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Recent Posts
Cookie Cutter Accounting Data Migration
Avoiding The ‘One Size Fits All’ Data Migration Pitfall Migrating your Accounting Data from a desktop accounting system to online has a lot of benefits and efficiency appeal. From Sage or Quickbooks Desktop to Xero or QuickBooks Online. Tackling the switch can be a huge win for both small owner/operators all the way up to…
What to do BEFORE changing accounting systems
Four key steps before moving or changing accounting systems If you’re thinking of moving or switching accounting systems, you’re definitely not alone. With advancements in cloud-based accounting over the past 3-5 years, a wave of businesses are moving from desktop software into more accessible cloud based options. Whether you’re moving from Quickbooks Desktop, Sage, or…
What is Double Entry Accounting?
What is double entry accounting, and more importantly, why does it matter for your business? It can seem unnecessarily complicated to create two entries for every single transaction that happens in your books, but there’s actually a lot of sense to it. Read on below to find out some of the basics on why this…
What Is a Chart of Accounts?
At my very first office job, my boss, the head accountant loved to use terms like “Chart of Accounts” like it was something everyone was born knowing. Being brand new to the world of business, I had no clue. I asked questions, but it seemed like all I got back was more accounting jargon. Here’s…
Saving QuickBooks Online Custom Reports as Bookmarks: A Small Trick That Saves Real Time
Some of the best time-savers in QuickBooks Online aren’t big features. They’re small ones, used consistently. Bookmarks, and specifically, bookmarking your customized reports, are near the top of that list. It’s one of my genuine favourites, and most people don’t know it’s there. Let’s walk through what it does, why it matters, and how to…
Scanner App vs. QuickBooks Online vs. Dext: Which Receipt Capture Tool Actually Fits Your Small Business?
If you’ve gone looking for “the best receipt capture app,” you’ve probably noticed every article confidently tells you something different. Here’s the honest truth most of them skip: there is no single best receipt tool. There’s only the one that fits your small business: your volume, your stage, and how much you want to think…
