Jetpack Workflow

OCTOBER 12, 2023

With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with tools, strategy, and solutions to better than work and lives. Subscribe to our weekly newsletter, and get 32 free accounting workflow templates today!​​ sign me up!

Bookkeeping 65

Bookkeeping Small Business Accounting CPA QuickBooks 65

Cloud Accounting Podcast

JUNE 10, 2019

Sponsor Xero: [link] Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 16:09 -- The Worst-Kept Secret About QuickBooks Online | Forbes — David says that Gene Marks nailed the key point about cloud accounting price increases way back in 2015. 02:29 -- We got another review!

CPA 40

CPA Accounting Accounting XERO 40

Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. Since QuickBooks Live was announced? on Friday, June 26.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

AUGUST 3, 2020

David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. I was shocked when I heard that CPA firms had received PPP loans. This is huge!

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40