We are often asked, “How do I automatically bill & COLLECT from my client for a monthly bookkeeping fee?” This new feature has now been added to QuickBooks Online. This can save a tremendous amount of time — and the best part is that you...
Tag - Invoicing
Wave’s Recurring Invoicing and Payments
Wave Apps (which you might know as Wave Accounting) recently updated its invoicing module as well as its recurring invoicing capabilities. I don’t think I’ve ever covered the changes to Wave’s invoicing interface. So if...
Using Word to Create Beautiful Invoices in QuickBooks Online
I’ll admit it, one main reason I held off putting clients on QuickBooks Online was the invoice design feature. I felt it paled in comparison to the template feature in QuickBooks Desktop. Over the years, I’ve worked some design magic in Desktop...
Bill & Pay for QuickBooks Invoicing and Payments
The ability to send electronic invoices from QuickBooks and collect payments online is an important feature for many businesses. Let’s take a look at a flexible service that works with both QuickBooks desktop and QuickBooks Online: Bill &...
Helpful QuickBooks Utilities – Batch Invoice Sales Orders
One of the reasons that QuickBooks Desktop is easier to work with is the availability for little low-cost utility programs that can be used to solve a particular problem that QuickBooks by itself can’t resolve. I’m always looking for these kinds...
QuickBooks 2015 Enterprise Transaction Enhancements
Intuit continues to expand the special features that make Enterprise more powerful than the Pro and Premier products. QuickBooks 2015 Enterprise adds a number of very interesting features that can apply to any kind of business. Some are new...
FreshBooks Accounting Software Video Review
As a part of The Sleeter Group’s ongoing research and in connection with our just-released ebook – Online Accounting Software: Finding the Right Match – I’ll review FreshBooks Cloud Accounting software via video. Complete details about...
Custom Fields in QuickBooks
Every business has some sort of unique information that is important to its operation. While QuickBooks Desktop provides the places to store the basic information that every business needs, you will often find that you need to store additional data...
QuickBooks 2014 Advanced Pricing
QuickBooks 2014 Advanced Pricing is a new subscription-based option that Intuit is introducing this year – it is a VERY interesting feature that offers many additional options for creating rules that will alter the sales price for specific...
QuickBooks Online Email Invoice Improvements
Although the majority of the changes in the new release of QuickBooks Online have to do with the user interface, there has been some major QuickBooks Online email invoice improvements with the new release. If you send a customer a copy of an...
Cloud Accounting Comparison – Mobile Apps, Inventory, User Roles, Audit Trails, and Help Documentation
The title says it all. In this part of the ongoing online accounting software review, I’ll be comparing cloud accounting mobile apps, inventory capabilities, users role and audit trails, as well as what kind of help documentation / support the...
Cloud Accounting Comparison – Invoicing
Can cloud accounting software do things like customize templates, re-bill expenses, host the invoices online for customers to view, create estimates, and so on? Keep on reading to find out. Cloud Accounting Invoicing The devil is in the details for...
Intuit Practice Management
Intuit is rolling out a new cloud-based product for accounting professionals this week, Intuit Practice Management (IPM). This product has been in “pilot” status for over two years now, but now anyone can sign up for it. Let’s take a quick...
QuickBooks Online for iPad
Inuit recently released a QuickBooks Online app for the iPad. Let’s take a look at what it can do. Keep in mind that this is “version 1.0” of the app, and I always tend to be a bit cautious about the first release of any Intuit...