Changes to Quickbooks Online: April 2019

Coming April, subscibers of Quickbooks Online will be experiencing some changes. 
Here's what to expect:

According to an email sent out by Quickbooks last week: "Beginning April 10 and over the coming year, usage limits will go into effect for all QuickBooks Online Simple Start, Essentials, Plus, and Advanced customer".

Quickbooks want to make sure they are giving their customers the ultimate experience for their buck. Therefore, they are implementing a variety of plans with usage limits to best fit your business. With this, Intuit has developed a Quickbooks Online Advanced edition for the most avid Quickbooks users who need the most capacity and functionality. 

This being said, Quickbooks wants to make sure you are informed about adding additional users before the deadline, "You can stay in your current plan and keep all your data. But you won't be able to manually add an account, user, class or location if it will put you over the limit....if you purchased additio…

Quickbooks Desktop: Payroll Update

Quickbooks Desktop: Payroll Compliance Update
As of the beginning of 2019, Intuit has released a new payroll update (21901), including revised tax tables. This effects both standard and enhanced customers. 
According to, here's how to check you have the latest update in your system:
To confirm that you have received the update, open QuickBooks and choose Employees; Get Payroll Updates. If you don't see a message that says, "You are using tax table version: 21901,"click UpdateGet complete instructions.
To turn on the automatic updates feature in QuickBooks so that you automatically receive payroll updates when they are released, choose Help > Update QuickBooks. On the Options tab, select Yes for Automatic Update and check the Mark All box to ensure that you receive all updates.

If you receive disk deliveries: The next disk delivery is scheduled for early January. However, you can update online with Internet connection instantaneously.

Whats new to this update…

Quickbooks Shortcuts to Increase Productivity

Ever wondered if there's an easier  way to navigate Quickbooks Online?

Check out these time saving keyboard shortcuts.
Press Ctrl + Alt + any one of these keys to complete the desired task.

For more tips and tricks, visit the official Intuit Quickbooks website at:
Got a Quickbooks Mess? Call the Quickbooks Gal 

Important Quicken News via CEO

Important Quicken News via CEO

Mid July, Quicken CEO Eric Dunn released a letter to all Quicken users confirming Quicken will no longer be affiliated with Intuit. 

In the letter, Dunn also disclosed many changes and upgrades to the Quicken company and it's systems. 

Here's a recap of what to expect this coming year.
Quicken ID is being used less frequently (asking you to log on) resulting in a more efficient use of time while operating the appQuicken is changing the method of bank downloads in order to make data transfer more accurate and reliable, using an improved version of the existing system of EWC (Express Web Connect).The start up time of opening Quicken has been reduced, and the software has become much more user friendly. Functionality has greatly increased.Quicken has made improvements to their customer care department, claiming it is very “large" and the employees are "well-trained”. With call centers based out of Tucson, Boise, and Guatemala City, all agents …

Small Business: How to Blossom

Small Businesses: How to Grow
When you’re starting a business every penny counts. Business owners can increase with the following tools, that can save you time and money.

A Product Management Tool: As your business grows, it will be hard to keep track of all ongoing projects. It is also important to stay away from hoarding knowledge, where individuals become gatekeepers of information that is critical for others to do their job well. Project management software can counteract this by centralizing all projects and tasks in one place. Teamwork projects is a software that allows all team members to view ongoing tasks, what team members are collaborating on a project, and its progress.
An Accounting Tool: By using cloud-based accounting software you can free up time and minimize mistakes. It will automate tasks such as invoicing, taking payments, categorizing expenses and creating financial reports. QuickBooks was named the #1 accounting software in 2017, allowing you to keep track of the mon…


Upcoming Changes to Dispute Resolution

If you are using QuickBooks to process your payments, Intuit will be implementing new guidelines for simpler dispute resolution (also known as chargeback).Visa is the first payment network to announce their change. Please see Visa’s new guidelines. 
The new process will include these changes:
New categories- There will be 4 reason code categories grouping 25 reason codes.
Faster processing- These new reason code categories will be aligned with two resolution paths:
1.   1. Fraud and Authorization categories: These categories will make up the bulk of the disputes.Under a new process called “Allocation,” Visa will automatically check the dispute in real-time and either reject the claim as invalid or assign liability. 2.   2. Processing Errors and Consumer Disputes Categories: These categories will follow the similar process as exists today for challenging a dispute under the “collaboration” process.

Shorter dispute window- You will have a shorter time f…

Payroll Price Changes to be Aware of!

Payroll Price changes Effective April 1, 2018 Price increases for QuickBooks Desktop Payroll, QuickBooks Assisted Payroll, Intuit Online Payroll, and Intuit Full Service Payroll are effective starting April 1, 2018 for both new and existing customers. For QuickBooks Desktop and Assisted Payroll, only the base fee is changing.
QuickBooks Desktop Payroll: New and Existing customers effective April 1, 2018**
Payroll Service Current Price* New Price* Annual Monthly Annual Monthly Basic Payroll $250 $25 $290 $29 Enhanced Payroll $390 $39 $450