I have been talking to my clients (and prospective clients) about using QuickBooks Bank. My advice is to consider what is being offered: The QuickBooks bank is offered through Quickbooks but is operated by Green Dot Bank. Full Disclaimer I do not work for Intuit or Quickbooks, nor do I work for Green Dot Bank….
Today, I earned the designation of Certified QuickBooks ProAdvisor (ADVANCED) from Intuit, the publisher of QuickBooks Online. I understand that only about 3% of the Certified QuickBooks ProAdvisors hold the designation of Advanced. I am most pleased to announce this new designation. I will be updating this website and other listings with updated information about…
It’s time to get ready to issue 1099s. It’s one of those chores that need to be on your To Do list in January. For my clients, I am making sure the W-9s are being updated this month. The Request for Taxpayer Identification Number and Certification should be used to get the information you need…
You might see Bank Error 108 when using QuickBooks Online. Don’t worry! it’s an easy fix. This message can be generated when accessing bank or credit card accounts. It only means there’s a message waiting for you. Messages on the bank’s or credit card’s website, especially ones about updates, can block the connection to QuickBooks….
American Express Offers Savings on QuickBooks Plans American Express and QuickBooks offer a 30% discount for new subscriptions to celebrate Small Business Saturday. To qualify for the discount, new subscribers must use the links on this page. The offer applies to any version of QuickBooks Online. That includes Simple Start, Essentials, Plus, and Advanced. Payroll…
As I mentioned last week in another blog post, changes are coming to QuickBooks online next year. One major change is the Invoice. The image above shows the new screen, which has been redesigned. It looks much more like the actual invoice being created in QuickBooks Online. The screen has been designed to have switches…
I have just updated my Certified QuickBooks ProAdvisor listing. The new listing includes this About section: I help small businesses save time and improve profitability by optimizing their QuickBooks. You know how important it is that you know where your business stands. Without reliable data, you can’t make the best decisions, plan your future, or…
Yesterday, I attended a virtual training session conducted by Intuit where new features coming to QuickBooks Online were announced. It was part of their Product Release Update series. As a Certified QuickBooks ProAdvisor, it is always good to know what is coming and what will soon be available so I can help clients make adjustments…
I was speaking to a small business owner yesterday about bookkeeping. I asked what software he was using for his bookkeeping, and he quickly answered “Microsoft Excel..” Of course, my next question was, “how is that working for you?” “Fine,” he said. I had already mentioned QuickBooks Online earlier in our conversation. “Why Should I…
Here is what QuickBooks tells us to do: Add a QuickBooks Online user Step 1: Invite your new user The instructions are straightforward. The user you are adding must have an email account If that person already has an email account to access your QuickBooks, that user can use that account (no need to set…
The Intuit Payroll Setup Checklist is now available for download on Sheldon Bookkeeping. The checklist is in PDF format. In an attempt to make it easier to find, it has also been added to the links section in the footer of this website. The checklist will open in a new browser window and can be…
Every business has its own way of being in business. Regarding bookkeeping, there has to be a way to reflect those differences. That is where the Chart of Accounts comes in, and why it is so important to get it set up correctly. Keep in mind that there are four types of accounts that make…
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