QuickBooks Online

Employee edits in QuickBooks Workforce

Update: Small business clients’ employees can now manage their own payroll profile in Workforce, the online portal where they access their pay stubs, saving time for themselves and their employers. Using Workforce, employees can manage their own: Businesses can choose which data employees can edit by specifying their preference for each field at any time…

How to Add Serial Numbers to Inventory in QuickBooks Online
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How to Add Serial Numbers to Inventory in QuickBooks Online

QuickBooks Online Can Handle Serialized Inventory If you need to keep track of the serial numbers of items in your inventory, QuickBooks Online can do that for you. Even though you may have been told you can’t do that in QuickBooks. Well, there is a solution. It is QuickBooks Online Advance and an App integration….

Add a No Fees Bank Account that pays 1.75% to QuickBooks Online
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Add a No Fees Bank Account that pays 1.75% to QuickBooks Online

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….

Certified QuickBooks ProAdvisor (ADVANCED)
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George Sheldon is a Certified QuickBooks ProAdvisor (ADVANCED)

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…

Updated Certified QuickBooks ProAdvisor Listing
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Updated Certified QuickBooks ProAdvisor Listing

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…

QuickBooks Online Training
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Changes Coming to QuickBooks Online

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…

QuickBooks Online Logo

Why Should I Switch to QuickBooks when I am Using Excel?

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…

inflation rising

The Key Partner in Your Business Fight Against Inflation is Your Bookkeeper

Based on a blog post on the Intuit website, a whopping 80% of small USA businesses report that their accounting professional is helping them in the battle against inflation. Here is the question, and the answer: Has your accountant or bookkeeper helped your small business to limit the impact of inflation this year? “Nine out…

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