QuickBooks Online

Every day is a great day, especially when you learn something new

Every day is a great day, especially when you learn something new

My favorite (possibly self-created) saying is, “Every day is a great day, especially when you learn something new.” Today was a very special day for me, thanks to Scott Kay. As Scott is from Australia, we never meet before he sent a LinkedIn message: Hi Mike, thanks for adding me. I’ve definitely seen you on Xero/QBO […]

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The end of Xero, Brain Dead Xero Machine Learning

The end of Xero, Brain Dead Xero Machine Learning

The end of Xero is not far off. I was once #3 in Xero U.S. Xero sales, a speaker at two Xero events & a very early adopter of Xero’s WorkflowMax, a near useless version the new Xero HQ. The now retiring Xero CEO linked to my blog & exchanged many emails with me. The […]

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Best QuickBooks Self-Employed Features

Best QuickBooks Self-Employed Features

Here are the Best QuickBooks Self-Employed Features. 1. You can split individual expenses between business and personal. 2. It’s easy to create rules based on purchases and payments. 3. It automatically predicts taxes owed. 4. The dashboard is well designed. 5. You can send invoices and process payments online. The QuickBooks Self-Employed dashboard is not […]

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Free Xero to QuickBooks Online Conversions – Free Xero to QuickBooks Desktop Conversions

Free Xero to QuickBooks Online Conversions – Free Xero to QuickBooks Desktop Conversions

I once was #3 in U.S clients (Xero’s CEO linked to this blog & quickly replied to my emails), but soon wanted free Xero to QuickBooks Online conversions & free Xero to QuickBooks Desktop conversions. Many Xero users want to return to QuickBooks because Xero often ignores or misrepresents when it will fix problems, even […]

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Make the Switch (Convert) to QuickBooks Online – Still FREE

Make the Switch (Convert) to QuickBooks Online – Still FREE

I recently found that the Make the switch (convert) to QuickBooks Online page is still available and FREE. One of the many accountants who are and will drop Xero, recently contacted me about how to convert from Xero to QuickBooks Online. Like me, he was disgusted with Xero delays, bad reports, bad features and bad […]

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Problem with QuickBooks Online Accountant Link to Quickbooks Self Employed and Much More

Problem with QuickBooks Online Accountant Link to Quickbooks Self Employed and Much More

A bookkeeper had a problem when she tried using a QuickBooks Online Accountant link to QuickBooks Self Employed and made the client a wholesale client. When she first did it he got access to her books and she could not delete him as a team member or set him up as a user in his […]

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The free QuickBooks Online (QBO) exporter loses lots of data when it converts (or backups) to QuickBooks Desktop (QBD)

The free QuickBooks Online (QBO) exporter loses lots of data when it converts (or backups) to QuickBooks Desktop (QBD)

The free QuickBooks Online (QBO) exporter loses lots of data when it converts (or backups) to QuickBooks Desktop (QBD). Advanced users knew of some losses ever since we got QBO but, even after all these years, the extent of the losses are shocking. QuickBooks Desktop (QBD) loses all attachments and many QBO fields when converting. […]

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QuickBooks Online Apps (add-ons) Streamline Tasks for Accountants and Clients

QuickBooks Online Apps (add-ons) Streamline Tasks for Accountants and Clients

QuickBooks Online apps (add-ons) streamline tasks for accountants and clients QuickBooks Apps (add-ons) are custom solutions built by third-party developers, usually for QuickBooks Online. Apps are now an easier than ever way to boost productivity and reduce labor-intensive tasks, for accountants and their clients. They are now very easy to set up and track from QuickBooks […]

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TurboTax Sales Confirm the Dismal Future for QuickBooks Desktop

TurboTax Sales Confirm the Dismal Future for QuickBooks Desktop

New TurboTax federal unit sales confirm the dismal future for QuickBooks Desktop. As the table below shows, last year (through April 22), TurboTax Desktop had 15.85% of combined TurboTax Desktop and TurboTax Online unit sales. TurboTax Desktop unit sales then dropped 5% for the tax season through April 21, 2018. At the same time, TurboTax […]

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QuickBooks Online Accountant new features, South Africa

QuickBooks Online Accountant new features, South Africa

Here is a good post: QuickBooks Online Accountant gets new features Users can now work in multiple tabs. An accountant can work on multiple clients and tasks at once (until timed out) by opening them in different tabs and windows, without losing work on any task. Users can now access accounts directly from a QuickBooks […]

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