Professional
4 Most Recent Posts
How to Add a Client in QuickBooks Online Accountant
Adding a new client who doesn’t already have a QuickBooks Online subscription is easy. Let’s go over the steps for creating a client and the different discount options you have
QB Power Hour — Saving time w Accountant Tools in QuickBooks (Online & Desktop)
Michelle Long and Dan Delong discuss how accounting professionals can save time using the Accountant Tools in QuickBooks Desktop (Pro, Premier, Accountant and Enterprise) and QuickBooks Online Accountant.
QB Power Hour Simplify Your LIfe Autymate Your Work — QuickBooks Online & QBDT — Sept 19 2019
You’ll see how Autymate can help you Simplify your life (or your client’s) by using Autymate to connect and integrate data to QuickBooks Online (or QuickBooks Desktop — QuickBooks Pro, Premier or Enterprise).
If You Mix Up Personal And Business Expenses In Quickbooks Online
What can happen if you pay personal expenses from your business
QBO Update August 22, 2019
Feature Topics:
Direct Deposit Tool
Business View Switch
Firm of the Future & Karbon
My Smart Review System for getting bookkeeping clients
I’ll show you how I get bookkeeping clients using my Smart Review system.
Becoming an Invaluable and Irreplaceable ProAdvisor — QB Power Hour
Thus, bookkeeping is becoming a commodity and being automated. So, how do we as an accountant, bookkeeper, consultant or other accounting professional become invaluable and irreplaceable to our clients.
QuickBooks Online for Accountants (QBOA) – Reclassify Tool
Intuit is rolling out an enhanced Reclassify Tool for QuickBooks Online. If you don’t have it yet, you will soon!
QuickBooks Online for Accountants: Dashboard and Overview
Quick video for Accountants to review client’s books through the dashboard and/or the Overview tab in QuickBooks Online
QuickBooks Online: The Overview Tab
Have you checked out the “Overview Tab” in QuickBooks Online? This QBO for Accountants tool allows bookkeepers to assess the health of a QuickBooks Online file. Does their accounting file need troubleshooting and a cleanup?
What is QuickBooks Live Bookkeeping? May 2019
What is the new QuickBooks Live Bookkeeping Service? What services does it include? How much does it cost? What are the bookkeeper’s qualifications? How can bookkeeper’s benefit from Live Bookkeeping?
Navigating Tips and Tricks for QuickBooks Online — QB Power Hour
If you think working in QuickBooks Online is too slow, then you should watch this video! We share navigating tips and tricks that help you work in QuickBooks faster and more efficiently.
Intuit Price increase
In this video, I discuss the recent price increase from Intuit and how we can work to soften the blow when passing the price increase onto the client.
How I diagnose the Cost of Goods Sold
I’ll show you how to diagnose the Cost of Goods Sold section
Leveraging Technology to Increase Engagements
Does technology put us at risk of providing less value? Or does it enable us to improve the services we provide?
Branding and Social Media with Michelle Long — Mar 7, 2019
Learn about the basics of branding and having consistency between your website and online social media profiles. We critique Dan DeLong’s sites and provide tips & pointers for improvement. Plus, we discussed social media tools to help post to multiple social media platforms at once and how to schedule the posts to save time.
