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Making the Most of QuickBooks Online Bank Transactions

Jim Merritt - 08/25/2025

Managing your business finances can feel overwhelming, especially when it comes to reconciling accounts, tracking income, …

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Paying Sales Tax, the Right Way in QuickBooks Online

Jim Merritt – 08/11/2025

If you collect sales tax from your customers, you know it’s not your money — you’re simply holding it for your state and …

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How Intuit’s AI Agents Are Transforming QuickBooks Online

Jim Merritt - 08/05/2025

If you’ve ever wished QuickBooks Online could “just handle it” for you, Intuit is getting closer to granting your wish. …

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The $600 Threshold Is Increasing for 1099-NEC and 1099-MISC.

Jim Merritt - 07/28/2025

The Premise:

For tax years through 2025, the filing threshold remains $600: you must issue a 1099‑NEC (or 1099‑MISC, as …

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Mastering QuickBooks: Tips and Tricks for Small Business Owners

Jim Merritt – 07/24/2025

In today’s fast-paced business world, small business owners need more than just hustle — they need the right tools and the …

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How to Handle a Petty Cash Account in QuickBooks

Jim Merritt - 07/22/2025

Managing small, day-to-day expenses, such as office supplies, parking fees, or coffee runs, is much easier when your …

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Are Bookkeeping Mistakes Hurting Your Bottom Line?

Jim Merritt - 07/08/2025 

Picture this: You're cruising through your day with energy, tackling your business operations, and quickly glancing at the …

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Small Business Tax Prep: The Importance of Clean Data

Jim Merritt - July 01, 2025

When you think about driving, you know that just filling the tank isn’t enough to keep your car running smoothly. The …

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5 QuickBooks Mistakes Small Business Owners Make (And How to Avoid Them) in 2025

Jim Merritt - 06/10/2025

QuickBooks is undoubtedly a powerful financial management tool for many small business owners.  The software can simplify …

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STOP! Don’t delete a previously reconciled transaction!

Jim Merritt - 06/06/2025

Deleting a previously reconciled transaction WILL cause you a BIG headache. I see clients do this way too often. Perhaps, …

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Last-Minute Taxes To Prepare? QuickTrainer Can Help!

Jim Merritt - 04/11/2025

The tax season that many individuals and businesses wish they could avoid is well underway. If you are rushing to meet the …

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The Importance of Proper QuickBooks Training: Enhance Your Financial Management Skills

Jim Merritt - 03/27/2025

The world is only getting more fast-paced and competitive. To become and remain successful, effective financial management …

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Year End Tips

Jim Merritt - 11/06/2024

While this article, regarding QuickBooks Year End Tips, is from November 2023, it still holds true today. For this reason, …

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QBO Default Custom Reports

Jim Merritt - 10/06/2024

One of many things I do when I begin working with a new QuickBooks Online (QBO) client is to create four custom reports and …

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Do’s and Don’ts, Tips & Tricks for QuickBooks Online Bank Reconciliations

Jim Merritt - 06/21/2024

In this video, Jim discusses what you should do and should not do when reconciling your QuickBooks Online bank accounts; …

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