Receipt Bank integrates with Xero HQ
Helena Wood, Head of Marketing at Receipt Bank, describes how the new integration with Xero HQ improves productivity for accounting and bookkeeping firms. Read the full story on the Xero Blog.
New in QuickBooks Online Accountant: Recurring Projects
This update to QuickBooks Online Accountant allows users to specify that a project and it's related tasks should repeat on a weekly, monthly, or annual basis. Read Charlie Russell's full review on Accountex Report.
How to Run a Cash Basis Trial Balance in Xero
There's no option to run Xero's Trial Balance report on a cash basis. Fortunately, there's a workaround using the General Ledger report. Here's how to do it.
Xero releases "Ask in Xero HQ"
Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.
Highlights from Accountex USA
Here are the highlights from my experience at Accountex USA 2017 in Boston, Massachusetts. Featuring Daymond John of Shark Tank fame, Randi Zuckerberg, former spokesperson for Facebook, and the most innovative accountants and bookkeepers in the profession today.
4 Myths about Millennial Business Owners and Their Accounting Firm Preferences
This survey by Bill.com shows that being tech savvy is not optional if you want to attract Millennial customers: Eighty-two percent require paperless accounting services. And more than half also consume bookkeeping services in addition to tax, an increase of almost 25% versus boomers.
Xero introduces flexible check printing and design for the US and Canada
Xero’s releasing a new check style editor to make check printing easier than ever. Select from multiple print layouts and even print MICR encoded checks on blank stock.
QuickBooks Disconnect
By choosing to work exclusively with particular developers for deep integrations in QBO, Intuit could easily stifle competition in the cloud accounting ecosystem.
Transforming your understanding of what a bookkeeper really does
A new survey shows that many people have no idea what bookkeepers do on a day-to-day basis — but they also value them highly! There's a big opportunity here for entrepreneurial bookkeepers to leverage the power of cloud accounting to eliminate tedious tasks.
CPA Practice Advisor announces 2016 "40 Under 40"
I'm honored to have been named to CPA Practice Advisor's 2016 "40 Under 40" list. This award is designed to recognize "young leaders who are helping to positively shape the accounting and tax profession." You can read my Q&A with CPA Practice Advisor here.