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 | Jun 29, 2017 | Bookkeeping Tips, QuickBooks Software
Learn about an important QuickBooks Desktop software feature impacting 1099 reporting. This little tip may save you a lot of time!
by Jody Linick | Jun 29, 2017 | Bookkeeping Tips, QuickBooks Software
Learn more about using the “Transfer” feature in QuickBooks Online, and why it may not be the best choice.
by Jody Linick | May 9, 2016 | Bookkeeping Tips, Business Tips, Decision-Making Tips, Management Tips
Last year I posted an article on the “Top 10 Items to Include in a Service Agreement.” This article is a slight re-visit of that list – with a twist. As you may have noticed, Value-Based Pricing has been a buzz topic for some time now. Everyone is offering...
by Jody Linick | Feb 17, 2016 | 3rd Party Apps, Bookkeeping Tips, Business Tips, Cloud Accounting, Cool Tech Tools
Many of us are using the cloud in our practices in one way or another, but have we considered the cloud as part of our disaster recovery plan for accounting data files and client documents? Computers die, or worse can get lost or stolen. Office servers can be...
by Jody Linick | Jan 25, 2016 | 3rd Party Apps, Bookkeeping Tips, Business Tips, Cool Tech Tools
As the New Year gets underway, many of us have resolved to try out some of the third party apps which are designed to integrate with our accounting software packages. We may have a vague feeling that we “should” get to know and start using these apps, but often feel...
