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Speaker, Author, Consultant, Fraud Examiner

No NEW QuickBooks Subscriptions after September 30

September 4, 2024

This is the last month QuickBooks Desktop will be sold to NEW CUSTOMERS. If you are a current subscriber, this does not pertain to you. No NEW subscriptions will be sold after September 30, 2024. According to an Intuit post, “We will continue to provide security updates, product updates, and support for existing subscribers.” If […]

QuickBooks Desktop Update

April 9, 2024

This will be a short blog post but daily I still get emails regarding what is going on with the QuickBooks desktop version and what they should do, and how Intuit Sales told them that the online version would be the only survivor of the two options because Intuit was no longer going to sell […]

BREAKING NEWS: US QUICKBOOKS DESKTOP NOT SOLD AFTER JULY 2024

December 4, 2023

Ok, I admit. This came out a couple of weeks ago and a client knew before I did. Is it true? In April of this year, I started getting panic phone calls that Intuit was discontinuing all desktop products, forcing everyone to move to QuickBooks Online. It turns out they were just sunsetting QuickBooks 2020. […]

Intuit’s QuickBooks Changes Over 30 Years

September 9, 2023

There have been many Intuit’s QuickBooks changes over 30 years. I have been teaching and writing about QuickBooks for over 28 years, starting with my first book, QuickBooks 1.0. It has certainly been a journey of drastic changes trying to keep up with an evolving technical environment. I was one of the first QuickBooks ProAdvisors […]

IMPORTANT Info About QuickBooks 2022

October 7, 2021

There is important info about QuickBooks 2022. Intuit is changing their strategy for QuickBooks desktop version pricing and it includes an annual subscription model. There are many reasons they are going to an annual model, one being getting more money for the same software but the other being forcing old versions to be updated. As […]

SBA PPP & EIDL Tracking in Quickbooks

April 17, 2020

What a whirlwind the last few weeks have been. So much to sort out and figure out, and then once you figure out how to “play the game,” someone changes the rules. Truly we can say we have never experienced anything like it and I hope we never do again. However, IF something like this […]

Just Say NO to QuickBooks Online

May 7, 2018

Intuit is doing everything they can in their marketing endeavors to push all accounting software users to QuickBooks Online. While installing QuickBooks Desktop 2018, I was amazed at the blatant pop up offering three free months if I converted to the online version. Let me be clear, I get it. After all, QuickBooks Online looks […]

Important Year End Considerations

December 22, 2023

2023 is coming to a close but before we bring on 2024 (can you believe it?), there are important considerations remaining for 2023. Gather the logins, passwords and security questions/answers.  Let’s say you are an Office Manager and you have an accident that leaves you incapacitated. Where does the practice owner find all the logins […]

ISSUE #3: DO YOU UNDERSTAND YOUR FINANCIAL REPORTS?

November 13, 2023

When you walk into a make it or break it battle, you want all the tools available to fight for whatever crosses your path, right? You do not necessarily want to show up to the raging battle with a kitchen knife, right? Or even a spear, if you were untrained as to how to successfully […]

Saving Cents with Common Sense Issue #2

October 30, 2023

Saving Cents with Common Sense Issue 2: Interest rate hikes stink if you need a loan or carrying a credit card balance but they are great for high-yield savings accounts and CDs. High yield savings accounts make money for you without expended energy. The past few months, I have been pleased to see more practices with […]