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Determining How Many NEW Customers Your Business Has

In this video, we use Microsoft's Power BI to determine and then visualize how many NEW customers your business has....

Determining How Many Customers Your Business Has

In this video, we use Microsoft's Power BI to determine and then visualize how many customers your business has....

A Visual Representation of Your QuickBooks Online Sales

In this video, we use Microsoft's Power BI to visualize and explain your QuickBooks Online sales....

A Visual Representation of Your QuickBooks Online Numbers that Actually Makes Sense

We use Microsoft's Power BI to create a real-time interactive, dashboard to see your QuickBooks Online financials come to life.  This allows business owners to make better informed and more data-driven business decisions. ...

QuickBooks Online Balance Sheet Audit

In this video, we show how to audit your QuickBooks Online Balance Sheet to make sure it's accurate....

QuickBooks Payments - How to Handle a Combined Payment & Refund Deposit

Using QuickBooks Payments, we show how to handle a combined payment and refund deposit....

How to Record Credit Card Cash Back Rewards in QuickBooks Online

We show how to record credit card cash back rewards in QuickBooks Online....

How to Handle QuickBooks (QB) Payments Sales Refunds in QuickBooks Online

We show how to handle QuickBooks (QB) Payments sales refunds in QuickBooks Online....

QuickBooks Online Bank Feeds - "For Review", "In QuickBooks", & "Excluded" Tabs Explained

In this video, we explain how the three QuickBooks Online bank feed tabs work and how they impact your financial statements....

Track1099: How I Issue 1099-Misc To Independent Contractors

We discuss the most efficient and cost-effective method for issuing 1099-Misc to independent contractors....

When to Issue 1099s to Your Independent Contractors

There is a ton of misinformation and confusion regarding when business owners need to issue Form 1099-Misc to their independent contractors.  This video offers some much needed clarification....

Have Independent Contractors Enter Their 1099 Form Tax Information Directly Into QuickBooks Online

In this video, we show how to use QuickBooks Online to collect Form W-9 information from contractors.  This allows your independent contractors to enter their Form W-9 information directly into QuickBooks Online.  This information can then be used to prepare 1099-Misc forms in QuickBooks Online.  ...

Importing a Products/Services List Into QuickBooks Online

In this video, we show how to import a Products/Services list into QuickBooks Online....

Employee Gift Cards in Gusto & QuickBooks Online

In this video, we show in Gusto how to properly account for gift cards given to employees for the holidays....

Gusto and QuickBooks Online Health & Dental Benefits Accounting Setup and Integration

In this video, we show how to set up and integrate health & dental benefits in QuickBooks Online and Gusto.  ...

QuickBooks Online Alert Message: Some QuickBooks Payments Deposits Weren't Automatically Recorded

In this video, we explain what to do when you receive the following alert message in QuickBooks Online:  "Some QuickBooks Payments deposits weren't automatically recorded.  After you receive the funds in your account, record them manually as a Bank Deposit."...

How to Avoid a Common Error in QuickBooks Online: Making Credit Card Payments

In this video, Nimbus XYZ shows how to avoid a common error in QuickBooks Online: making credit card payments....

New QuickBooks Online Projects Feature

In this video Nimbus XYZ explains the new QuickBooks Online "Projects" Feature....

Saving Time with QuickBooks Online Search Function

In this video Nimbus XYZ explores saving time with QuickBooks Online's search function....

The Think I Love Most About QuickBooks Online

Three words that often result in sweaty palms and prolonged sighs from even the most hardened entrepreneurs. Manual. Data. Entry. It’s a prominent complaint among new clients - particularly those still using desktop accounting systems or spreadsheets - and it’s something I relish helping them leave behind as they move their business forward. Those clunky, error-strewn spreadsheets are typical of a startup’s record keeping arsenal, but thanks to the advent of cloud-based technologies thereâ...

How Much Does It Cost?

Quite often I’ll speak with clients who have spent some time clicking around my website looking for a pricing page or price list. They’re sometimes confused or exasperated as to why they can’t find my services broken down into dollars and cents. Don’t worry, it’s not some underhanded trick to force you to pick up the phone or complete an inquiry form. No, the simple truth is no two businesses are every truly the same, and so I like to address certain criteria before quoting a price for...

Buying a business? Here’s something you need to know...

Buying an established business is attractive for a number of reasons: If things are done correctly by the selling party, you’ll take ownership of a ready-made entity, with processes, workflows, suppliers, and customers already in place. In theory, the kinks have been worked out, and you can pick up from where they left off.You’ll inherit a brand with goodwill attached. You don’t need to spend time and money trying to build its reputation from scratch.And if you already own a competing busi...

A Paperless Business is a Happy Business

As a busy entrepreneur, chances are you encounter paper on a near daily basis. From reports and memos, to invoices, contracts, and receipts, it’s impossible to avoid. And yet, against the backdrop of cloud-connected services, smartphone applications, and the web in general, it seems almost unnecessary that a modern, forward-thinking business needs to use that much paper. Don’t just take my word for it. The global consumption of paper has grown by around 400% in the last four decades, with al...

Facing a cash flow power struggle? A new approach could be in order

For small and medium-sized businesses, cash flow is critical. The smallest of gaps can wreak havoc, sending even the most diligently run business into a tailspin. And it's often something larger organizations don't have to deal with. If they enjoy a steady flow of cash into their business, then they can at times be a little laid back when the time comes to pay their invoices. That's why, when working with larger businesses or nonprofits, it's important that small businesses recognize th...

Here’s why effective communication between your accountants matters

If you work with one accountant on day-to-day business administration and financial planning, but defer to a specialist tax accountant when the year-end rolls around, it's a good idea to ensure open lines of communication exist between the two. After all, good communication is crucial if you're to maximize the value of your relationship with your accountants. And having access to - and understanding - the right accounting data can make all the difference when you need to make important decis...