Important Announcement...

This training website will close down on March 17. Thanks for being a part of my community! I appreciate the opportunity I’ve had to work with small business owners and teach them how to use QuickBooks properly. Have a prosperous 2012… Rebecca

Moving on…Important Announcement!...

2012 is here…and I’ve made an important decision. In 60 days, I’ll be shutting down my website so I can focus on my current position with Northern Michigan University, my health, and my family. I absolutely love online business! But, I also love all the benefits I enjoy from my job as a Business Manager of a University Foundation. Over the past 6 months, I’ve realized I can’t give 100%...

In Case of Death…....

As I’ve been planning for a cruise with my husband, a lot of questions have come to my mind as far as what would happen if my husband and I didn’t return from our trip. This seems like a morbid topic, but it’s important. Businesses and children are at the top of my list of things that need information passed along so things get taken care of according to my wishes. If you are a solopreneur like I am,...

QuickBooks Q&A: How to find out when an invoi...

Here’s a video answer to a question I received recently on my blog. If you use the email functionality within QuickBooks to email invoices to your customers, this video will help explain how to find out when the invoice was actually emailed.

3 New Features in QuickBooks 2012...

QuickBooks 2012 Calendar For an accounting geek like me, finding out what’s new in the latest version of QuickBooks is really fun! Today  want to give you a peek inside QuickBooks 2012.   Here I’ll show you the top 3 changes I think are exciting for the average QuickBooks user. (I may touch on the accounting professional changes in a separate post)       Here are the 3 changes I’ll...

QuickBooks and Social Media together?...

Check it out! I was invited as a guest on Radio Free QuickBooks to talk about my new venture into social media consulting for accountants and QuickBooks Proadvisors. What a hoot! Stacy Kildal, Dawn Brolin and Woody Adams are so much fun to hang out with. (NOTE: I come on at about the 35 minute mark) Listen to internet radio with RadioFree QuickBooks on Blog Talk Radio You can enjoy their QuickBooks Radio Program...

5 Top Reasons to Use QuickBooks...

Recently, I was called by a department at the local university to discuss QuickBooks. They are currently using an old, custom-built billing solution that no longer fits their needs; and had lots of questions about how QuickBooks may be able to help them out. Today I want to remind you of the best reasons to consider QuickBooks for your bookkeeping needs:  I’ve heard anywhere between 85%  and 95% of small...

QuickBooks Sales Tax Fixes...

In today’s video blog, I answer a client’s question about how to adjust her sales tax and accounts receivable for a sales tax amount that she mistakenly charged the customer. To fix the sales tax amount due, there are 3 steps: 1. Sales tax adjustment screen 2. Pay sales tax item 3. Apply a discount to the customer using the receive payments screen Watch the 6 minute video below to get the total details:

Mid Year QuickBooks Review...

If you have limited time to read this post, here it is in a short sentence:  Don’t wait until year end! Year End Issues There.  I’ve said it.  I’m dealing with some frustrating year end issues myself in my new position.  (year end is June 30 for this organization)  The previous business manager left all of the trust and investment reconciliations to be done at the end of the year.  These trusts...

Exciting Announcement and Social Media Services...

In my last post I discussed the decisions I’ve made and how they are changing my business. Today, it’s official! Below is a press release announcing my involvement with the Intuit Writers and Trainers Network. INUIT PRESS RELEASE Social Media Services for Accountants Part of my “new” path with the Intuit Trainers and Writers Network is to write courses and speak on the topic of social media. ...