Starting with a new bookkeeping client can be an exciting opportunity, but what happens when their books are a mixed mess of personal and business transactions? It becomes crucial to implement effective strategies to untangle the comingling mess and establish proper bookkeeping practices. When that happens to you, here are my tips for taking on […]
Free QuickBooks ProAdvisor Certification: how I used it to grow my bookkeeping business
It’s not news that QuickBooks is widely used among small business owners. When I started my business, I realized my limited knowledge of QuickBooks put me at a disadvantage. To grow, I needed to understand what was important to my clients. That was QuickBooks. Today, I’ll discuss the valuable resources provided by Intuit that are […]
Forms 1099-NEC and W-9 explained
Are you feeling unsure about how to fill out Forms 1099-NEC and W-9? When the time of the year rolls around to prepare these forms, you might struggle to remember how exactly to go about it. In this article, I’ll explain how to fill out Forms 1099-NEC and W-9. Form 1099-NEC for Non-Employee Compensation Non-employee […]
When is it time to hire an e-commerce accountant?
Handling your own books may be the only option when you first open your online store, but as you grow, you need to free up your time and get help with more complex bookkeeping and accounting issues. So, how do you know it’s time to seek help from an expert? Watch the video linked below […]
How to record Shopify sales in QuickBooks Online
I love helping e-commerce sellers tackle some of their biggest bookkeeping questions and challenges with QuickBooks Online. One of the basics that Shopify sellers need to know is how to record Shopify sales in QuickBooks Online. This can be tricky, as there are a lot of moving pieces, and you have to know where to […]
7 Crucial considerations for DIY Amazon bookkeeping
As an Amazon seller, should you do your own Amazon bookkeeping? I’ve heard this question from many sellers and today I’m going to share my thoughts as a bookkeeping expert, CPA, and e-commerce specialist. Do you have what it takes to do your own bookkeeping and is it the best path for you? Take a […]
Tracking Amazon inventory in QuickBooks Online – the do’s and don’ts
When it comes to tracking Amazon inventory in QuickBooks Online, what are the do’s and don’ts? Well, my short answer is that you do want to track the inventory costs in QuickBooks Online, but you don’t want to track all of the details of inventory in QuickBooks Online. To find out why that is not […]
Integrating QuickBooks Online with Amazon and Shopify using A2X
A common struggle for e-commerce sellers using Amazon and/or Shopify lies in how to get the information from your Amazon and/or Shopify account into QuickBooks Online. There is, of course, an option to manually enter the information, but that can easily lead to errors, and even when done perfectly, would take a lot of time […]
5 Essentials every e-commerce seller should know about sales tax
Many e-commerce sellers can feel overwhelmed when it comes to the topic of sales tax. Understandably so, as the sales tax rules for online sellers have another layer of complexity when compared to sales tax rules for brick and mortar businesses. This is because e-commerce sellers are often selling to people in different states or […]
Should you track Shopify inventory in QuickBooks Online?
If you’re an online seller, there may be several options when it comes to tracking your inventory. But, should you track your Shopify inventory in QuickBooks Online? The answer is… well… it depends. In this blog post, I’ll go over the basics when it comes to tracking Shopify inventory in QuickBooks Online, and discuss the […]