New @QuickBooks Online Accountant: Now in Canada

Geek News! New @QuickBooksCA Online #Accountant now available in #Canada

New @QuickBooks Online Accountant: Now in Canada

One of the big announcements at Intuit’s® QuickBooks® Connect Conference in San Jose focused on the new QuickBooks Online Accountant (QBOA). “The biggest moment for accounting professionals in QuickBooks history has arrived,” said Jim McGinnis, ... [Read More…]

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accountantvip

The Rise of the Small Business Cloud

Average small business owners spend 4 hrs/day online on their biz (not just #accounting)

The Rise of the Small Business Cloud

By 2020, most small businesses in the U.S. will be powered by the cloud, according to Intuit. Is your business ready?

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accountantvip

Why Managers Are Afraid to Ask for Help and How...

I'm a guy. I ask for directions. I ask for help. If it's about ego, get over it.

Why Managers Are Afraid to Ask for Help and How...

It’s tough to ask for help! As a manager, you might feel like you’re supposed to have all the answers. But asking for help isn’t a sign of weakness. Ever wished you could ask for help but felt awkward about … Read »

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accountantvip

Tracking Income and Expenses by Sales Rep in...

Tracking @QuickBooksCA Income, Expenses by Sales Rep-Could a #charity adapt this approach?

Tracking Income and Expenses by Sales Rep in...

Can you track income AND expenses by sales rep in QuickBooks? The question is not often worded quite this way. What people usually ask me is if there is a way to get a report that shows the gross sales for the sales rep, and then deducts certain expenses so that sales commissions can be calculated based on net sales. Of course what this really means is we need to be able to track expenses by sales rep, so that those expenses can be reported by sales rep along with the sales by sales rep. In other words, this amounts to tracking income and expenses by sales rep in QuickBooks. If we can do that then we can get a report on it. That part is easy. Tracking sales by sales rep is easy. When you post an invoice you can assign a sales rep to that...Read More

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accountantvip

6 Ways to Save Your Accountant's Life

6 Ways to Save Your #Accountant's Life - this is from the heart!

6 Ways to Save Your Accountant's Life

 Having an accountant for your small business is essential. As a small business owner, you may be used to wearing multiple hats, but unless one of those hats says “finance professional,” it’s in your best interest to pull an accountant you trust into the picture. Too often small businesses try to save money by handling the finances themselves, only to learn the hard way that you’re more likely to lose money due to fees owed or deductions missed. With tax season upon us, things can be a little cumbersome in the small business neck of the woods–even for an accountant–if you don’t have a clear plan of action. Here are some simple things you can do to minimize the mad rush and preserve your accountant’s sanity. Take a look back and you...Read More

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accountantvip

Announcing Intuit Field Service Management for...

@QuickBooksCA Online - When your fleet's on the street - Field Service keeps things neat!

Announcing Intuit Field Service Management for...

It’s easy to connect your QBO to a new “IFSM” subscription:Log into your QBO accountOn the left, click AppsIn the main Apps area, scroll until you locate the Intuit Field Service Management app (blue square with white wrench)Buy it at $35 per month per user for the base moduleOnce you are logged into FSM, click on Settings/Company/Integration and edit the integration to “Online” and click the button to connect FSM to QBO. You will then follow a series of questions related to first-time integration. Once this has completed you can close the first-time sync window and you then have the two systems integrated! LikeLoading... Tags:News, QBOBy fsmsalesin Product Update on April 17, 2015. Enter your email address to follow this blog and...Read More

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accountantvip

How to Develop Your Team’s Troubleshooting Skills

Trouble shooting is both art and science, particularly in #business

How to Develop Your Team’s Troubleshooting Skills

When colleagues keep turning to you to solve their problems, can you help build their troubleshooting skills? A reader asks: I wanted to get your advice on developing a team’s troubleshooting skills. I work with a group of analysts who … Read »

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accountantvip

Building the Road to Revenue

Building the Road to Revenue applies to #charity as well as #business

Building the Road to Revenue

Building the Road to Revenue The early days of running your own business represent a unique time in your life. Everything is new and exciting. All opportunities seem shiny and the sky is the limit! Staying focused on your goals and saving for your future will improve your chances at long term success. These simple tips will help you draw a road map for your business. • Stay focused on your expertise. Having a firm grip on what you are selling and who you are selling to require both discipline and focus. If you are a new entrepreneur – you must already be familiar with that feeling of enthusiasm and I-CAN-DO-ANYTHING attitude. Keep that energy aimed at acquiring and servicing your target clientele. Your job right now is to create the...Read More

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accountantvip

Are You on Social Media?

Are You on Social Media? Has it helpled get #accounting clients? Me neither! #Face2face!

Are You on Social Media?

In this day and age, nearly everyone who can get their hands on a cellphone or a laptop computer have social media accounts. Unlike in the olden days when social media was just starting out (think Friendster and Multiply), there’s now a plethora of social media platforms to choose from. There’s Facebook, Twitter, Instagram, Pinterest, and a whole slew of other platforms. It wasn’t a surprise when businesses started turning to social media to advertise their products. But social media isn’t just for advertising anymore. It has evolved and now it’s possible to simply click on a ‘buy’ button on some social media platforms like Facebook and WordPress. So. Are you on social media? You don’t have to be a big corporation to benefit from social...Read More

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accountantvip

5 Small Business Lessons To Be Learned From...

Live in New World or Die In the Old - #accounting lessons learned from Game of Thrones

5 Small Business Lessons To Be Learned From...

5 Small Business Lessons To Be Learned From Game of ThronesIf you happen to be a devout fan of the HBO hit series Game of Thrones, then you are waiting in anticipation for the start of Season 5 tonight. While most of us enjoy the series for its drama, horror and interesting cast of characters, what most probably miss are the very evident business lessons and takeaways that apply to every small business and entrepreneur today. Here are five of those lessons to be learned from Game of Thrones, whether you are a fan or not. Daenerys Targarye, also known as Khaleesi, is the biggest threat to the seven kingdoms and those fighting for control because she has something that no one else has – dragons. We know that you aren’t going to have a...Read More

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accountantvip

You can't even afford a frying pan! '...

"You can't even afford a frying pan!" Tough love from a QBO Bookkeeper #Accounting

You can't even afford a frying pan! '...

You can’t even afford a frying pan! qboadventuresPosted on April 22, 2015 Sometimes saying what clients need to hear is tough. But absolutely necessary. With my practice I take on many roles other than bookkeeping. Small businesses’ come to me with more than their bookkeeping headaches. Often times my office becomes safe place to speak out about the stresses of life and running a business. This week I had a husband and wife team schedule an appointment to figure out where their business is going. That session quickly went from Advisory Services to Marriage Mediation! But I get it. Feelings are an important part of business. If you don’t feel anything then you are not pursuing your dreams. But sometimes those dreams do need to have a...Read More

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accountantvip

QuickBooks: 80% Market Share with 29 M Small...

@QuickBooksCA: 80% Market Share with 29M Small Biz & Growing via @MichalClements #NotNews

QuickBooks: 80% Market Share with 29 M Small...

By Michal Clements, Intuit QuickBooks operates in the small business market, sized at approximately 29 million businesses in the US, and it has more than 80% market share with small businesses that use financial management software. With the goal of helping more of these small businesses improve their financial lives, management implemented highly-targeted and innovative customer segmentation and market strategies. Jim McGinnis, Vice President of the Accountants and Advisors Group at Intuit, detailed some of QuickBooks’ successes and gives insight into how other businesses operating in mature markets can carve out new segments and experience impressive growth.Small Business Customer Segmentation QuickBooks has long identified two...Read More

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accountantvip

New sales form styles are rolling in for...

Small things that can save so much time, like multiple @QuickBooksCA Online sales forms

New sales form styles are rolling in for...

Better sales form styles are coming, and will include multiple templates, resizing columns, signatures, and more!

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accountantvip

Intuit Ranks #1 in Web-Based Small Business...

@QuickBooksCA Ranks #1 in Web-Based Small Business #Accounting Software #NotReallyNews

Intuit Ranks #1 in Web-Based Small Business...

The CPA Practice Advisor recently named Intuit’s® Online Accountant/Online as the top choice for web-based small business accounting software, one of five awards Intuit received as part of the magazine’s 2015 Readers ... [Read More…]

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accountantvip

7 Key Strategies to Attract Outstanding Talent

Nope, the job market still sucks for applicants, but you still should attract the best.

7 Key Strategies to Attract Outstanding Talent

As the U.S. economy improves, job candidates are more discriminating when evaluating career opportunities, making the search for outstanding talent increasingly challenging. In a competitive dynamic environment, the key to ... [Read More…]

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accountantvip

Why Joining Peer Support Groups Pays Off

Agree! MT Why Joining Peer Support Groups Pays Off, like @StartUp_Tor for entrepreneurs

Why Joining Peer Support Groups Pays Off

When someone says, “that kind of thing isn’t for me,” I know they haven’t been to a meetup. That’s because meetups are for everybody, something they’ll realize when they get ... [Read More…]

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accountantvip

March @QuickBooks Online Updates

@QuickBooksCA Online gets better every month. Watch for the right time for you to convert

March @QuickBooks Online Updates

Our March QuickBooks® update was driven by your feedback, so thank you! Here’s what we updated: Show related details on the Customers page. Click the estimates, unbilled activities and open invoices bars to see related columns ... [Read More…]

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accountantvip

The Best Employers In The U.S. Tech Sector...

Intuit named 3rd best US Tech Employer by @Forbes after Google and Facebook.

The Best Employers In The U.S. Tech Sector...

Silicon Valley companies are known far and wide for their extraordinary perks and benefits, but which employer in America's technology sector is rated the highest by its workforce? Forbes and Statista asked over 20,000 American workers at large U.S. companies, nonprofit institutions, government agencies, and U.S. divisions of multinationals this question: how likely would [...]

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accountantvip

4 Reasons Why You Want to Integrate @QuickBooks...

. @QuickBooksCA & Excel, an #accounting marriage, but NO MANUAL ENTRY SPREADSHEETS (MESS)!

4 Reasons Why You Want to Integrate @QuickBooks...

I have heard so many people say: “I switched to QuickBooks® to get away from Excel,” but I do not understand in what universe these two tools are mutually exclusive. I ... [Read More…]

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accountantvip

How to pre-fill forms in @QuickBooks Online

Looking to save time? Pre-fill forms in @QuickBooksCA Online

How to pre-fill forms in @QuickBooks Online

Entering the same data over and over again? Here’s how to pre-fill QuickBooks forms, with expert tips and examples.

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accountantvip

Would 300 feet of snow close your business...

Would 300 feet of snow close down your business? Adventures of a Canadian #bookkeeper

Would 300 feet of snow close your business...

Would 300 feet of snow close your business down? qboadventuresPosted on March 18, 2015 Sweet little rural Foxboro, Ontario, Canada is being hit with another load of snow. The question being. Would 300 feet of snow close your business on a day like today? 300 feet is the length of my driveway. And last year I would have cried to see such snow in my driveway knowing that the old family minivan wouldn’t make it through. Although the idea of free-styling down a slippery slope does sound kind of fun! Being stuck with three kids isn’t. But back to the topic at hand. Up until February of last year I was running back and forwards between clients putting my life on the line to travel slick roads with poor visibility on a would be day like today....Read More

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accountantvip

Is Your Startup in Danger of These 5 Cash Flow...

Great ideas. Awesome plans. Ace team. But it all goes to hell if you run out of money!

Is Your Startup in Danger of These 5 Cash Flow...

Managing cash flow is important for business owners in the startup phase because they will experience many financial issues and concerns that established businesses do not. But many entrepreneurs aren’t prepared for the challenge, and 90 percent of small businesses fail because of poor cash flow. If you’re about to launch a new business, here are five areas you should pay attention to so you are not caught off guard.1. Unexpected Pivots and Emergencies No matter how well thought out your business plan is, you can’t predict when an emergency will happen or when you’ll have to pivot to keep your business on track. For example, if your product isn’t selling as you anticipated, you may have to invest in repackaging it or in reaching a...Read More

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accountantvip

Thought Leader Symposium: The Annual Event that...

CPA Practice Thought Leader Symposium: The Annual Event that Keeps on Going via @gaperry

Thought Leader Symposium: The Annual Event that...

by Gail Perry, CPA, Editor-in-Chief On Mar 13, 2015 Once a year, CPA Practice Advisor and a group of key software vendors in the accounting space serve as host to the profession's think tank, the Thought Leader Symposium (TLS). Approximately 30 participants from across the accounting profession gather in a two-day closed-door meeting to discuss and digest events that are occurring within the profession and affecting the way we do our jobs, with the goal trying to make a difference in this accounting world that we call home. The event itself is well known and touted on various social media channels with the hashtag #CPAPATLS. The topics discussed are not immediately available for public consumption because, in the spirit of a think tank,...Read More

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accountantvip

Include Social Media Lead Generation in Your...

Twitter has not been a source of business for me, but it helped me find key players

Include Social Media Lead Generation in Your...

While many large commercial organisations have invested big money in social media, there are still many others who haven’t invested heavily – with time or money. It’s not a part of their marketing plan quite yet. Social media for business is still an emerging area, and if big business isn’t seeing the value in it, it’s understandable that small businesses are finding it hard to justify the addition to their marketing plan. As a small business operator, I know that time and money can be tight, and if you’re running a lean business, you only invest in the things you need. Trust me, you do need social media as part of your marketing plan, but you need to approach it strategically. In my experience, most organisations aren’t putting measures...Read More

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accountantvip

Canada - Intuit ProFile Tips to Increase Your...

For #Accountants in Canada - Intuit ProFile Tips to Increase Your #Tax Efficiency, Part 6 #CRA

Canada - Intuit ProFile Tips to Increase Your...

It’s time to get more efficient and productive with Intuit® ProFile! Here are more tips the ProFile Team has compiled to help during your busy season: Optimization Copy information between all family members’ returns (not ... [Read More…]

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accountantvip

How Accounting Firms Can Break Up with their...

Good social media questions, but #Accounting needs trust, i.e. face to face meetings.

How Accounting Firms Can Break Up with their...

Your firm has been using one or more social media platforms to supplement its traditional marketing efforts. However, you're just not seeing the ROI you’d hope for. You’ve spent a lot of time, resources, and energy feeding your social network in hopes of gaining new clients and increasing the firm’s ROI. In some cases, the additional branding awareness and thought-leader status weren’t as shiny and new as you had hoped. If the appropriate goals for the network – traffic increases, lead generation, growth and reach, engagement, and sentiment – were set; yet, they are still coming up short, it might be time for the old heave-ho. But, before you do, answer these questions. Pre-Break-Up QuestionsHave you given the effort a serious try,...Read More

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accountantvip

Intuitive Accountant’s “QB Talk” for April:...

Intuitive Accountant’s April QB Talk-Working with Inventory in @QuickBooksCA

Intuitive Accountant’s “QB Talk” for April:...

Intuitive Accountant is running a series of web seminars – “QB Talk” – from April-August 2015, with each one taking place the second Wednesday of each month at 1 pm ... [Read More…]

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accountantvip

15 Mistakes Your Business Might be Making on...

My advice for company Twitter accounts: listen to, praise, thank and promote customers!

15 Mistakes Your Business Might be Making on...

15 Mistakes Your Business Might be Making on Twitter Engaging with potential customers on social media is an important part of inbound marketing. Over the past few years, Twitter has grown to one of the most popular websites – not just in social media but across the Internet. With more than 250 million active monthly users and an Alexa rank of 9, Twitter gives you access to a virtually limitless pool of customers. Accordingly, more and more businesses have used Twitter as part of their marketing campaigns. Many have seen a significant increase in traffic as a result of their efforts on the site. According to KISSmetrics, 64% of Twitter users are more likely to buy from brands that they follow. Furthermore, according to HubSpot, 36% of...Read More

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accountantvip

Join us at the @QuickBooks Virtual Conference...

Join us at the @QuickBooksCA Virtual Conference May 19-20! Learn how to convert Desktop

Join us at the @QuickBooks Virtual Conference...

It's my great pleasure to join the fine folks at Woodard Events and Intuit for another Accounting VCon!

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accountantvip

Great Moments in Unprofessionalism

Are #accountants every unprofessional? No? Not even a little bit? #Humor

Great Moments in Unprofessionalism

Ever look back at your career and realize that you weren’t always the consummate professional that you (of course) are today? That you didn’t always have a strong grasp of office etiquette and what is and isn’t professional? I recently … Read »

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accountantvip

Canada - Intuit ProFile Tips to Increase Your...

Yup, #Tax time again - Canada - @Intuit ProFile Tips to Increase Efficiency

Canada - Intuit ProFile Tips to Increase Your...

It’s time to get more efficient and productive with Intuit® ProFile! Here are more tips the ProFile Team has compiled to help during your busy season: Navigation Find a specific form in a return: Use the Search box ... [Read More…]

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accountantvip

6 Ways To Improve Your Conference Calls

What are your Conference Call Tactics? How do you stay focused and get things done?

6 Ways To Improve Your Conference Calls

It’s time to end our collective “death by conference call.” According to new InterCall research on workplace conference call behavior, 82 percent of employees admitted to focusing on other work or non-work distractions while on a call. Rob Bellmar, executive … Read »

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accountantvip

Email Etiquette in Different Countries...

Email Etiquette in Different Countries [Infographic] - it might surprise you!

Email Etiquette in Different Countries...

From country to country, the etiquette that is appropriate for emails can vary widely. In certain countries, email correspondence is expected to be highly formal, much like a written business letter. Alternately, in other countries it is expected that emails contain more of a friendly conversation, as if you were catching up with a longtime friend. It can be difficult to know how to address business associates overseas, and the last thing anyone wants to do is offend a potential client or contact. The first step to avoiding these pitfalls is to really know who it is you are addressing in an email. This does not mean that you have to have met them in person previously, or know all about their individual personal history. What it does mean...Read More

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accountantvip

QuickBooks Online Backup with SafetyNet

@QuickBooksCA Online Backup-The cloud never goes down but #accountants still make mistakes

QuickBooks Online Backup with SafetyNet

One of the key drawbacks to online accounting products is the inability to make an archival backup of your accounting database. Today I’ll take a look at a service that offers the ability to make a QuickBooks Online backup, SafetyNet by Jobber. Let me point out at this point that SafetyNet is a beta test […] The post QuickBooks Online Backup with SafetyNet appeared first on Sleeter Report — QuickBooks and Beyond .

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accountantvip

A Second Special Message to All QuickBooks Users

Have to agree. Many clients don't use all the features of their #accounting system

A Second Special Message to All QuickBooks Users

A month ago, we wrote about how many people use QuickBooks incorrectly. To expand on that, most users do not take advantage of all the features and functionalities of the program. Understandably, everyone is not familiar with 100% of the program’s features. At least, they should be comfortable with the features and functions that pertain to their particular needs. This article describes just that – how to find out what features of QuickBooks are applicable to you and how to maximize them.What You Do Not Know in QuickBooks Off the top of your head, can you list five things that you do not know about in QuickBooks? Probably the answer is “no” and that is perfectly normal. We do not know what we do not know. So how do you find out what you...Read More

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accountantvip

QuickBooks® Online Open Platform Soars

The #LeanStartUp challenge is to convert the minimum product into a popular full product

QuickBooks® Online Open Platform Soars

QuickBooks® Online’s open platform has truly soared – and it could not have been possible without Intuit’s partnership with developers. In fact, just in the past year, Intuit® increased its developer ... [Read More…]

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accountantvip

Getting Started with QuickBooks® Online + Video

Not Oscar ready, but maybe the musical will win a Tony, @QuickBooksCA Online #accounting

Getting Started with QuickBooks® Online + Video

This year, I have finally seen what looks like an irreversible pattern; more than half of my new clients are using QuickBooks® Online (or proactively asking to be set up in ... [Read More…]

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accountantvip

Getting Started with QuickBooks® Online + Video

Curious about @QuickBooksCA #accounting online? Here's the video.

Getting Started with QuickBooks® Online + Video

This year, I have finally seen what looks like an irreversible pattern; more than half of my new clients are using QuickBooks® Online (or proactively asking to be set up in ... [Read More…]

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accountantvip

13 Productivity Tips for Working Smarter, Not...

Frankly, I hate the overused term working smarter not harder, but yeah #LeanStartUp

13 Productivity Tips for Working Smarter, Not...

Our journey to greater productivity, more transparency and a happier work culture Drive more traffic with Buffer. Schedule your first post now! Crowdsourced Productivity Tips: 13 Ways to Live Smarter, Not Harder By Kevan LeeJune 2, 20148 Comments Live smarter, not harder. This principle is one of the 10 Buffer values that form the backbone of our company culture. We love experimenting with new ways to live out this value, and we’ve found productivity tips to be instrumental in this equation. What are some of our best productivity discoveries so far? We’ve written about a few before on the Buffer blog. We thought we’d turn the topic over to you. We’ve been inspired time and again by the abilities and talents of our community, and your...Read More

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accountantvip

Register Now for Ron Baker’s and Gail Perry’s...

I'm trying fixed (value) pricing. Not all the time, but it should be in your toolbox.

Register Now for Ron Baker’s and Gail Perry’s...

Understanding how people make buying decisions is a key component to any successful pricing strategy. By grasping the concepts of how consumers are influenced you can be better equipped to ... [Read More…]

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accountantvip

Social Media Blunders You Don’t Want to Make

Social media blunders - totally funny (until someone on your team makes one)

Social Media Blunders You Don’t Want to Make

Social media can be a double-edged sword for businesses. Using it intelligently can help you engage with customers on a level that other marketing tactics can’t match. But that doesn’t mean you shouldn’t be strategic — and judicious — about what you say and how you say it on your website, blog, and social media […] The post Social Media Blunders You Don’t Want to Make appeared first on QuickBooks .

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accountantvip

Help Your Clients Organize Paper Receipts

The paperless office - first predicted in 1975 - a reality now? Well, almost.

Help Your Clients Organize Paper Receipts

Since 1970, I’ve heard about the dream of a “paperless office.” Now, 44 years later, I can say with confidence that the paperless office is finally possible. Whether it’s your ... [Read More…]

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