Top 5 Tips and Apps to Minimize Year-End Chaos...

Top 5 Tips and Apps to Minimize Year-End Chaos - QuickBooks App Resource Center

Top 5 Tips and Apps to Minimize Year-End Chaos...

Top 5 Tips and Apps to Minimize Year-End Chaos Most small business owners I work with think of only two things when the "year-end" conversation is initiated: getting the books in order and making the best purchasing decisions that will maximize tax savings before the year ends. Although maximizing tax savings is an area of top...Read More ...Read More

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accountantvip

QuickBooks Online Update: October 2015

QuickBooks Online Update: October 2015

QuickBooks Online Update: October 2015

Here’s the scoop on the QuickBooks Online update for October 2015: a number of tweaks and improvements, mostly relating to inventory, bank feeds and registers. Nothing here will make any dramatic changes in your workflow, which is good. A couple of the changes will be very welcome in some businesses. QuickBooks Online Inventory Intuit has changed how […] The post QuickBooks Online Update: October 2015 appeared first on Sleeter Report .

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accountantvip

5 Ways to Make Financial Reports Clearer

5 Ways to Make Financial Reports Clearer

5 Ways to Make Financial Reports Clearer

Recently I visited my college friend Alice-a friend from college, fellow small business owner... and...Read More

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Live Chat for Accountants & Bookkeepers:...

Accts & Bkkprs Live Chat Oct 28, 7:30pm EST: Building a Remote Biz with @LeslieShiner

Live Chat for Accountants & Bookkeepers:...

Join us on Wednesday, October 28 at 7:30 pm EST for a *live chat* exclusively for our amazing Accountants and Bookkeepers here in OWN IT.We'll be joined by Leslie Shiner, founder and president of The ShinerGroup in Mill Valley, CA. The ShinerGroup provides top-level financial and management consulting for the construction and system integration industry, helping businesses maximize profits and gain financial control. Leslie is also the author of numerous publications, including A Simple Guide to Turning a Profit as a Contractor.In the Chat, Leslie will be sharing her expertise on:Practical tools and tips to build and grow a remote businessHow practitioners can support clients using remote tools without losing that personal touchHow you...Read More

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accountantvip

Managing Risk Never Goes Out of Style

Managing Risk Never Goes Out of Style - 5 case studies that went wrong

Managing Risk Never Goes Out of Style

Learn how six case studies went wrong during accounting and tax preparation.

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Top 5 Reasons Why an Accounting Professional...

Top 5 Reasons Why an Accounting Professional Should Write a Blog Article

Top 5 Reasons Why an Accounting Professional...

It’s no secret we live in a digital age. While traditional advertising fades into decades past, we have seen many different avenues and mediums emerge. New mediums, such as social ... [Read More…]

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accountantvip

Canada - Video Recap: The Best of IPBC 2015

Video Recap: The Best of IPBC 2015 #Bookkeeping #Accounting @QuickBooksCA

Canada - Video Recap: The Best of IPBC 2015

We’re always excited for a chance to mix and mingle, and hear about the tips and tricks other bookkeepers and accountants use to make their jobs easier and grow their ... [Read More…]

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accountantvip

QuickBooks & Windows 10

.@QuickBooks & Windows 10 - how well do they play together?

QuickBooks & Windows 10

How are QuickBooks & Windows 10 working together.

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accountantvip

The Road to QuickBooks Connect Starts Now -...

QuickBooks Connect Starts Now - Nerd Enterprises, Inc.- Join the #QBConnect Slack Team!

The Road to QuickBooks Connect Starts Now -...

If you want to get the most out of the QuickBooks Connect conference, the time to get started is right now. You can already get in on the conversation on twitter and elsewhere using the hashtag #QBConnect One of the greatest experiences I get to have in Social Media is getting the opportunity to meet people in person, whom I've originally met online. Nothing compares to the experience of meeting people in person. As much as I love social media, I [...]

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accountantvip

5 Ways to Increase Your Learning Agility

5 Ways to Increase Your Learning Agility

5 Ways to Increase Your Learning Agility

Learning agile people can process new information and situations faster than others and adjust on the fly to changing conditions. Hiring these individuals allows companies to be more responsive, flexible, and competitive. An old manager once told me I had … Read »

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accountantvip

Fall/Winter = Training Season for QuickBooks...

Fall/Winter = Training Season for QuickBooks Power Users

Fall/Winter = Training Season for QuickBooks...

The holidays come early for accounting professionals who love QuickBooks®! In addition to QuickBooksConnect, Nov. 2-4 in San Jose, check out this jam-packed schedule of events: QB PowerHour Webinars (FREE) - REGISTER 10/13 - The 5 ... [Read More…]

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accountantvip

50 Great (Technical) Interview questions for...

50 Great (Technical) Interview questions for Your Next @QuickBooks Bookkeeper

50 Great (Technical) Interview questions for...

If you are going to hire an internal bookkeeper, you will notice that, within a week or two, you will have a hundred resumes from which 95% or more will ... [Read More…]

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accountantvip

How to Kill the Traditional Meeting and Get...

How to Kill the Traditional Meeting and Get More Done

How to Kill the Traditional Meeting and Get...

It’s estimated the average American office worker spends 11 hours a week in meetings, but the sad truth is that most of that time isn’t productive. Why egos may be to blame. No matter how many cell phones you ban … Read »

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accountantvip

Intuit® Accounting Newsletter: October 2015

Intuit #Accounting Newsletter: October 2015

Intuit® Accounting Newsletter: October 2015

In Focus: Technology for Your Practice Seth David’s 3 Secrets to Using Social Media You may be on LinkedIn, Facebook and Twitter, but how are you using social media to find more ... [Read More…]

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accountantvip

How to Get Introverts and Extroverts...

How to Get Introverts and Extroverts Collaborating to Deliver Genius Results

How to Get Introverts and Extroverts...

If you’ve got team members who get along like oil and water, it can be tempting to just separate them as much as possible to avoid the management nightmare. But a new book says that throwing opposites together can be … Read »

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accountantvip

Oprah Winfrey Joins MainStage Speakers at...

Oprah Winfrey Joins MainStage Speakers at QuickBooks Connect #QBConnect Woohoo!

Oprah Winfrey Joins MainStage Speakers at...

Oprah Winfrey will join Bill Rancic, Jessica Alba, Hollywood producer Brian Grazer, “Shark Tank’s” Robert Herjavec, Intuit’s CEO Brad Smith and other speakers on the MainStage at QuickBooks® Connect, Nov. 2-4 in San Jose. Oprah will share advice you ... [Read More…]

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accountantvip

How to Get Noticed by Investors

Strengths / Weaknesses / Opportunities / Threats #SWOT is as important for a #charity as for a #business.

How to Get Noticed by Investors

Whether you’re looking to launch a snazzy new mobile app or build a resort, investors are all looking for the same basic things — marketability, sustainability, good planning, and passion. It simply isn’t enough to have a great idea. Investors want to know that you have the skills and knowledge to take your concept all […] The post How to Get Noticed by Investors appeared first on QuickBooks .

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accountantvip

When There's No Money Left in the Bank -...

Tips for Dealing with the Unspeakable - no money left in the bank #charity

When There's No Money Left in the Bank -...

A checklist for when the going gets rough and accountants need to communicate clearly and frequently. Image courtesy of iosphere at FreeDigitalPhotos.net

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accountantvip

3 Lies Accountants Tell Themselves

3 Lies #Accountants Tell Themselves

3 Lies Accountants Tell Themselves

These fibs may help you sleep at night, but they sure aren't helping your business.

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Add Subtotals & Search by Phone Number -...

New features in @QuickBooks Online - Add Subtotals & Search by Phone Number

Add Subtotals & Search by Phone Number -...

New features are added to QuickBooks Online (QBO) on a continual basis. Two recent ones are the ability to add a subtotal to an estimate or invoice and the ability to find a customer or vendor by phone number. Let's look at the subtotal feature first. We will use our sample company, Rock Castle...Read More

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accountantvip

QuickBooks and Office 2016 by Charlie Russell

QuickBooks and Office 2016 - by Charlie Russell

QuickBooks and Office 2016 by Charlie Russell

OK, it is here, Microsoft Office 2016. Will it work with QuickBooks? I have been playing around with it for a short time and the results are mixed. Some things work, some don’t! Let’s take a look at what I have come up with so far. Microsoft Office 2016 I’m not going to go into […] The post QuickBooks and Office 2016 appeared first on Sleeter Report .

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accountantvip

Live Chat for Accountants & Bookkeepers: Why...

Live Chat for Accountants & Bookkeepers: Why the Cloud? Answering Your Clients' Questions

Live Chat for Accountants & Bookkeepers: Why...

Join us on Wednesday, October 14 at 7:30pm EST for a *live chat* exclusively for all of our amazing Accountants and Bookkeepers here in OWN IT. We'll be joined by Esther Friedberg Karp, Accountant, International Speaker/Educator and owner of her own firm based in Thornhill, Ontario Canada. Esther will be sharing her tips on: How to spot when the Cloud is the right option for a client Ways to discuss the value that the Cloud brings with your clients Options for clients who can't move fully to...Read More

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QuickBooks 2016 Batch Delete Transactions - by...

.@QuickBooks 2016 New Feasture - Batch Delete Transactions - by Charlie Russell

QuickBooks 2016 Batch Delete Transactions - by...

A new feature has been added in QuickBooks 2016 (for full description: Quick Books 2016 Has Arrived! Here Is What To Expect) that will let an Accountant delete or void multiple transactions at a time. You will find Batch Delete/Void Transactions in the Accountant menu. Why might you want to use this? People make mistakes, and […] The post QuickBooks 2016 Batch Delete Transactions appeared first on Sleeter Report .

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accountantvip

Demo of QBO App for Windows and Mac: Oct 6th 2015

Demo of QBO App for Windows and Mac - October 6th, 2015

Demo of QBO App for Windows and Mac: Oct 6th 2015

Join our live demo from Intuit of the new QBO App for Windows and the QBO App for Mac.

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accountantvip

Canadian Accounting Professionals: QuickBooks...

Canadian #Accounting Professionals: @QuickBooksCa Connect Sessions Geared Just for YOU!

Canadian Accounting Professionals: QuickBooks...

QuickBooks® Connect is right around the corner! As we gear up for this amazing global event, we wanted to highlight some of the sessions we’ve put together that are specifically ... [Read More…]

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accountantvip

Winning New Digitally Savvy Clients

Winning New Digitally Savvy Clients by @darrenroot - Includes #charity clients!

Winning New Digitally Savvy Clients

Several years ago, firms used to look ahead to the day of zero data entry – a far off dream that we were collectively waiting to realize. And, now we ... [Read More…]

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accountantvip

QuickBooks® Online Accountant: Gen 3 Update

Canada - @QuickBooksCA Online Accountant: Gen 3 Update - Yay

QuickBooks® Online Accountant: Gen 3 Update

Have you recently moved to the exciting, new generation of QuickBooks® Online Accountant (QBOA Gen 3)? Here’s something to expect: Your QBOA experience has been streamlined, so that your entire client portfolio is ... [Read More…]

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accountantvip

Live Chat for Accountants: Managing Work/Life...

Live Chat for #Accountants with @StacyKildal - Work/Life Balance- Oct 7, 12:00 pm EST

Live Chat for Accountants: Managing Work/Life...

Join us on Wednesday, October 7th at 12:00 noon EST for a *live chat* exclusively for all of our amazing Accountants & Bookkeepers here in OWN IT.We'll be joined by Stacy Kildal, owner of her own firm in White Lake, MI.Stacy will be sharing her tips on:How you can achieve Work/Life Harmony in your businessHow to be more objective, get perspective and thriveWhy its not possible to do it all, and why that's OK!RSVP below to reserve your spot! Have questions for Stacy? Ask away right here and...Read More

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accountantvip

Top 10 Reasons to Attend QuickBooks Connect...

Top 10 Reasons to Attend @QuickBooks Connect 2015: Reason #1 #QBConnect

Top 10 Reasons to Attend QuickBooks Connect...

Need a reason to attend QuickBooks® Connect 2015? Check out our top 10 on Intuit® Accountants News Central! Register today for QuickBooks Connect - ProAdvisors® can save $50 on a 3-day pass ... [Read More…]

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accountantvip

Canada: Save the Date: Intuit® Thrive...

Canada - Nov 12 - Save the Date: Intuit Thrive Conference 2015 @QuickBooksCA #Accounting #Bookkeeping

Canada: Save the Date: Intuit® Thrive...

We’re very excited to announce the dates for our upcoming Thrive Conference! It will take place in Toronto at the Westin Harbour Castle on November 10-12, 2015. Thrive is the ... [Read More…]

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accountantvip

QuickBooks Oline update: September 2015

.@QuickBooks Online update: September 2015 #Accounting #Bookkeeping

QuickBooks Oline update: September 2015

Our September QuickBooks update includes improvements to invoices, estimates, bank feeds, and more!

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accountantvip

.@QuickBooksCA update archive • QuickBooks...

.@QuickBooksCA update archive • QuickBooks Online Canadian Updates - #Accounting

.@QuickBooksCA update archive • QuickBooks...

Here's a list of every QuickBooks update covered by the blog so far. It's always busy around here!

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accountantvip

Live Chat Recap: Building Your Firm of the...

Live Chat Recap: Does your firm tweet (not like the birdies do!) #Accounting

Live Chat Recap: Building Your Firm of the...

A big *thank you* to everyone who joined us recently for our very first live chat just for all of our amazing Accountants and Bookkeepers here in OWN IT, hosted by Cathy Iconis. We spent a full hour with Cathy discussing the ins and outs of getting started on Twitter as an Accountant and she shared her own tips for gaining valuable followers and finding potential clients. Cathy also shared a few candid stories about her own experience building a personal brand on Twitter and what she’s learned over the years. And as an added bonus, her own Twitter 101 guidelines are attached below!If you missed the chat, read on for a full recap. Have more questions? Add your comments below so we can continue the conversation and be sure to join us for...Read More

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accountantvip

Dear Donut - An Accountant's Struggle

Not all accountants struggle with donuts, but this one does. #humor #humour

Dear Donut - An Accountant's Struggle

Dear Donut, Our relationship goes back a long way. I feel like you’ve become a big part of me. You used to be such a treat, but now, I fear you’ve become a bad habit. Three-thirty in the afternoon rolls around and suddenly you’re there, demanding my attention. It wasn’t supposed to be this way. I don’t know how to say this without hurting your feelings, but let’s face it. You lied to me. You were supposed to be a snack, a burst of energy, a friend to carry me through until dinner. But that’s not what happened. Sure, the anticipation of meeting you was exquisite. Your softness against my lips. Your sweet taste . . . But I digress. The sad thing was that after all that foreplay, you didn’t hold up your end of the bargain. After you were...Read More

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accountantvip

Invoice Profitability Report in QuickBooks

Invoice Profitability Report in @QuickBooks - a video by @QBKaccounting #Techie

Invoice Profitability Report in QuickBooks

Published on Sep 18, 2015 Hector Garcia, CPA shows how to use custom reports to determine profitability of an invoice from both inventory and non-inventory items. 

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accountantvip

New QuickBooks Online Certification Exam...

New @QuickBooks Online Certification Exam Available Oct. 26, 2015

New QuickBooks Online Certification Exam...

On Oct. 26, 2015, an updated version of the QuickBooks® Online Training & Certification will be available within your ProAdvisor Center. The current version of QuickBooks Online Certification will no longer be available after ... [Read More…]

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accountantvip

Sept 19th is International Talk Like a Pirate...

Sept 19 is International Talk Like a Pirate Day - Avast ye bean-counting swabs!

Sept 19th is International Talk Like a Pirate...

Arrrrrrr, landlubber! This be the time to remind bean counters everywhere that the 19th day of September be International Talk Like A Pirate Day. http://www.talklikeapirate.com/piratehome.html Avast ye swabs! Lay yer quills ta rest. Grab yer rusty cutlasses and sail the accountant sea! https://www.youtube.com/watch?v=7YUiBBltOg4

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accountantvip

Intuit supporting Bookkeepers in “Awesome”...

.@Intuit @QuickBooks supports Bookkeepers in Global Meetup #GlobalBookkeepingWeek

Intuit supporting Bookkeepers in “Awesome”...

Tens of thousands of Bookkeepers from across the world are coming together to celebrate their profession and the vital work they do to support micro and small businesses. Under the banner ... [Read More…]

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accountantvip

QBO Canada: Free Conversion from QuickBooks to...

Talk to me about converting from QuickBooks Desktop to Online, particularly Cdn charities

QBO Canada: Free Conversion from QuickBooks to...

Try QuickBooks Online Canada by converting a QuickBooks desktop client file risk free today. Follow this step-by-step guide.

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accountantvip

Isn't It Time Bookkeepers Were Certified in...

Isn't It Time Bookkeepers Were Certified in Canada? What do you think?

Isn't It Time Bookkeepers Were Certified in...

You are in a Staples store and you notice a bright young woman milling about the accounting and bookkeeping software. She asks a clerk which one they’d recommend as she’s new to bookkeeping. He chooses one of the top selling packages saying, “A lot of people seem to like this one.” Sold. But before our shopper proceeds to checkout she tells our clerk that she has to stop by the printing department and pick up her new business cards. “Business cards you say. That sounds exciting. New business?” asks the clerk. “Yes.” “What kind of work do you do?” “I’m launching a bookkeeping business. I’m kinda good with numbers and thought I’d give it a try.” Now I don’t know about you, but if I saw something like that it would send shivers down my...Read More

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accountantvip

Take the Canadian QuickBooks Online training...

@QuickBooksCA training for #Canadian #Accountants and #Bookkeepers

Take the Canadian QuickBooks Online training...

Face-to-face training close to work. Live webinars right from your office or home. Live, interactive QuickBooks training sessions hosted by AccountingCycle. You can ask questions and clarify topics while you watch an instructor in an area close to your home. Or, if you can't find the time, get training from the comfort of your own home or office via our live QuickBooks webinars. Training includes a digital QuickBooks reference guide that helps you through tax season, even after your training is complete. You're supported.

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accountantvip

Take the Canadian QuickBooks Online training...

@QuickBooksCA training for #Canadian #Accountants and #Bookkeepers

Take the Canadian QuickBooks Online training...

Face-to-face training close to work. Live webinars right from your office or home. Live, interactive QuickBooks training sessions hosted by AccountingCycle. You can ask questions and clarify topics while you watch an instructor in an area close to your home. Or, if you can't find the time, get training from the comfort of your own home or office via our live QuickBooks webinars. Training includes a digital QuickBooks reference guide that helps you through tax season, even after your training is complete. You're supported.

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accountantvip

Cost-saving tips for small firms

Cost-saving tips for small firms - via Journal of Accountancy

Cost-saving tips for small firms

Cost-saving tips for small firmsFrom renegotiating contracts to hiring part-time staff, these suggestions can help boost the bottom line.By Samiha Khanna There are more ways to save money at a small firm than ordering bulk toner cartridges. Even minor tweaks to daily processes can increase your firm’s efficiency and, in turn, boost your bottom line. For Ashton Ferrin, CPA, of Park City, Utah, any expenditure must meet one condition—it has to benefit his clients. “I opened my own firm last year, and from day one, I’ve been very conscious about necessary expenses,” said Ferrin, a sole proprietor. “My practice is about service to the clients, not me. So my office expenses have been extremely low.” Ferrin built his own desk at Big...Read More

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accountantvip

Avalara Unveils Exclusive Benefits Program for...

Avalara Unveils Exclusive Sales Benefits Program for @QuickBooks ProAdvisor Accountants

Avalara Unveils Exclusive Benefits Program for...

Avalara today announced the availability of a benefits program exclusively for U.S. QuickBooks ProAdvisors® and their QuickBooks Online (QBO) clients. The new program includes access to Avalara’s fully integrated sales ... [Read More…]

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accountantvip

Can You Be a Great Manager If You’re Shy?

Can You Be a Great Manager If You’re Shy?

Can You Be a Great Manager If You’re Shy?

If you’re shy or introverted but want to move up in your career, you’ll probably have to manage people at some point. Can you be a strong leader and an effective manager despite being shy? The answer is: It depends. … Read »

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accountantvip

QuickBooks 2016 Rebuild / Verify Improvements

QuickBooks 2016 Rebuild / Verify Improvements by Charlie Russell

QuickBooks 2016 Rebuild / Verify Improvements

Anyone who works with QuickBooks desktop knows that you have to work on file maintenance to keep QuickBooks humming. Backups, file verification, list re-sorting and even file rebuilding are all necessary parts of QuickBooks maintenance. Let’s take a look at what Intuit has done to improve the QuickBooks 2016 (for full description: QuickBooks 2016 Has […] The post QuickBooks 2016 Rebuild / Verify Improvements appeared first on Sleeter Report .

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accountantvip

Marketing Tips & Tricks for Accountants from...

Since when does anyone share Marketing Tips & Tricks for #Accountants? Since now!

Marketing Tips & Tricks for Accountants from...

We know accountants are not marketing experts, which is why this was such a powerful topic for so many on our weekly tweetchat a few weeks ago.

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accountantvip

We're so excited that 4 Intuit leaders made...

4 @Intuit leaders named Accounting Today's Top 100 list of Most Influential People. Congrats!

We're so excited that 4 Intuit leaders made...

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accountantvip

How to Set Ambitious Yet Realistic Goals

How to Set Ambitious Yet Realistic Goals - in #charity and in #business

How to Set Ambitious Yet Realistic Goals

As a manager, you want your staff setting and working toward clear, concrete goals. After all, goals are how you can measure progress, hold people accountable, and drive real results. But some teams set goals that aren’t “real” – they’re … Read »

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accountantvip

Live Chat for Accountants: Leveraging the Cloud...

Live Chat for Accountants: Leveraging the Cloud for Internal Efficiency With Bryce Forney

Live Chat for Accountants: Leveraging the Cloud...

Join us on Wednesday, September 23 at 7:30pm EST for a *live chat* exclusively for all of our amazing Accountants and Bookkeepers here in OWN IT.We'll be joined by Bryce Forney, CPA and owner of his own firm in Pleasant Hill, CA. Bryce will be sharing his tips on: How to go mobile so that you can take your business anywhere Making the move to a paperless firm Utilizing cloud-based software to create more efficient processes  RSVP below to reserve your spot! Have questions for Bryce? Ask away right here and we'll make sure he gets them answered during the chat.

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accountantvip

QuickBooks Accountant 2016 - Batch Delete...

QuickBooks Accountant 2016 - Batch Delete Transactions * NEW FEATURE

QuickBooks Accountant 2016 - Batch Delete...

QBA 2016 released on 09/08/2015, this is the biggest new feature!

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accountantvip

Why Canadian Bookkeepers Should Go Back To...

Why Canadian Bookkeepers Should Go Back To School: (Part 1 - The Core) #Accounting

Why Canadian Bookkeepers Should Go Back To...

September is back to school season here in Canada. All of those minds that were drowned in Slurpees and baked in the sun are now dragged back into class to slowly repair themselves. I think this is a great time for us bookkeepers to do the same. Why should the kids get all the fun, right? How many of you have used the line "I wish I could go back to school" or "you have no idea how easy you've got it at school" on your kids when they were complaining about 15 minutes of homework while you were finishing up another 12 hour day? Yep...me too! Well, then let's put our money (and time) where our mouths are and do this. Let's face it, bookkeeping has changed a lot over the past 10-20 years. It felt like there were all these minor updates to...Read More

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accountantvip

Sept 19th is International Talk Like a Pirate...

Sept 19 is International Talk Like a Pirate Day -Avast ye bean-counting swabs! #accounting

Sept 19th is International Talk Like a Pirate...

Arrrrrrr, landlubber! This be the time to remind bean counters everywhere that the 19th day of September be International Talk Like A Pirate Day. http://www.talklikeapirate.com/piratehome.html Avast ye swabs! Lay yer quills ta rest. Grab yer rusty cutlasses and sail the accountant sea! https://www.youtube.com/watch?v=7YUiBBltOg4

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accountantvip

New features in @QuickBooks for Mac 2016

New features in @QuickBooks for all my creative Mac friends

New features in @QuickBooks for Mac 2016

The biggest change in QuickBooks® for Mac 2016 is hidden under the hood. A change in the way QuickBooks accesses the Mac’s memory, which previously required extensive modification of the ... [Read More…]

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accountantvip

What’s New in QuickBooks Accountant 2016 and...

What’s New in QuickBooks Accountant 2016 and QuickBooks ProAdvisor Bundle

What’s New in QuickBooks Accountant 2016 and...

QuickBooks® Accountant Desktop PLUS 2016 will help you and your clients hit a home run with new features that will improve efficiency for both you and your clients. What’s even better, ... [Read More…]

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