Cash flow is the lifeblood of a business and something that is top of mind for most clients. In this episode, learn the ins and outs of what makes an effective cash flow forecast and how you can use the features and reports in QuickBooks to provide clients with the information they need to make […]

Shopify is a leading eCommerce website building platform that has a spectrum of rich features to build a simple website to a super complex one, but integrating into QuickBooks can be a challenge! In this episode, you'll learn about the challenges and best practices for working with eCommerce clients. In our December 2018 episode, you […]

In this episode, Liz and Heather will share how you can make apps REALLY work for you by freeing the valuable time spent doing mundane admin tasks. Learn where to focus first in your firm and how to tell what kind of impact adopting technology will have on your workload and your bottom line. Our […]

Breaking News! If you've been backing up with Chronobooks, then you received an email from Intuit that service will be discontinued as of February 25th and all your data will be deleted. Rewind is backup service that offers secure backups of your QuickBooks data and offers additional features that weren't available in their competitor. Join […]

Learn how to use Aero to manage accounting firm workflow! Together we will map out typical firm tasks and how best to use apps to manages client tasks. By using the superpower of Zapier, we will demonstrate how recurring tasks can be automated, slack messages sent, and how Google integration help to create a unified […]

How to import historical data into QuickBooks Online In this episode, we'll explore best practices when importing historical list and transaction data into QuickBooks. How should you format data so that your import is as efficient and accurate as possible? We'll also examine the QuickBooks Online and Desktop database schema.

Managing fixed assets with NettTracker Fixed asset management has long been a struggle for QuickBooks Online users. What if there was an app that would scan your transactions and automatically flag fixed assets and allowed you to automatically record depreciation entries?

Cloud accounting is all the rage today but many accounting pros still support clients who use desktop-based applications. In this episode, we'll show you how firms can create and support an entire desktop ecosystem in the cloud using RightNetworks hosting platform.

Learn how Commerce Sync can save time and improve accuracy by importing Clover daily sales summary into QuickBooks Online. Automate your Clover sales to create error-free accounting of sales, discounts, and expected deposits. Join us for this episode to see a demo of how to enable automatic imports and map your accounts. Clover is a […]

In this episode, learn about apps on ADP Marketplace that can help businesses engage and support their employees through changes in their normal work routines. Did you know that ADP® integrates with platforms like Slack, Microsoft Teams and Workplace by Facebook, allowing employees to check their PTO hours and valuable HR information just by typing […]

Our guest, Todd Robinson, comes to us with over 16-years of experience in the accounting industry having worked for a number of software technology vendors, most recently partnering up with Vic.ai as their Head of Strategic Accounts to help them pioneer Artificial Intelligence (AI) and machine learning in this new Era of Intelligent Accounting. With their true […]