by Kelly Thompson | Oct 17, 2023 | Accounting
The most efficient way we can begin to process your monthly and quarterly accounting for you is when we have immediate Read-Only access to your online business accounts. How-To Set Up Read-Only Access for New Users: This process will vary slightly for each financial...
by Lisa Haiss | Oct 9, 2023 | Team
Jordan grew up in a very small city, about an hour north of Clarkston. Jordan graduated from The University of Michigan with a Bachelors degree in Business Administration. She worked in the retail and financial industries through college. She began her career in the...
by Kelly Thompson | May 22, 2023 | Accounting
Inside the Bank Feeds in Quickbooks Online, there is a new Categorization History feature where you can see your most used and last used coded accounts. To access this new feature: go to your Banking screen select a transaction at the bottom of that expanded...
by Kelly Thompson | Mar 7, 2023 | Accounting, Courses, Information Technology
Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible. We’re proud to share their 2023 updates with our clients. What’s New? Migration: Moving from QB Desktop to QB Online Migration now helps provide...
by Lisa Haiss | Dec 22, 2022 | Team
Hello! My name is Rana. Yes, my name sounds just like the character Rayna James on the TV show Nashville, except that I spell it different and I like to claim that I made it hip before she came along. I’ll be working seasonally during the busy tax season to help...
