November 13 – 15, 2017

San Jose, CA

Countdown to QuickBooks Connect

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QuickBooks Connect 2016 Interview with David Leary

  After speaking with David Leary about QuickBooks Connect 2016, my excitement is even greater than it was. Not only is there a new self employed track this year... Not only is there another hack-a-thon this year... THIS YEAR, people get to vote for their...

QuickBooks Connect 2016 Interview with Jim McGinnis

Last week I had the opportunity to interview Jim McGinnis about QuickBooks Connect 2016. I think you'll be excited to hear what he had to say about what is coming up this year. I know I am!

Shaquille O’Neal to Speak at QuickBooks Connect

Intuit announced today that they’ve added Shaquille O’Neal to the main stage lineup at QuickBooks Connect. Shaquille O’Neal is a cultural icon, best known for his NBA career, spanning nearly two decades. He has also established himself as a powerful media personality,...

Blink and You Might Miss the Tipping Point

When I learned that Malcom Gladwell was speaking at QuickBooks Connect this year, I was very excited. Next I started talking to people about it, and I was surprised to find out how many people that I talked to, had no idea who he was? Blink? The Tipping Point? These...

03-01-02 – Accounts Receivable – Another Way to Project Collections

Patrons use your regular password as a coupon code to access the video. All others - you can purchase this one video or get access to everything by signing up on Patreon ($25 and up) Click the key to sign up. There are times, when you want to be more specific about...

How to Project Sales by Customer

QuickBooks is great about giving you historical data, and the ability to analyze that data. When it comes to projecting, or forecasting financial information, I am still a big fan of using a spreadsheet application like Microsoft Excel. This is where we'll project...

Accounting for Real Estate Brokers and Agents with QuickBooks Online Webinar

Accounting for real estate brokers and agents with QuickBooks Online has some specialized areas, that we're focused on in this 1.5 hour webinar. In the previous videos, we covered the basics: How to set up your listings How to record a sale for a broker How to record...

How to Use QuickBooks Online to Record a Hud-1 Final Settlement Statement

I’ve been working with clients in accounting for real estate for quite some time now. I've seen and entered many a Hud-1 Final Settlement Statement. During a 1:1 session I had with a client recently, I was very impressed with what he had done. Here’s how to use...

How to Find How Far Back a QuickBooks Data File Goes

When I get a new client, and they are using QuickBooks Desktop for their accounting system, one of the first things I do, is run a report to see, at a very high level, what we’re dealing with. I want to know how far back the data goes, and I want to be able to do that...

How to Record Customer Deposits in QuickBooks Online

Customer Deposits are one of the first thing I like to figure out how to record, when I am playing with new accounting software. Here's where I show you how to record customer deposits in QuickBooks Online. When you record customer deposits, it affects both the...

QuickBooks Online Accounts Receivable

When receivables are part of the business, they become a critical part of the revenue cycle, as you've no doubt seen in that lesson. Managing accounts receivable in QuickBooks Online is something you're going to want to know how to do from every possible angle. When...

QuickBooks Online – Bank Feeds

Every cloud accounting application is centered around the bank feeds. You're almost not meant to record a transaction in your bank account until after it has cleared. The US is one of the few countries where we still write checks. It's amazing how we are advanced in...

How to Adjust Inventory Quantity AND Value in QuickBooks Online

As of now, the only way to adjust inventory in QuickBooks Online is to go item, by item, edit the items, and click update, to change the quantity on hand. You have no opportunity to adjust the value of the inventory. I have a better way to adjust inventory in...

Payment Processing Fees – The Wrong Way

When I Posted QuickBooks Tip – How To Record Payment Processing Fees, I may have suggested that there was a right way and a wrong way. I do have an opinion as to form. In other words there are different ways to present the information, and some ways are better than...