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Quickbooks Articles

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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...

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...

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...

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...

QB Desktop Weekly: Reclassify Transactions

Editor's Note about QB Desktop Weekly: Mondays will see a change at Insightful Accountant for 2023. Liz now is incorporating video into her "QBO...

What About QuickBooks Card Readers?

Someone wrote in asking about the different types of QuickBooks card readers for use with Payment Services. There are three different ones that are...

MTL Payments Compliance Causing Big Change

Apparently a lot of QuickBooks users already have been (and are continuing to have) big problems with the changes that MTL (Money Transmission...

Intercompany Transactions – A QuickBooks Desktop 2023 Feature

Editor's Note: Intuit recently released its QuickBooks Desktop 2023 line-up. Murph has been evaluating various pre-release versions of these products...

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Nov 04
New (and favorite) Apps for QuickBooks

New (and favorite) Apps for QuickBooks

November 4, 2026 · 2:00 PM ET

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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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