Linking Applications to QuickBooks
Do you have applications connecting to QuickBooks? What do you do when the link gives an error? Knowing what steps to take and who to call can prevent or reduce the headache you may feel coming on. In...
View ArticleLook out for Phishing email
There’s a phishing email, purportedly from Intuit, making the rounds. Please be careful. Here’s a link to the the Intuitive Accountant article. The title involves Credit Card declined. Anytime you get...
View ArticleMake QuickBooks Work for You
Did you know you can customize the QuickBooks toolbar to show reports you use frequently? Almost anything you can access in QuickBooks can be added to the toolbar. Think about where you click...
View ArticleQuickBooks for Law Firms
Every QuickBooks user law firm should be aware of the the kinds of billing & accounting issues lawyers encounter in QuickBooks, and potential workarounds. On January 28th at 2pm eastern time I will...
View ArticleBuyers Guide – Timekeeping and Billing Software
Assessing timekeeping and billing software? Sam Glover at Lawyerist.com has written an excellent Timekeeping and Billing Software Buyers Guide talking about features to consider and comparing a number...
View ArticleBecoming a Law Firm Trusted Advisor – Part 2
For those looking to work with law firms it is important to understand the law firm business. In part 2 of our series we look at Trust accounting and IOLTA requirements. You can read the article at the...
View ArticleBecoming A Law Firm Trusted Advisor – Part 3
In our latest article in the Insightful Accountant, William Murphy and I explore billing. The article looks at the ways in which lawyers get compensated and what to look for in billing. If oyu work...
View ArticleLegal Accounting Shoot-Out
Thinking about whether a legal specific accounting solution is right for your firm. Using QuickBooks and wondering if it’s “enough”? If you missed our live session, you can still Join Erica Bristler...
View ArticleQuickBooks Online – Client Trust Reporting
Is QuickBooks Online the right solution for a law firm – maybe. But, If you have made the decision to use QuickBooks Online for your firm, you may need to know how to track and report on the trust...
View ArticleLegal Billing Shoot-Out
Thinking about whether a legal specific billing solution is right for your firm. Using QuickBooks and wondering if it’s “enough”? If you missed our live session, you can still Join Erica Bristler from...
View ArticleQuickBooks Passwords
Many users are finding that when they upgrade they are now being forced to use complex passwords and to change them every day. While this may be annoying it was not done to aggravate you. Intuit did...
View ArticleTop 10 Challenges of QuickBooks for Law Firms
Recently I did a webinar, sponsored by Cosmolex on the Top 10 Challenges of QuickBooks for Law Firms. Are you are a law firm currently using QuickBooks and wondering if Cosmolex, or something else...
View ArticleFirm of the Future – QuickBooks for Law Firms
As part of Intuit’s Firm of the Future they are gathering descriptions and sample chart of accounts for different types of firms. I have been asked to provide the input for law firms. This is now...
View ArticleQuickBooks 2017 – Coming Soon!
QuickBooks 2017 is scheduled to start shipping before the end of September. If you are running QuickBooks 2014 or below, you should update as you are not on a supported version. If you are running a...
View ArticleQuickBooks Tips and Tricks
Intuit has released QuickBooks Magazine Fall – Winter 2016 issue. It includes some great QuickBooks tips & tricks, including two provided by me. These are one fraud reductions and date shortcuts....
View ArticleTimeslips and QuickBooks a case study
QBPluggedIn is a resource for business owners looking for solutions. in this issue you can read my article “Sage and QuickBooks are Shaking Hands Daily for this Lawyer”, along with articles on...
View ArticleIOLTA Accounting in QuickBooks – Product Overview
IOLTA accounting is critical for law firms. Choosing the right software solution for a firm means knowing the pros and cons of different options. Previously we talked about what you need to consider in...
View ArticleQuickBooks Backup
No matter what programs you are running, backups are critical. Generally, the safest backups are those made directly by the backup program of the software and then those backups should be backed up...
View ArticleQuickBooks – Reducing Security?
Intuit has just released QuickBooks 2017 Release 5 update. One of the features of this update is ability to change QuickBooks so that you can open or switch to a company file without having to enter...
View ArticleQuickBooks Online (QBO) for Accountants
Looking to learn more about QBO? Are you an accountant working with QBO for your clients? Whether you want to become certified, or just better understand how to work with the software Intuit is...
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