Category - QuickBooks

QuickBooks accounting products: Online, desktop and point of sale

QuickBooks

Redesigned ProAdvisor Certification & Training

I interviewed Naveena Bereny, Global Lead, QuickBooks Certification and Training to learn more about the redesigned QuickBooks Online training and certification program that is planned to go live March 2018. The QuickBooks ProAdvisor program has always been a favorite of mine as it is the key...

QuickBooks

Preparing 1099s in QuickBooks Online Plus

This is a very busy time for those preparing 1099s and there is no time for mistakes. Preparing 1099s in QuickBooks Online requires specific setup steps in order to be successful. There are some helpful guides built into the program to make it easy to navigate. But be sure to keep in mind that this...

QuickBooks

5 Hidden Benefits of Using Intuit GoPayment

As experts in the financial and accounting industry, it is our responsibility to educate our clients on the best solutions for payment processing. Many customers who use QuickBooks often do not realize that Intuit GoPayment is offered free with a QuickBooks Payment account. One of the hidden...

Accountex News QuickBooks

New Year Brings New Opportunities

First, let me take the opportunity to introduce myself. I’m Jess Scheer, the new editor of the Accountex blog – the nation’s largest online community of small accounting firm owners. I began writing for and about accounting firms in the late 1990s and I come to this role with a passion for...

QuickBooks

QuickBooks Desktop Is Alive and Well

QuickBooks Desktop has a large and very loyal following, but since Intuit promotes QuickBooks Online so heavily, people have been nervous about the future of QuickBooks Desktop. However, I believe that QuickBooks Desktop is Alive and Well, and it will continue to be supported by Intuit. Let’s...

QuickBooks

QuickBooks Online Price Rules

Intuit is introducing QuickBooks Online Price Rules, a more advanced way of setting product pricing. Price rules allow you to specify an alternate price in an invoice based on factors like date range, customer type, product/service type, or a specific list of items and/or customers. This is a...

QuickBooks

My Look at QuickBooks Connect 2017

Intuit uses their QuickBooks Connect show to introduce new and upcoming products and features, so here’s my take on the items that interested me at QuickBooks Connect 2017. I’m picking out some highlights from all of the announcements and presentations from the show. It is interesting to see...

QuickBooks

Managing Protected View in Microsoft Excel

Anyone choosing to export reports from QuickBooks Online to Excel 2010 or later is likely familiar with Excel’s Protected View feature. You may also encounter this feature when you open an Excel spreadsheet that has been emailed to you. Protected View is intended to allow you to safely open...

QuickBooks

QuickBooks 2018 R3 Released

Intuit has released the QuickBooks 2018 R3 update for the U.S. version of QuickBooks. This is the first maintenance release for the 2018 product. It is available as a manual update from the Intuit support website and is rolling out as an automatic update. New Payroll Report Intuit has added a new...

Cloud Accounting QuickBooks

QuickBooks Online Projects

Intuit has introduced a new feature, QuickBooks Online Projects. This is a lightweight project management feature that is aimed at simpler businesses. The feature was released this week in the US, and last week in Canada and Australia. If you are running a project-oriented business using QuickBooks...

QuickBooks Small Business

QuickBooks Invoicing for Gmail

Intuit is launching a new app, QuickBooks Invoicing for Gmail. This allows you to create QuickBooks Online invoices directly from your Gmail dashboard. If you use Gmail extensively then you may find this convenient to use. You can connect this to your QuickBooks Online account (including QuickBooks...