale solutions … Read more
In a survey conducted by CFO.com on behalf of NetSuite, respondents made clear the challenges they were facing—and the solutions they had planned. While respondents were concerned about economic conditions, cash flow and critical hiring needs, executives—particularly CFOs—reported technology as their preferred mitigation strategy. For example, 83% of respondents agreed they would face critical hiring … Read more
While I was attending “QuickBooks Connect” recently in Las Vegas, I received a phone call having to do with a long-ago paid up life insurance policy that we didn’t even know our father had. Evidently, they stumbled onto his obituary online and did the right thing in trying to find his executors. We’re still following … Read more
The New Year is upon us, and you may think now is the perfect time to switch to something different with your accounting. You have been using that same old desktop software for the last three years, and now you’re being told you must either upgrade to a new subscription version at a higher annual … Read more
The QuickBooks Desktop Client Data Review offers a variety of tools to assist you in your periodic review of a client’s data. One of the tools, Troubleshoot Prior Account Balances is especially beneficial in helping you identify balances that are different in the client’s books from your own records for the client from your last … Read more
Even though I spent almost every moment at “QuickBooks Connect 2022” attending sessions, holding interviews with Intuit personnel or conducting video interviews with sponsors (because Gary had lost his hearing), I was able to find a little time to visit with a few sponsors that caught my attention. That said, I plan to make you … Read more
