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QuickBooks Online Advanced Financial Forecasts

As a part of the Financial planning features available to QuickBooks Online Advanced users, a new 'Forecasts' functionality has been released....

Creating ‘No Touch’ Tax Returns

No touch tax returns are the way of the future, or the present depending on who you ask. In either case, firms need to be jumping on the bandwagon.

Have You Seen the Tax Tab in QuickBooks Online?

A few months back we told you about Intuit expanding QuickBooks Live to offer 'Tax.' QuickBooks Live was designed to help small business owners...

Revised AICPA Standards Impacting Your Tax Practice

Changes to the AICPA Statements on Standards for Tax Services (SSTS) are potentially impacting CPAs. While these changes do not govern EAs and other...

ProAdvisor Program Grace Period Ends February 18, 2024

On November 20, 2023, we previously reported to you, that Intuit was launching multiple revisions to the QuickBooks ProAdvisor Program. Based on...

2024 International ProAdvisor Awards Process Extended

Calling ALL International QuickBooks ProAdvisors, we want to invite you to participate in the 2024 Awards Process.

In order to maximize...

QBO Advanced Revenue Recognition Enhancements

Generally Accepted Accounting Principles (GAAP) requires revenue recognition according to the ASC 606 standard which specifies how and when revenue...

Soon To Be Released: QuickBooks Solopreneur

QuickBooks Online Accountant users will ultimately be able to add QuickBooks Solopreneur clients and use that product’s features; however, Intuit...

The Funny 'Item' Checkbox to Make QuickBooks Items Two-Sided

Every once in awhile I still get called and asked about how to use items for purchasing purposes, not just sales. QuickBooks Desktop users who don't...

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Nov 24
Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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