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Blogs

Take Advantage of “New Client Discounts”

Take Advantage of “New Client Discounts”

If you are not working with a QuickBooks Cloud ProAdvisor you really should be... just look at this stellar new client discount as to one more reason why. Prices are soaring on everything from houses to lunch meat! Doesn't a client discount sound refreshing? As a...

Tips for Impressing Tenants

Tips for Impressing Tenants

  The Devil’s in the Details  The devil’s in the details when your property has a five star rating and you offer all the benefits to your tenants. These are really nice and all but it doesn’t mean that people will not check the details. Deep cleaning is the most...

3 Tips For Real Estate Investing

3 Tips For Real Estate Investing

Real estate investment is a great way to create a steady income and would make a great retirement. In this blog we've highlighted 3 tips to real estate investing. Real Estate investing done properly will determine the profitability you receive but it can also hinge...

Why Hire A Property Manager

Why Hire A Property Manager

Why hire a Property Manager? Real Estate Investing or Property Management can be financially rewarding as well as extremely stressful at times. While being a Real Estate Investor Is a great source of cash flow but at the same time it can also be very time consuming....

You Really Can Bulk Add Vendor Names in QuickBooks Online

You Really Can Bulk Add Vendor Names in QuickBooks Online

Did you know that you can really bulk add vendor names in QuickBooks Online? By using the month-end review in QuickBooks Online and constantly see the long list of transactions without payees? Now those lists can be reduced in bulk with mass edits by adding vendor...

Balance Sheet vs Income Statement

Balance Sheet vs Income Statement

There are many ways the balance sheet and income statement differ but a few key differences are: Time period of reporting: Income statements report financial activity for a specific reporting period whereas the balance sheet reports financial activity at a specific...

QuickBooks Online Connect to Square App is

Many small businesses choose to use Square for business operations. Up to this point, it's been challenging to bring in these transactions to record sales, tips, discounts, refunds, taxes, and fees. But now there is a new QuickBooks Online Connect to Square app, and...

QuickBooks Online Sync with Etsy

QuickBooks Online Sync with Etsy

A few year ago, QuickBooks Online designed its own app integration called QuickBooks Online Sync with Etsy for importing PayPal activity into QuickBooks Online via bank feeds. By pulling transactions in for review, users were able to have more control over mapping....

Wallet Integration for Multiple Payment Options

Wallet Integration for Multiple Payment Options

Instead of using the same payment method for all QuickBooks products, Wallet integration for Multiple Payment Options allows users to choose between payment methods. In example, payment methods can change between credits cards, debit cards, and automatic drafts. Your...

Bank Requested Financial Statement Preparation

Bank Requested Financial Statement Preparation

The COVID-19 pandemic has been such a tragic and difficult time for many Small Businesses. Running a business comes with many expenses such as supplies, overhead and even payroll that businesses just could not afford. The supply chains became short staffed causing the...

QBO Schedule C Service Business

QBO Schedule C Service Business

There’s a new experience for customizing the Chart of Accounts for QBO Schedule C service-based businesses that has been revamped! We always love checking out the new features of QBO. QuickBooks Online is most far too often mistreated by new users. The new custom...

Keeping Two Sets of Books in QBO

Keeping Two Sets of Books in QBO

Earlier this week I had moved clientele data from QuickBooks Desktop to QuickBooks Online, and I also had received an unexpected email from Intuit. The message was to input data in both QuickBooks Online and QuickBooks Desktop until you’re ready to commit. The...

QBO Accountant Feature

QBO Accountant Feature

There is a new contractor payment option that enables QBO Accountant to offer clients the option to add contractor payments to their monthly subscriptions without opting into payroll. Clients asked if they could use the integrated contractor payments center without...

Self-migrate Out of Firm-billed Subscriptions

Self-migrate Out of Firm-billed Subscriptions

As of today, Pro-Advisor’s must take actions to allow clients to be directly billed. Clients will soon be able to self-migrate out of firm-billed subscriptions. I have to caution the clients that might not be aware that they will lose any discounts passed on by the...

Intuit Online Payroll Transition Questions

Intuit Online Payroll Transition Questions

Intuit Online Payroll for Accountant users has received notifications of the upcoming sunset of the service. In addition, the message states a soon-to-be transition to QuickBooks Payroll. I’ve received numerous emails seeking answers to how these changes will affect...