Bookkeeping for Good

05/29/2026

"The QuickBooks Online upgrade that debuted late last fall contains probably the most significant set of interface and navigation changes that the website has ever seen. It’s been available long enough now that you’re probably able to get your accounting work done. But you may still be puzzled by the new version."

Still struggling with the new QuickBooks Online user interface? We’ll go over the most significant changes and offer some tips.

05/27/2026

"Let’s look at a run-down of the details on write-offs, also called deductions, so you can head into tax season with confidence."

Tax season can feel like a slog to creatives and entrepreneurs. who aren’t numerically inclined. But with some patience you can learn how to be savvy about taxes, including what you need to know to make sure you’re not missing any write-offs that can save you money.  Let’s look at a run-d...

05/25/2026

"With federal, state, and local laws as your guide, make sure you carefully consider what policies to include and what policies to avoid in your employee handbook."

If not properly drafted, certain policies in your handbook could violate federal, state, and local laws or run counter to best practices.

05/22/2026

"To secure a deposit or prepayment in the past, you had to create an estimate and then send the customer an invoice for the deposit or prepayment.
Now, you can use QuickBooks Online Payments to accept deposits for estimates you may be using in your project-based or service-type businesses."

This week's Monday Minute takes you through the steps of using the Customer Prepayment feature available with QuickBooks Payments and QBO.

05/21/2026

Come out and support my client, Third Space Chicago!

05/20/2026

"No matter how you go about passing data from Google Sheets to Excel, connecting the two helps you keep your duplicate spreadsheets synced and up to date."

Discover how to connect Google Sheets with Excel to transfer data.

05/18/2026

"Employers covered by these laws should read the requirements in full and ensure compliance. Even if your state hasn't enacted legislation requiring a written policy, there may be caselaw that favors a written policy, your state may recommend that employers adopt one, and it is generally considered a best practice."

In this Tip, we identify the jurisdictions that currently require such policies and provide a brief overview of each requirement.

05/15/2026

"Reconciliation is a monthly process that compares transactions recorded in QuickBooks with those shown on bank or credit card statements. The Reconcile Companion assists by extracting statement data and matching it to existing transactions in QuickBooks Online."

This procedure explains how to reconcile accounts in QuickBooks using the AI powered Reconcile Companion to ensure account balances match financial statements.

05/13/2026

"Email remains one of the most effective ways to connect with your audience, but it's even more powerful when it's part of a well-orchestrated system."

From re-engaging lost subscribers to automatically sending drip campaigns, here's how you can leverage the best email marketing automation tools and scale your email marketing campaigns.

05/12/2026

I'm so excited to be a part of this fantastic group of smart, driven women! Helping to facilitate Mentor Hour at WAVE-Seattle THIS FRIDAY is a bucket-list level item for me! Will I see you there?

05/11/2026

"At first glance, it feels almost self‑evident: If you want people to work harder, reward them with bonuses."

Many organizations assume that bigger bonuses lead to better performance. However, research suggests the link isn’t that simple. For accounting firms, the takeaway is clear: bonuses may change behavior, but they don’t necessarily improve results. They can undermine intrinsic motivation, fuel int...