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Enhance your Workflow with Aero
This article is a follow-up to the 03/31/2015 episode of QB Power Hour on “Product, Price, and Process of a QuickBooks Advisor” The PROCESS portion was covered by Laura Redmond with a demo of Aero...
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QBO Recent Improvements March 2016
QuickBooks Training Post: Vendor List Split View One of several improvements added by the Intuit QBO team is the vendor split view window. This feature creates a window for viewing vendors and their...
View ArticleComplying with FBAR (From Journal of Accountancy)
QuickBooks Training Post: I really like this article from Journal of Accountancy of 04/06/2016:...
View ArticleFinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) Form...
QuickBooks Training Post: I liked the way that James Meartin, CPA from New York explained these requirements: FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) Form 8938,...
View ArticleQuickBooks Online Fundamentals – FREE webinar series starts 4/12 w/FREE CPE
Join me and register for all 3 webinars in the series here: http://quickbooks.intuit.com/accountants/resources/university/training-for-accountants — Click on Free Live Webinar Training and then...
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Inventory – QuickBooks Enterprise and Premier
QuickBooks Training Post: Companies that work with inventory have unique needs. Tracking sales and quantities of specific products to sell adds a vast layer of complexity to accounting software....
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QuickBooks Enterprise Advanced Reports: AR Aging by Invoice with Date and...
QuickBooks Training Post: This report was built using QuickBooks Advanced Reporting (QBAR) module included with QuickBooks Enterprise 15 and up. Contains the Standard AR Aging columns that has the...
View ArticleIndependent Contractor vs. Employee (How to decide?)
QuickBooks Training Post: SOURCE: https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Independent-Contractor-Self-Employed-or-Employee Most employers “prefer” to classify the people...
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Inventory – QuickBooks Pro vs. Premier
QuickBooks Training Post: Sales orders Last post we looked at a couple of the inventory features in the most basic level of QuickBooks Enterprise that were not available in QuickBooks Premier. What...
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We are ADVANCED CONTINUING EDUCATION (ACE) approved!
We are excited to announce that the QuickBooks ProAdvisor® Program has launched a new program exclusively for Advanced Certified ProAdvisors to maintain their advanced status. This new Advanced...
View ArticleNews for Advanced Certified QuickBooks ProAdvisors + QB Power Hour is an...
Intuit announced a new program for Advanced Certified ProAdvisors® to renew their Advanced Certification today. If you are Advanced Certified in either QuickBooks® Online or QuickBooks desktop, you...
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QuickBooks Advanced ProAdvisors now have Advanced Continued Education (ACE)
QuickBooks Training Post: Intuit announced a new program for Advanced Certified ProAdvisors® to renew their Advanced Certification today. If you are Advanced Certified in either QuickBooks® Online or...
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QuickBooks Enterprise Advanced Reports: Commission Report with Tiered Rates
QuickBooks Training Post: This report was built using QuickBooks Advanced Reporting (QBAR) module included with QuickBooks Enterprise 15 and up. Contains Profit per invoice (multiplied by % of the...
View ArticleBe Careful of Using ‘Your Books’ in QuickBooks Online Accountant as...
QuickBooks Online Accountant (QBOA) is designed for accountants, bookkeepers and others who work with multiple clients. It helps improve our efficiency when working with multiple clients. One of the...
View ArticleUnderstand all the Options for Accessing QuickBooks Online
Join me and Intuit’s Micah Sampson, Senior Manager, Small Business Customer Care for QB Power Hour, Thursday 4/28/2016 to learn about all the options for accessing QuickBooks Online (QBO) including:...
View ArticleDon’t Miss Firm of the Future and QuickBooks Online Certification Prep...
There are two great training opportunities to help accounting professionals grow their practice in various cities across the US this May and June. The events are Becoming a Firm of the Future and...
View ArticleMy QuickBooks Online wishlist
QuickBooks Training Post: I love QuickBooks Online (QBO), and have many clients that prefer the cloud-based platform over QuickBooks Desktop; but there are many important features that are lacking (or...
View ArticleQuickBooks Online Certification Training in Miami
QuickBooks Training Post: I will be teaching a free live class in Miami, FL with my colleague Michelle Long, CPA on June 8th, 2016 at Intercontinental Hotel in Doral, FL 9:00am to 6:00pm Sign up here:...
View ArticleTable and Field Dictionary for QuickBooks Advanced Reporting
QuickBooks Training Post: Download the spreadsheet here or search the table bellow. TableFieldDescriptionAccountAccount NumberUnique number for each account irrespective of the account...
View ArticleScaling New Heights 2016 – the QuickBooks ProAdvisor Conference
QuickBooks Training Post: I am teaching at the SNH conference this week, a total of six sessions: Monday – May 23rd, 2016 What most ProAdvisors do not know about QuickBooks Reports Lesser Known...
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