IMA's Count Me

FEBRUARY 23, 2020

So their clients, they don't want to just be filling out a tax return. Actually, I also read the IMA magazine. Some not at all. They don't want to be number crunchers. Accountants with their own practices, right? They want to be advisors, even coaches. So the question is how do we get there, right? Was it Strategic Finance?

QuickBooks 40

QuickBooks Bookkeeping Computation Data Entry 40

Cloud Accounting Podcast

APRIL 6, 2020

Probably information from your tax return and your Social Security number. David Leary: [00:33:00] Not even then because it wasn't fully reconciled, because I was like, oh, she's in New York. Blake Oliver: [00:34:38] There's some parallels to what's going on with coronavirus and what's going on with the tax deadline.

Payroll 40

Payroll QuickBooks Tax Bookkeeping 40

Cloud Accounting Podcast

AUGUST 25, 2020

Again, what this feature does is something that has been happening in QuickBooks for 20 years, which is that you can import your bank data and then create transactions while you reconcile. It was an article that appeared in Financial Management Magazine about how to automate bank reconciliations with Excel Power Query.

Accounting 40

Accounting Accounting QuickBooks XERO 40