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QuickBooks Tips & Tricks
How to set up Gmail to email Invoices through QuickBooks
Are you having a hard time sending invoices through QuickBooks using Gmail? I've noticed many people requesting some help getting this fixed recently. Here's an updated video to walk you through setting up/creating an App Password. Are you new to QuickBooks or...
QuickBooks Online vs Desktop
If you're a new QuickBooks user or have ever wondered about switching to QuickBooks Online, I have something just for you. So often I'm asked what the differences are between QuickBooks Desktop and Online and how to choose which one is better. In today's video I'll...
Cash vs Accrual Reporting in QuickBooks
Ready to learn the difference between Cash vs Accrual basis and how it impacts your reports? Are you reporting cash or accrual and realize it's the wrong one and need to change it 🙋♀️ 🙋🏻♂️ If you're not using Invoices or Bills you're already using “cash basis”...
What is Veem and how does it work with QuickBooks Desktop or QBO
Our community asked me to share about Veem, so I reached out to them here's our live training together. I personally use Veem to pay Independent Contractors both locally and internationally. We shared how it works and why I started using it. Learn how it can benefit...
How to add and track PPP Loans in QuickBooks
If you are looking for some guidance with adding and tracking your PPP (Paycheck Protection Program) Loan, here are some ideas for you. How to enter the Loan/ Funds How to Track expenses using Classes How to Track expenses in the Bank Account Reports for both Payroll...
Ready to figure our QuickBooks on your own? – Grace’s Story
Are you having a hard time getting on the same page with your bookkeeper or CPA, so you’ve decided to learn QuickBooks yourself? You've searched all over Google and got some answers but you’re not grasping the full picture... Can you relate? If so, Grace’s story is...
Every mistake in QuickBooks is fixable – Wendy’s Story
Do you ever think to yourself, I’m terrible with numbers, I don’t know if I’m ever going to understand QuickBooks? That’s exactly how Wendy felt after she started helping her son-in-law’s plumbing business and they received a tax bill for thousands of dollars more...
Do you need to reconcile if you’re using the Bank Feed in QuickBooks
So what is a bank reconciliation? It's when you compare your bank statement with what you have entered in QuickBooks. Whether you use a bank feed or not you need to reconcile. It's the only way to keep from making mistakes. If you have old transactions, this is a...
Weekly Videos with Tips & Tricks for QuickBooks!
Inspiration & Empowerment:
Creating Confidence Through Competence
Have you ever felt nervous about taking on a new client? Unsure if you have the skills? I would love to share a little snippet from a call with one of my mastermind members. Tell me, what's the one thing you've been putting off doing because of a lack of confidence?...