Video – How to Add An Invoice Reference Number to QB Deposit Slips
When this technique is used, any time you look at a Deposit Slip in QuickBooks, you will know not only the check number and payment amount, but also the invoice number which the check has paid.
5 Ways to Get More From Accounting Conferences
“How about this, before attending a conference, think about what you want to get out of it?”
Thoughts on the QBO “Work” Feature – Part 2
Here is the manual link to my September 2018 blog post on AccountingWeb.com where I reveal how to best leverage the QBO "Work" feature for you and your firm. https://www.accountingweb.com/community/blogs/jlinick/thoughts-on-the-qboa-work-feature-part-2
Making the Most of QBO Bank Rules
Here's a link to my August 2018 blog post on AccountingWeb regarding the joys of using QBO Bank Rules. They really can save you a lot of data entry time! Try it! https://www.accountingweb.com/community/blogs/jlinick/making-the-most-of-qbo-bank-rules
Thoughts on the QBOA “Work” Feature — Part 1
QuickBooks Online Accountant has a nice new Practice Management feature called “Work” which I am exploring. For those of you wondering, “Hey, I thought you are already using Aero Workflow, so why would you need this?” here’s why.
Are You Ready for The Next New Thing?
Hi, Here is a link to my June blog post in AccountingWeb.com, where I talk about my take-aways from the Scaling New Heights 2018 bookkeeping and accounting conference in Atlanta. Hint: it's regarding Artificial Intelligence. Enjoy! Here is the manual link:...
Thoughts on Invoice Sherpa
Here is a link to my May 2018 blog post on AccountingWeb.com, where I share my thoughts on the A/R app Invoice Sherpa. https://www.accountingweb.com/community/blogs/jlinick/thoughts-on-invoice-sherpa
How to Become a Certified Bookkeeper
Here is a link to a comprehensive article dated May 22, 2018 by Crystalynn Shelton of FitSmallBusiness.com on How to Become a Certified Bookkeeper. Crystalynn was kind enough to solicit my input and include some comments in her article. Enjoy!...
4 Tips to Handling Bookkeeping Client Issues
Here is a link to my March 2018 blog post on AccountingWeb.com, regarding some things I do when my clients disagree with my sage advice! https://www.accountingweb.com/practice/clients/4-tips-to-handling-bookkeeping-client-issues
How to Avoid Dead Bookkeeper Syndrome
Here is a link to my February 2018 article on AccountingWeb.com, which discusses "Dead Bookkeeper Syndrome," a term I have coined to describe the situation of a company’s bookkeeper suddenly disappearing or dying. Here is the manual link:...