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App Aware: Kintsugi

Kintsugi connects to a firm's accounting, billing, payment, and HR/payroll systems, then continuously monitors transactions and workforce changes against...
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FloQast Introduces New AI Accounting Innovations at TakeControl 2026

FloQast, an Accounting Workflow Automation platform created by accountants for accountants, today unveiled a suite of innovations at its annual...
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Qvinci Launches New RoyaltyHub for Royalty Automation

Qvinci, a global leader in financial and operational performance management, today announced the launch of Qvinci RoyaltyHub, an integrated solution...
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Xero Brings Live Financial Data into ChatGPT and Claude

Small business owners and their advisors shouldn’t have to navigate a complex web of tools and workflows to manage their finances. What they do need is a...
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In the ERP Update: When to choose what ERP?

Since we started The ERP Update this past May, I’ve coordinated features with no less than six major ERP developers, and I’ve also written several...
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Crunchafi Acquires BUCS Analytics

Crunchafi, a leader in SaaS technology for CPA firms and financial professionals, today expanded its platform with more than 150 data integrations, native...
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Quickbooks Articles

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QuickBooks Online Accountant Now Has 'Trial Balance' Feature

Intuit has just announced a new Trial Balance feature incorporated into QuickBooks Online Accountant. You can access it from within the Tax column in...

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WHAT IF: QuickBooks can only be opened by the Administrator

A reader writes in to ask, “When I attempt to open my QuickBooks Company file, the log-in screen only asks for the Admin password, even though there...

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2015 QuickBooks Feature Review: Send Copy to Accountant

For years users have been confused with ‘how’ to send copies of their QuickBooks data to their accountant or tax preparer. Years ago we had to make a...

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When Your QuickBooks Company File Will Not Open

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Webinars This Month

Sep 18
Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

September 18, 2026 · 1:00 PM ET

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Sep 18
See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

September 18, 2026 · 1:30 PM ET

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Sep 22
Who Do You Really Want as a Client? How to Build an Ideal Client Profile That Makes Your Marketing Easier

Who Do You Really Want as a Client? How to Build an Ideal Client Profile That Makes Your Marketing Easier

September 22, 2026 · 2:00 PM 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 24
The Daily Sales: Serving Up Data from the POS to the Books

The Daily Sales: Serving Up Data from the POS to the Books

September 24, 2026 · 2:00 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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