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Wishing you a Happy Labor Day from Insightful Accountant

As we celebrate Labor Day and mark the unofficial end of summer, we also recognize the efforts of our country’s dedicated workers. Insightful Accountant...
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Ecosystem Enlightenment: CloseRadar

CloseRadar gives small accounting, bookkeeping, and tax firms a fast, free operations review....
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Winds of September blow in new QBO Reporting API for Developers

As of September 1st, Intuit updated the QuickBooks Online Reports API, something that most QBO users won't notice unless their 3rd-party reporting...
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Accrual to Acquire Puzzle

Accrual, the intelligence layer for modern accounting firms, today announced that it has entered into an agreement to acquire Puzzle’s accounting-firm...
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In The ERP Update Murph asks Is it time to upgrade to an ERP

If your accounting system now depends on multiple add-on apps, manual workarounds, or frequent IT support, it may be time to consider a full ERP system....
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Xero's Modern Practice Playbook

Accounting and bookkeeping practices are navigating rapid change as AI reshapes workflows, client expectations rise and competition intensifies....
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Customizing the Icon Bar in QuickBooks Desktop

I recently wrote about some “oldie but goodie” features in QuickBooks Desktop. The article, "QuickBooks Desktop Weekly: Color Schemes in QuickBooks...

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Pending Transactions in QB Desktop

I was working with a client recently who made a very simple statement after finishing a transaction posting in QuickBooks Enterprise. The client...

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New Shopify POS for QuickBooks Desktop

In our Feb. 28, 2023 feature about the discontinuation of QuickBooks Point-of-Sale, we told you Intuit was working with Shopify to provide an...

Premium Accountants and Bookkeeper Intuit QuickBooks Payments Charge-Backs QuickBooks Online (QBO) PREMIUM

QuickBooks Payments Now Offering Dispute Protection

Intuit's QuickBooks Payments now is offering a new dispute protection program in which charge-backs are automatically forgiven. The program is...

Premium ProAdvisors QuickBooks Online Excel QuickBooks Online Advanced PREMIUM

The Basic 1, 2, 3 of QBO-Advanced Spreadsheet Sync

Believe it or not, I have already been looking at preliminary results from our new Top 100 Applications. Just another reason why this year's form is...

Premium QuickBooks Accountants and Bookkeeper Accounting Technology Divvy PREMIUM

Take a Deep Dive into Divvy

Are you ready? Let's learn how and why you should use Divvy for your business expenses. Join me Feb. 23, 2023. The most common question I get is how...

Premium QuickBooks Intuit QuickBooks Desktop QuickBooks Desktop 2023 PREMIUM

QuickBooks Desktop 2020 to Sunset May 31, 2023

Intuit will discontinue support for QuickBooks Desktop 2020 as of May 31, 2023. This includes all versions of QuickBooks Desktop Pro, Premier and...

Premium Accounting Bookkeeping QuickBooks ProAdvisors QuickBooks ProAdvisor Program PREMIUM

2023 Desktop ProAdvisor Certifications Added to Training Portal

QuickBooks Desktop 2023 ProAdvisor Certifications have just been added to the QuickBooks Training Portal. Over the past week or so, Intuit has added...

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Important Changes to QuickBooks Related 1099 Filing and Billing for 2023

If you are an accountant who has firm-billed (wholesale billing or “Bill My Firm”) clients without a Payroll or Contractor Payment subscription, and...

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Sep 11
Effective Cash Flow Forecasting: Planning for Growth and Stability

Effective Cash Flow Forecasting: Planning for Growth and Stability

September 11, 2026 · 11:00 AM ET

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Capacity Planning and Staff Utilization

Capacity Planning and Staff Utilization

September 16, 2026 · 11:30 AM ET

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Sep 23
The CAS Opportunity: CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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Sep 24
The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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Sep 29
Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

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Sep 30
When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

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