Bookkeeping for Good

"Realm consolidation is the process of strategically restructuring these multiple QBOA realms into a single, unified environment. This article is designed to help your firm complete the technical steps of consolidation, while also managing the organizational change for your staff. By consolidating, you can improve visibility, simplify administration, and build a strong foundation for future growth."

Outlining A Key Step in Transitioning from QuickBooks Online Accountants to Intuit Accountant Suite Intuit is rolling out a major shift from QBOA to the new Intuit Accountant Suite. This guide explains how to consolidate your realms/consoles so you're ready for the transition.

"This much needed (and requested) feature has now arrived, let’s show our support for this feedback request feature release by actually using it."

Finally, QBO Users can Require Use of Sub-accounts QBO Admin users can now restrict users to sub-accounts only, on a parent-account by parent-account basis.

Thanks SO MUCH to my friends Nancy McClelland and Questian Telka for inviting me to sit in on the podcast this week! And thanks to BILL, Relay and Karbon for sponsoring. We talked about so many wonderful people and amazing conferences! I have to tag just a couple - Cindy Schroeder and Bookkeeping Buds you know you're special to me 💕

She Counts | The Courage to Be Nominated: Wanting It, Dreading It Nancy and special guest Melissa Miller Furgeson, stepping in for Questian, get honest about the awards nomination cycle in accounting: the longing for recognition tangled up with the dread of askin...

"Don't live in Slack dread! Take control of your day and let the robots do the busywork. Use that time to grab another cup of coffee or chat a little more about Love Island—we won't tell."

How to automatically summarize Slack threads | Zapier React to any public message with your chosen emoji, and in seconds you'll get a TL;DR of the entire conversation delivered as a private Slack message.

Intuit login problems are rarely about a forgotten password. Most of the time, the issue is that Intuit uses the word account to describe multiple things, and those things do not behave the same way.
This article gives you a clean mental model for Intuit sign-in, so you can troubleshoot faster and document access correctly during onboarding.

Intuit Login Basics for Accounting Pros Learn Intuit login basics, including User ID vs email, MFA, QBO access, and CAMPS for faster troubleshooting.

"Background checks must be performed in accordance with federal, state and local laws. Make sure you understand the rules that apply to your business before conducting background checks."

Checklist: Background Screenings In this Tip, we identify the jurisdictions that currently require such policies and provide a brief overview of each requirement.

"The QuickBooks Online upgrade that debuted late last fall contains probably the most significant set of interface and navigation changes that the website has ever seen. It’s been available long enough now that you’re probably able to get your accounting work done. But you may still be puzzled by the new version."

Navigating the New QuickBooks Online User Interface - Reconciled Solutions Still struggling with the new QuickBooks Online user interface? We’ll go over the most significant changes and offer some tips.

"Let’s look at a run-down of the details on write-offs, also called deductions, so you can head into tax season with confidence."

What Are Business Tax Write-Offs and Why Are They Important? (Tax Deductions Explained) — Paco de Leon Tax season can feel like a slog to creatives and entrepreneurs. who aren’t numerically inclined. But with some patience you can learn how to be savvy about taxes, including what you need to know to make sure you’re not missing any write-offs that can save you money.  Let’s look at a run-d...

"With federal, state, and local laws as your guide, make sure you carefully consider what policies to include and what policies to avoid in your employee handbook."

Employee Handbooks: Policies to Avoid If not properly drafted, certain policies in your handbook could violate federal, state, and local laws or run counter to best practices.

"To secure a deposit or prepayment in the past, you had to create an estimate and then send the customer an invoice for the deposit or prepayment.
Now, you can use QuickBooks Online Payments to accept deposits for estimates you may be using in your project-based or service-type businesses."

Requesting Customer Prepayments (Deposits) on QBO Estimates This week's Monday Minute takes you through the steps of using the Customer Prepayment feature available with QuickBooks Payments and QBO.