Month: November 2017

As the universe of apps that integrate with QuickBooks Online seems to expand exponentially on a daily basis, how do you pick the right one?  I recently attended a session on this very topic at #QBConnect.  The presenter, Byron Patrick, did a great job of identifying the steps in this process:

1.  Identify the reasons & goals
2. Determine the must haves
3. Identify the options
4. Filter down the choices
5. Do your research
6. Make your selection

Download Byron’s presentation here: Taming the Wild West of Apps

My passion is teaching people about how to best use their QuickBooks to solve problems and deliver information about the money side of the business so that they make good decisions and spend more time doing what they love! If you are successful, I am successful.

So I created this blog to keep you up to date on the changes constantly being made in the Intuit universe and what products and services are available to help you do your job better, faster, and cheaper. I want to help you stay out of trouble from an accounting and tax perspective. And I want to help you grow your business!

Let me know what issues you’d like to hear about. QuickBooks questions? Accounting questions? Pictures of my cats? This blog is for you so what would you like to know? P.S. I’m always happy to post pictures of my cats!