Cloud Accounting News – QuickBooks Online, FreshBoooks, Xero, Wave, Zoho...
Here’s our Cloud Accounting News for October. Wave Gets Customer Statements Wave now has customer statements, which goes hand-in-hand with Wave’s online invoices. Wave’s statements have the basic...
View ArticleHow Do I Build a Cloud Accounting Firm?
At Solutions14 this past month, I was interested to learn that our community has finally started to embrace cloud technology as a not-so controversial method of delivering services. People are finally...
View ArticleCloud Accounting News – Dec 2014
Here’s our Cloud Accounting News roundup for November/December, 2014. QuickBooks Online QuickBooks Online regularly releases updates, which we’ve specifically covered in the following blog posts:...
View ArticleDid Solutions14 Top Off Your Year??
Now that we are finished with The Sleeter Group’s production of Solutions14 conference, I’ve been pondering this question: Did Solutions14 help us set a direction for our firms in 2015? It was a...
View ArticleXero Update December 2014
Here’s a look at the Xero update for December 2014, released today. There are a number of changes, including updates of the dashboard and help center, some new report and setup options, additional...
View ArticleWhat Bill.com Can Do for your Business
As I wandered around the exhibit hall at Solutions14 I noticed a constant stream of attendees at the Bill.com booth. They were watching demonstrations and gathering information about the application....
View ArticleXero Accountant Dashboard
When I heard that QuickBooks Online Accountant was releasing a client dashboard this month, I was really interested to see what they came up with. Since I constantly get questions about how Xero’s...
View ArticlePreparing Xero 1099 Misc Forms
It’s that time of year again, time to prepare your 1099 Misc forms. Here’s the next article in my series, looking at preparing Xero 1099 Misc forms. I’ve already covered QuickBooks Desktop and...
View ArticleHow the Cloud Has Morphed Accounting
Traditional Accountant/Client Relationships Like most CPAs today, my experience in accounting began in a traditional CPA firm environment. The firm shied away from bookkeeping and payroll because they...
View ArticleXero Update January 2015 – Payroll E-filing and E-pay
Xero’s latest update brings electronic state payroll tax filing and payments to California, Florida, and Texas. Previously, Xero had no electronic payroll tax services for any of the seven U.S. States...
View ArticleXero Quotes, iOS update, and More
Recent updates by Xero include a major new feature, Xero Quotes (estimates), a new receipts section for the iOS app, and lots of little tweaks. Xero Quotes Previously, the way to prepare quotes in Xero...
View ArticleThe State of Cloud Accounting 2015
Starting the new year, I wanted to take a few moments to see where we’ve come so far in cloud accounting, the major events 0f 2014, and then partake in a little speculation as to what 2015 will hold....
View ArticleXero Update February 2015 – Notifications and More
The latest Xero update reconfigures notifications and includes some minor improvements. At first glance, the reconfiguration of notifications isn’t much different than what you’re used to. You can...
View ArticleXero Update March 2 2015
Xero released some minor updates on March 2, 2015. Here’s a rundown of what they changed. Cheque Printing in Canada Sorry, I don’t usually include updates from other countries, but since myself and...
View ArticleXero Comes Out Swinging
Xero is coming at the US small business market with guns a ’blazing, and they are setting themselves up not only for success but for solid and long-term positioning in the market. In case you missed...
View ArticleXero for iPad – Full Walk-Through
Recently Xero released its first native built iPad app (they did have a general iOS app before, but this is their first app built specifically for the iPad). We’ve never actually covered Xero’s mobile...
View ArticleFirst Look at Xero Inventory
Xero users have been waiting for inventory functionality for years and it has finally arrived! Here’s the quick lowdown on what you will find in Xero Inventory. First off, Xero Inventory is not some...
View ArticleXero March 2015 Update: Online Quotes, Side-by-Side Files, and More
This week Xero launched a whole slew of updates, and we already took a first look at inventory. Now we’ll check out online quotes, side-by-side files, and some of other minor updates. But before I...
View ArticleXero Update: Find and Recode Plus More
Xero has a new release out, which includes a new Find and Recode feature, plus some other minor updates. Find and Recode The big, shiny new feature is the one that give advisors the ability to find...
View ArticleXero Product Updates from Xerocon Denver
This June, I flew into Denver for Xero‘s second U.S. Xerocon. While a lot happened, I’m going to focus primarily—as I always do—on the product itself. So here’s what’s new with Xero, and what’s coming...
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