Xero Quotes, iOS update, and More
Recent updates by Xero include a major new feature, Xero Quotes (estimates), a new receipts section for the iOS app, and lots of little tweaks. Xero Quotes Previously, the way to prepare quotes in Xero...
View ArticleWe Could All Learn Client Service Lessons From Disney
Although it’s well known that Disneyworld’s tagline is the “Happiest Place on Earth,” everyone’s definition of “happiest” is different. Let me pose one, important question: Do you think clients believe...
View ArticleThe State of Cloud Accounting 2015
Starting the new year, I wanted to take a few moments to see where we’ve come so far in cloud accounting, the major events 0f 2014, and then partake in a little speculation as to what 2015 will hold....
View ArticleWhen Is Alternative Lending Good For Small Business?
The alternative lending industry is a hot topic among those involved in finance as well as small business owners seeking working capital. The expensive yet accessible loan products offered by...
View ArticleBitcoin 101: Bitcoin for Small Business Pt 3 – Bitcoin Security
I’ve talked about how to get started using Bitcoin and have presented some basic security requirements. Those safety requirements were good enough for dealing with a few hundred dollars, but what about...
View ArticleUnderstand QuickBooks FIFO Costing Before Making the Switch
About a year ago I had an Enterprise client come to me stating that her QuickBooks file ”had to be corrupt.” The information she was pulling up wasn’t correct, in her mind, and she was asking if there...
View ArticleTwo Ways to Tally QuickBooks Customer Sales By City or State in Excel
A QuickBooks user recently commented on one of my articles for this blog that it is “very difficult to get marketing data (from QuickBooks desktop) i.e. sales by state. I’ll be the first to admit that...
View ArticleQuickBooks Online Update for February 2015
QuickBooks Online has just released a new update, which includes a mix of earth shattering tweaks and fixes. Well… not earth shattering, but who doesn’t get excited by the ability to sort rows in new...
View ArticleBusiness Technology That You Can Use from CES
What technology that impacts QuickBooks and small business did you miss from the reporting at the annual Consumer Electronic Show (CES)? Many Sleeter Group Consultants Network members attend CES to...
View ArticleExploring Zoho Books’ Stripe Integration
I’ve been a fan of Stripe for a couple years now. You can start using it in minutes and there’s no hidden rates or gotcha’s that can occur with payment processors. It’s also well liked by developers,...
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