Category: Accounting Software

Accountants Care More Than You Think

If you have ever wondered whether accountants care about a company’s numbers, then read on. Karen was the accountant for a client of mine. She had twenty years of experience, starting as the receptionist and working her way up to

5 Hallmarks of a Good Financial Planning Report

The woman beside me and I were reviewing the financial planning report and looking at the travel expenses entered in their General Ledger (GL) and in my report. They didn’t match. My financial planning report was in a different format

Motivating Your Team

In September 1962, American President, John F. Kennedy, gave one of the best and most inspiring speeches ever made when he said, “I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing

Financial Reporting System Weakness – Part 1

How much time do YOU spend doing financial reporting?  For many organizations, the simple answer is “too much”.  As a consultant, much of my time is spent helping companies with their financial reporting system for: Results analysis and forecasting by management, Oversight by

How To Get the Most From QB Connect

You know what QB Connect going to be like: the massive hall filled with app developers and accounting technology services, the break out sessions on a ton of different subjects, the inspirational key note speeches, and the huge crowd of

Energized Charity Apps

Software applications (“apps”) are like people:  the more connected, the more powerful!  The hosting of apps on internet servers (“cloud computing”) has opened up a rich world of connected applications that allow your transactions to flow without manual intervention. Invoices

Hector’s Expense & Class Allocation Trick

Hector’s Expense & Class Allocation Trick in @QuickBooksCA – Speed up the monthly JE’s Hector’s Expense & Class Allocation Trick in… QuickBooks Accountant Edition and QuickBooks Enterprise 2013 or above only. This technique is used to “import” expense allocations calculated

5 Tips for Customizing QB Forms and Reports

5 Tips for Customizing Forms & Reports in @QuickBooksCA Online by @nerdenterprises 5 Tips for Customizing Forms and Reports in… The first tip for customizing forms and reports in QuickBooks Online is to go into the company settings area and

CRA & Cloud Computing in Canada

Yesterday I attended a presentation that included the statement that the Canada Revenue Agency does not allow charities to use cloud computing.  The reference given was the CRA’s Information Circular IC78-10R5, “Books and Records Retention/Destruction”.  (Also mentioned was RC4409 which

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4 Reasons Why You Want to Integrate @QuickBooks…

. @QuickBooksCA & Excel, an #accounting marriage, but NO MANUAL ENTRY SPREADSHEETS (MESS)! 4 Reasons Why You Want to Integrate @QuickBooks… I have heard so many people say: “I switched to QuickBooks® to get away from Excel,” but I do

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