Category Archives: QuickBooks Consulting

Profit secrets for your practice, huge competitive advantage, have we got your attention?

If you’re in search of tips and techniques to help you make more money in your accounting practice, stay on top of new and ever-changing technology, and get a huge competitive advantage in the marketplace, then you’ll want to be at the Event of the Year! Sandi Smith Leyva and I are revealing all sorts… Read More »

Important Info for Existing Users of QuickBooks Online About Updating to the New QBO

It is really easy to update to the new QuickBooks Online (QBO).  As I show in this quick video, it just takes a couple of clicks and bam you're updated.  However, many existing QuickBooks Online users are frustrated after they update because the new QBO looks so different.  They are busy -- they have a … Continue Reading ››

Important Considerations Before Converting QuickBooks Desktop (Pro/Premier) to QuickBooks Online

It's really easy to convert (or migrate) a QuickBooks desktop (QuickBooks Pro / Premier) file to QuickBooks Online.  Just a few clicks and it's done.  However, there are important things to consider and clean up BEFORE you convert the file to QuickBooks Online (QBO).  Check out this quick video for details: