Category: QuickBooks
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How to invite me as an accountant to be able to look at your QuickBooks Online records
As the owner of a QuickBooks company subscription, you have complete control to invite users, define their roles and information viewable, and track the activities of each user. Often one of the first tasks is to invite an accountant to help complete setup, add advanced functions and enable an informed discussion on the business finances.…
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Simple bookkeeping systems for sole proprietors
In general, I try to have a coaching conversation with new clients and prospective clients about the reasonable time and cost allocation for bookkeeping in relation to other business factors. We hope to see this allocation consistent with others who are successful within a business niche and, if a significant difference exists, look more closely…
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What’s up with QuickBooks?
Intuit Corporation’s QuickBooks product is easily the most popular small business accounting platform in the nation. This popularity carries through to my law firm market niche where most use some type of QuickBooks platform to connect various components of financial management. Most of these users are converting from older desktop software to more modern hosted…
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QuickBooks Online for law firms
Intuit corporation will release record high earnings this week that surpass stock market analysts’ expectations. The driving force is the success of QuickBooks Online, a product used by almost 4 million small businesses. The number of businesses subscribing to QuickBooks Online is growing quickly as businesses move from the desktop version, just as management predicted.…
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Platinum Level QuickBoooks ProAdvisor
Did you see the episode of ABC sitcom “Modern Family” where Jay and the family visit Mandalay Bay? In the story line, Jay learns there is an even better high level accommodation than the resort penthouse suite he booked so he becomes obsessed with trying to upgrade, only to learn that there are still higher levels…
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QuickBooks Self-employed revisited
This month I took a fresh look at QuickBooks Self-employed version. As much as I want to endorse and offer this platform for self-employed individuals, I can not. The simple reason is that Intuit does not support this product under the same platform as other QuickBooks products. I find the support to be inefficient, unprofessional…
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Accepting QuickBooks invitation to online accountant
Some blog post I write just for me, so that I’ll remember next time the situation comes up. If this helps another accountant, great. This is a workaround to a overly sensitive security issue that’s caught me a few times. A prospective client sends the accountant invitation through QuickBooks Online. (If you are not an…
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One QuickBooks Online account for multiple small businesses
A client wants to upgrade his bookkeeping system to QuickBooks Online but was resistant to opening a separate QuickBooks account for each of his small companies. Through a fast screen share, I was able to show him how I use my own QuickBooks account to run several businesses that each report to a separate tax…
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How to upgrade your small business payroll in 3 easy steps
How to upgrade your small business payroll in 3 easy steps: Download and sign service agreement from tonynovak.com/payroll. If you have prior payroll this year, get a copy of the Year-To-Date reports. Upload these to the secure portal here. THAT’S IT! We’ll take it from there. At lease one phone call will be necessary to…
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Standard basic pricing for QuickBooks Online
2019 update: Intuit corporation announced retail rate increases for its QuickBooks products. The rates in this article are now out-of-date. Rates remain the same (for now) for subscriptions contracted through a ProAdvisor but may increase in the future. Once a subscription is started, the rate is ‘locked in’ for the life of the account. This…