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The QuickBooks Online App for Windows and Mac Users

When parts of this story first ran back in November 2021, we heard a lot about the QuickBooks Online Advanced App during "QuickBooks Connect." During...

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...

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...

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...

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...

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...

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...

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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Migrating From QuickBooks Desktop

Migrating From QuickBooks Desktop

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Difficult Conversation Every Advisor Must Master

Difficult Conversation Every Advisor Must Master

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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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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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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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When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

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