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QuickBooks Tips & Tricks
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,...
QuickBooks Payroll July 1, 2026 Update: Automated Taxes Required
Have you heard about the upcoming QuickBooks Online payroll tax changes? 🤷🏻♀️ If you're curious how this impacts you and what you need to know, I've got you covered! Here's what's happening: QuickBooks is removing the ability to manually submit payroll taxes and...
The Essential Bookkeeper Checklist: Weekly, Monthly, Quarterly and Yearly Tasks
Ever wonder what you actually need to be doing for your bookkeeping on a weekly, monthly, quarterly, and yearly basis? It is one of the most common questions I get. So instead of just answering it, I made you a resource you can keep and use all year. It is the...
How to Transfer a Credit Card Balance in QuickBooks Desktop
I was recently asked... how to record a credit card balance transfer in QuickBooks. And honestly, I knew the answer would be helpful for more than just them. Because this comes up ALL the time, most people either guess their way through it or avoid it entirely, hoping...
How to Transfer a Credit Card Balance in QuickBooks Online
I was recently asked... how to record a credit card balance transfer in QuickBooks. And honestly, I knew the answer would be helpful for more than just them. Because this comes up ALL the time, most people either guess their way through it or avoid it entirely, hoping...
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. 😉...







