Our March Newsletter is Here

We just sent out our March Newsletter just last week and we would love to share it with any of those who didn’t receive it. Our intro is below, click here to see it in its entirety. Hey there! We’re over a week into March and the year keeps rolling along.  Finished your taxes yet? […]

QuickBooks 2016: What to Expect When You’re Expecting an Upgrade

Below is an excerpt from an article by Charlie Russell on The Sleeter Report. To see the article in it’s entirety, click here. Charlie is back with a wonderful introduction to the annual new iteration of QuickBooks, this time sporting the number 16. What exciting changes can you expect? Let’s dive into it. Starting with availability, […]

EMV: The Who/What/When/Where/Why

It’s okay if ‘EMV’ sparks confusion, frustration or worry, we have gone through all iterations at different times. The thing to note is this transition is with good intention, and in the long run will reduce fraudulent charges across the entire country. Who? Everyone! Over the last six months banks and credit card companies have […]

QuickBooks Advanced Reporting, What Can You Do?

Below is an excerpt from an article by Bonnie Nagayama on The Sleeter Report. To see the article in it’s entirety, click here. With QuickBooks Advanced Reporting (QBAR), there is an impressive list of things you’ll have a hard time remember you lived without. Here are a few notes before we get started: Charlie Russell wrote […]

EMV and Electronic Payments

Below is an excerpt from an article by Randy Johnston on The Sleeter Report. To see his article, click here. The credit card industry in the US is officially catching up to the rest of the world. With a deadline of October 1, 2015, EMV (or Europay, MasterCard and Visa) chips will be placed in […]

QBO February Update

Intuit’s February updates for QBO includes several improvements. Let’s check them out:   You can see the number of overdue invoices inside the Pending Invoices column and can even sort by customers by overdue balance. Customers > click the red Overdue bar. Changes will also appear on the Vendors page.   You can see your deposits within the customer split […]

QuickBooks 2012 Support Goes Bye-bye

Below is an excerpt from an article by Charlie Russell on QuickBooks and Beyond. To see the article in it’s entirety, click here. In with the new, out with the old. If you happen to be still using QuickBooks 2012, (both the Mac and Windows version) then come May 31, 2015 certain features will go kaput. Before we delve […]

QBO December Updates

Below is an excerpt from an article by Charlie Russell on QuickBooks and Beyond. To see the article in it’s entirety, click here. Here’s the lowdown on Intuit’s update for QuickBooks Online in December. There are a lot of great changes here. A new feature called ‘QuickBooks Online Management Reports.’ This feature differs between QBO and […]

Year-End Procedures

The individuals at Intuit have provided us with some resources to make year-end procedures a tad bit easier. In order to navigate and organize these tasks, Intuit has the following:  A Year End Guide/checklist within the QuickBooks product that provides information on: What and how to reconcile. How to make adjustments and corrections. How to close […]

QuickBooks Connect 2014

With an impressive list of speakers (including Martha Stuart and Magic Johnson) and Grammy winning band Train, Intuit kicks of the 2014 QuickBooks Connect Conference. It’s going to be exciting this year! Entry starting at only $199 at the San Jose Convention Center, it’s not too late to sign up. With activities across four days, […]