ACH fee increasing to $1 for QuickBooks desktop users on 9/1/17

ACH fee increasing to $1 for QuickBooks desktop users on 9/1/17. QuickBooks Online, GoPayment and Point of Sale customers are not impacted.

MA court rules for woman fired for medical marijuana use

A Massachusetts’ top court on Monday ruled that a woman who had been fired for testing positive for marijuana that she had been legally prescribed under state law could sue her former employer for handicap discrimination. Read more…

6 pitfalls of SMART Goal-setting

SMART is a mnemonic acronym, giving criteria to guide in the setting of objectives (goals).

It commonly represents:

Achievable  (originally assignable ie who will do it)
Relevant (originally realistic)

The primary benefits of utilizing SMART criteria is that goals are easier to understand and it’s clear when they are done.

When you know what to do, you also know what not to do. While laser-focus is regarded as the ultimate quality that one can posses to achieve their goals, it can also be problematic.

This article lays out some really good pitfalls to keep in mind as a balance to focused goal-setting. I disagree with the article’s title that these points are the reasons why SMART Goal-Setting does not work. SMART goal-setting can work.

Working towards a well defined goal is most meaningful and inspirational if the goal supports a core value, so that it’s more than just a measured achievement that is hit or missed. Did we make progress in moving toward’s our ‘why’ that’s reflected in the outcome?

Read the article here…


Securely Deleting Accounting Files

When you delete QuickBooks, bank statements, accounting source documents, or any other files from a hard disk (Windows or Mac), the storage space that the files occupied is available for reuse, meaning new files can use that space, thus overwriting the old file with new data. However, until that occurs, the deleted files are still physically present on the disk and can still be recovered using data-recovery software.

There are ways ways to force an overwrite of these files to securely delete them.

If on a Mac: Newer versions of Mac’s operating system offer as secure delete function named ‘Secure Empty Trash’. Files deleted in this way are completely overwritten by meaningless data.

Drag files you wish to securely delete to ‘Trash’, then choose the Finder application, then select Secure Empty Trash.

If on Windows: There is a Windows command accessed from the command line prompt.

At the command prompt type cipher /w:c:\ which will overwrites de-allocated data to effectively securely delete files from the specified directory, folder, or file path, in this case c:\.


QuickBooks Online Launches New Navigation

Intuit has announced that based on user feedback, they are rolling out some navigation changes to QuickBooks Online. Here’s some highlights:

Home is now called “Dashboard”, but will be the same.

“Banking” is moving to the top of your navigation bar and Bank Rules is getting its own tab.

Customers, Products and Services will now be accessible from “Sales” tab.

Vendors will will now be accessible from “Expenses” tab.

Chart of Accounts and Reconcile under the new “Accounting” tab.

Read more:

Google Hire coming soon…

It looks like Google is preparing to go head to head with services like Greenhouse, Jobvite, and others. The online search giant will launch Google Hire, a service that allows companies to post job listings as well as accept and manage applications. Read more…

QuickBooks 2017 R5 Problems with add-ons

QuickBooks 2017 R5 Problems

QuickBooks for Mac 2016 will be the last version for Mac

Intuit announced today that they will not be releasing a new version of QuickBooks Desktop for Mac. QuickBooks Desktop for Mac 2016 will be the last version available and will be supported until May 31, 2019. This does not affect the 2018 Windows versions of QuickBooks Desktop Pro and Premier.

How to fix QuickBooks Online invoices and statements caught in spam

QuickBooks Online sends invoices and statements from Intuit’s email servers using the email address Some recipients have been complaining about not receiving these documents, and consequently not paying their invoices timely.

Recipients should look in their ‘spam‘ and ‘junk‘ folders (sometimes two different folders) for the missing emails. If found, then the recipient needs to mark the email(s) as ‘not spam’ or ‘not junk’. After doing so, sometimes the email system will allow future messages from that email address to reach the recipient’s inbox instead of getting stuck in these folders.

However, most recipients need to take the additional step of ‘white listing’ the email address. White listing an email address tells the recipient’s email system that the sender’s email address is not spam or junk. The processes is different for various email systems. There are instructions for the two most common systems below.

For Microsoft Outlook (2010-2016), the recipient can do the following:

  1. From the Home tab, click Junk.
  2. Select Junk E-mail Options from the dropdown.
  3. Click the Safe Senders tab on Options dialog box.
  4. Click Add button and enter
  5. Click Ok button.
  6. Optionally click checkbox Also trust e-mail from my Contacts.
  7. Optionally click checkbox Automatically add people I email to the Safe Senders List.
  8. Click Apply button.
  9. Click Ok button.
    Here’s a link to a video showing the process:

For Gmail, the recipient can do the following:

  • Add the sender’s email address to your contacts; and/or
  • Create a Filter for the messages to bypass the spam folder. This also allows the recipient’s email to be white listed with out having to add a contact. Additionally, when creating the filter, the recipient can white list an entire domain so that all emails received from all senders using that domain are white listed (ie

To create a filter in gmail:

1. Open gmail in your web browser.

2. In the search box at the top, click the Down arrow Down Arrow.

3. Type in to the From field

4. At the bottom of the search window, click Create filter with this search.

5. In the dialog box, click the checkbox Never send to Spam and also check the checkbox Also apply filter to matching messages.

6. Click Create filter.

Create gmail filter screen shot 1




























For Yahoo, the recipient can do the following:

  1. Go to in your device’s browser.
  2. Tap the Sidebar menu icon Image of the side menu icon..
  3. Tap the Spam folder.
  4. Select one or more emails.
  5. Tap the Not spam icon Image of the Not Spam icon.

How to adjust vendor check alignment in QBO (QuickBooks Online)

1. Make sure the latest version of Adobe Acrobat Reader is installed.

2. Go to Transactions on the left navigation panel and click Expenses.

3. Click the Print Checks button in the upper right-hand corner.

4a. If you ARE presented with Print checks setup asking to select the type of check that you are using, do so.
4b. If you are NOT presented with Print checks setup, and see the Print Checks screen, click “Print setup” at the bottom of the screen.

5. Load blank paper in the drawer/try that you will normally load check stock into.

6. Click View preview and print sample button.

7. Click Print button. Click the printer icon.

8. When the printer dialog appears,

a. Set Page Scaling to Actual size. If this causes problems with other programs, install a second printer (to the same printer) and name one for QBO with the ‘Actual size’ set.
b. If you need to select a drawer/tray, click Properties and do so. Click Ok, then click Ok to print.

9. Place the sample on top of a blank check page. Hold them both up to the light.

10. If the fields ARE lined up ok, then click the Yes, I’m finished with setup button. You are done.

11. If the fields ARE NOT lined up, then click No, continue setup.

11. Drag the rectangle within the grid to adjust alignment, then click View preview and print sample button.

12. Repeat process until align is correct, then click Finish Setup button on the Fine-tune alignment page.

Here’s a video on the process:

Note: payroll check alignment is different, and must be set by payroll customer support at this time.