Welcome,
Thank you for coming to read my blog, I am excited you are here!
Below you will find two types of posts:
- QuickBooks Tips & Tricks
- Inspiration and Insights about Life, Being a Mom, Wife and Entrepreneur.
QuickBooks Tips & Tricks
QuickBooks Modern Reports Explained: The 3 Reports Every Business Owner Should Check
Did you open your reports in QuickBooks recently and think... Wait, these look different? 🤔 Take a breath. You didn't break anything. QuickBooks moved everyone over to what they call modern view, and the reports got a new look. The worry I hear most is some version of...
How to Find and Fix Duplicate Transactions in QuickBooks Online
You looked at your check register and saw the same transaction show up twice. Same date, same amount, same vendor. And now you’re sitting there wondering... did I actually pay this twice? 🤔 Most likely, no. But before you go in and delete anything, I want to show you...
How to Set Up Bank Rules in QuickBooks Online (The Right Way)
Are your bank rules actually helping you, or are they quietly sending your transactions to the wrong place? 🧐 If you have started using bank feeds in QuickBooks Online, you have probably noticed that rules are sitting right there, waiting for you. And they really are...
Why Is QuickBooks Categorizing My Transactions for Me? (And How to Control It)
Have you ever glanced at your bank feed, seen a transaction sitting in the wrong category, and felt your stomach drop a little? 😬 You are not doing anything wrong, and QuickBooks is not broken. Here is what is actually happening. QuickBooks now uses AI to guess where...
New QuickBooks Online Bank Feeds Walkthrough (AI Features Explained)
Have your bank feeds started looking different lately? 🤔 QuickBooks has been changing them with AI, and here’s what I know about a lot of you. You may have pushed bank feeds away because they kept making mistakes, miscategorizing things, and creating a mess you had to...
New QuickBooks Payroll Tax Changes (July 2026): Does This Affect Desktop Users?
If you process payroll in QuickBooks, something is changing on July 1, 2026, and you may have questions. I made a first video on what is changing, and so many of you came back asking the same thing: does this affect me if I am a Desktop user? This is the follow-up,...
Inspirational Insights
Ask These 5 Questions to Grow Your Business
Ready to simplify your strategy? I want to share a powerful exercise that I've used with our members to help you reflect, reset, and make sure you’re not carrying unnecessary baggage from the past into your future plans. It’s all about taking a pause to look back at...
When Does Tax Planning Start?
When do you start tax planning? Here's a short video on how to use QuickBooks for tax planning, and it may be different than you think. 😉 Let me know below, do you love these types of "inspirational thoughts"? 🙋🏻♀️ I’d love to connect with...
Remember… You Are Doing Perfectly
If recently you find that life is feeling a little heavier than normal... 🥴 Are you growing your business, taking care of your family, learning new skills, and you're not sure if you can do it all? Remember, you're doing perfectly. 😘 There are seasons in life, and...
Inspiration & Empowerment:
When Someone Who Knows What They’re Doing Does It
My son wanted to fly a kite recently… and this is what happened. 🤷🏻♀️🤣 It reminded me of being a mom, running a business, picking up a new hobby… You watch someone else do it, and it looks SO easy. Then you try it, and suddenly you’re completely tangled. 😉...









