by Jody Linick | Oct 28, 2019 | Uncategorized
The importance of using the data fields in the QuickBooks Online Customer and Vendor records goes beyond just the name. Here’s a link to my article on AccountingWeb.com discussing why this became important to me when a client went into the hospital. Here’s...
by Jody Linick | Jul 26, 2019 | Uncategorized
Performing an Interim Bank Rec can help you spot unauthorized transfers out of your business checking account. Read more about this important weekly bookkeeping function. Here is the manual link to my AccountingWeb blog post on this topic:...
by Jody Linick | Jul 16, 2019 | Accounting, Bookkeeping Tips, Cloud Accounting, QuickBooks Training
So many users find the QB Undeposited Funds feature to be a mystery. Here’s a short video to explain how it works, and why you would use it. Mystery solved!...
by Jody Linick | Apr 12, 2019 | 3rd Party Apps, Cloud Accounting
Bill.com offers a bill payment app for QBO, called Bill Pay. I recently setup the Bill Pay for QBO app for a client, and had some significant challenges, so I wanted to share my thoughts and personal experience. Here is the manual link:...
by Jody Linick | Mar 6, 2019 | Uncategorized
Here’s a link to my March AccountingWeb.com blog post on the topic “5 Tasks Small Business Owners Should Do.” We need to remind our clients that even though they have hired us, they cannot abdicate responsibility for reviewing and understanding their business books....
