Upcoming Episode 12/13/2018 Preview
On Thursday, December 13th, 2018 @ 12pm – we will discuss the four pillar of success for an “alternative” business model for accountants: Positioning: your niche/specialty and simplified messaging that...
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New Platinum Sponsor: TSheets
We would like to welcome TSheets to the QB Power Hour family. TSheets will be supporting us financially and with content throughout the 2017 season! QB Power Hour will feature 2 regular episodes,...
View ArticleTransitioning to Value Pricing for Accountants & QuickBooks Consultants
QuickBooks Training Post: I have been on a journey to improve how I price my services with my clients, It has not been easy getting rid of the hourly pricing method, as some clients still prefer it...
View ArticleQuickBooks Desktop: Batching and Automation
QuickBooks Training Post: The following is a list of features that QuickBooks Desktop has related to “Batching”: Most Commonly Used: Batch Invoices Create Invoices from Billable Time and Expenses...
View ArticleQuickBooks Desktop Pro vs. QuickBooks Online
QuickBooks Training Post: I love QuickBooks Online for many reasons; specially because of features that QuickBooks Online has that QuickBooks Desktop (Pro, Premier, or Enterprise) do not have: Setup...
View ArticleWorking default accounts categories for vendors in QuickBooks Desktop
QuickBooks Training Post: In QuickBooks Desktop there are two settings for pre-filling an expense or category to a transaction based on the vendor’s name. You can have QuickBooks pre-fill new...
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Create or Edit your QuickBooks Budget in Excel
QuickBooks Training Post: UPDATED 11/06/2016 with this video: The purpose of this article is to walk you though the process of creating an initial budget in QuickBooks, exporting it to IIF, then...
View ArticleQuickBooks Desktop: Pro vs. Premier vs. Accountant vs. Enterprise (2017)
QuickBooks Training Post: Let me start by clarifying that I will be referring to the Desktop Windows version of QuickBooks! This is a full comparison. QuickBooks Desktop Pro is the entry level version...
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Customizing Report Filters in QuickBooks Desktop + VIDEOS
QuickBooks Training Post: To filter a report in QuickBooks Desktop 2012 or above; First, pull the base report you want to use, then on the top-left of the report, click on Customize Report window: Then...
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Why Upgrade to QuickBooks Enterprise 17? + VIDEO
QuickBooks Training Post: QuickBooks Enterprise v. 17 was released this week, and many of my clients are asking me: “Should I upgrade?” It is important to first note that if you are a current...
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Tax Deductions on a Personal Return
QuickBooks Training Post: Several ways to reduce your tax liability, by reducing your taxable income through these “deductions” (which is a catch-all term for Adjustments, Deductions, Exceptions, and...
View ArticleAccountants’ Favorite QuickBooks Videos
QuickBooks Training Post: Here is a compilation the videos that my accountant colleagues expressed to be their favorite (Topics: Bank Feeds, Data Import/Conversion, Data Entry Shortcuts): QuickBooks...
View ArticleMy QuickBooks Desktop 2018 and Beyond wishlist…
QuickBooks Training Post: Wishlist for QuickBooks DESKTOP 2018+ by category Register, Transfers, Deposits, Banking, and Reconciliation Cleared Tag on Deposits, Transfers (for EACH SIDE of the balance...
View ArticleValue Pricing Webinar
QuickBooks Training Post: Hector is running a free webinar on 09/23/2016 @12pm EST (sponsored by Intuit) called: Pricing your Accounting Services with QuickBooks Online and Wholesale Discount REGISTER...
View ArticleBest podcast episodes on VALUE PRICING
QuickBooks Training Post: Last updated 09/16/2016 – I will be updating this as I encounter more. My favorite podcast episodes on Value Pricing: The Soul of Enterprise with Dan Morris: Crafting the...
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Manufacturing with QuickBooks – Videos & Resources
QuickBooks Training Post: Here are a few videos I have done about Inventory Assemblies and Manufacturing in QuickBooks Desktop: QB Power Hour – Part 1 – Item Groups in QB Pro, Light Manufacturing in...
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QuickBooks Point of Sale
QuickBooks Training Post: Today, Intuit offers to software packages called “QuickBooks Point of Sale” however there are really two VERY distinct offerings: QuickBooks Online Point of Sale Powered by...
View ArticleChart of Accounts Complete list with Descriptions
QuickBooks Training Post: Some examples listed here for Cost of Goods Sold and Expense Accounts. You can also download spreadsheet here Cost of Goods Sold Accounts: Blueprints and Reproduction:...
View ArticleStandard Chart of Accounts & Account Types
QuickBooks Training Post: Many clients ask me about how to “standardize” a chart of accounts or make the chart if account comply with generally accepted principles… Well here are standard Chart of...
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NEW PODCAST: Advisor’s Corner with Hector Garcia
QuickBooks Training Post: We are excited to announce the creation of the new PODCAST by our very own HECTOR GARCIA. This podcast will be focused around some of the learning experiences that Hector has...
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