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Jan Haugo

Bookkeepers are the CIOs for Small Businesses

See the powerful and unique difference a bookkeeper can make for a small business. 

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Janet Berry-Johnson

Adding Multiple AR/AP Lines on a Single Journal Entry

Learn how allowing multiple AR/AP lines in a single journal entry creates a more efficient workflow process in QuickBooks.

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Dave Venard

5 Ways Automation Improves Expense Management

Lower the average report processing cost significantly by automating your expense management reporting system. Save time, reduce fraud & increase transparency.

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Hector Garcia

6 Steps to Building the Reports You Need in QuickBooks

Did you know that QuickBooks can only build a report using data from two types of tables? Get tips on how to build the reports you need in QuickBooks.

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Hector Garcia

Why Automated Bank Feeds are Better in QuickBooks Online

One area where QuickBooks Online completely reigns over QuickBooks Desktop is Bank Feeds. Learn more.

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Hector Garcia

Create Excel Reports or Pivot Tables From QuickBooks Data

Find out the best and fastest way to get a lot of QuickBooks® data into Excel.

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Scott H. Cytron

How to Download Bank Transactions Into QuickBooks Accountant

Hector Garcia, CPA, shows you his own techniques on how to import large amounts of bank data from Excel/CSV into QuickBooks Accountant.

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Scott H. Cytron

How to Find Hidden Accounting Treasure in Data

Learn what kind of “value” your data has and how you can help your clients understand that value.

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David Worrell

Plain Talk About Financials That Will Make Your Job Easier

How can we help our clients hear – and heed – important finance advice?

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Cathy Iconis

How to Use Transaction Pro Importer & QuickBooks Online

Learn more about one of my favorite apps, Transaction Pro Importer, in QuickBooks Online.

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Brian Tankersley

How to Easily Add Visuals To Accounting Reports in Excel

Microsoft Excel is the "Swiss Army Knife" of the accounting profession. Learn how to use the Excel Camera tool to add more visual elements to your reports.

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Building Meaningful Client Partnerships Through Real-Time Data

[INVALID] Ingrid Edstrom, of Polymath LLC discusses how using cloud-based software and value priced agreements allows her firm to partner with clients in order to help them reach their overall goals.

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How to Set Goals for Your Clients

How real-time data lets accountants guide their clients forward by understanding what’s really going on with their business.

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Kim Amsbaugh

If Hindsight is 20-20, How Well Did We Predict the Future of Accounting?

In this article, Intuit revisits its past predictions about the future of the accounting profession and client interaction, to see which prophecies have come to pass.

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Hector Garcia

Tips for Building Custom Reports in QuickBooks Desktop

Get 3 tips for building custom reports for your clients using QuickBooks® Desktop. 

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Hector Garcia

Tips for Creating Organized Financial Statements

Learn how Financial Statements should be presented to a bank so that it can perform a fast and precise analysis of the financial health of the business.

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Jennifer Moore

Receipt Bank QuickBooks Online Integration For Accountants

See how QuickBooks Online and Receipt Bank gives you so much more time to meet client needs.

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Monica Muir

How to Use QuickBooks to Find Your Practice's Niche

QuickBooks is great for many businesses. Take a look at the variety of reports and settings in QuickBooks that can help you take your practice to the next level.

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