Jim Merritt - 10/06/2025
QuickBooks Online (QBO) isn’t just about tracking income and expenses. It’s about understanding your business story through …
Jim Merritt - 10/01/2025
In 2025, Intuit began rolling out a powerful new enhancement to QuickBooks Online: AI-powered reconciliation. This isn’t …
Jim Merritt - 09/29/2025
Maximizing Efficiency with Recurring Transactions in QuickBooks Online
Managing business finances can be …
Jim Merritt - 08/25/2025
Managing your business finances can feel overwhelming, especially when it comes to reconciling accounts, tracking income, …
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 …
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. …
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 …
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 …
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 …
Jim Merritt - 07/08/2025
Picture this: You're cruising through your day with energy, tackling your business operations, and quickly glancing at the …
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 …
Jim Merritt - 06/10/2025
QuickBooks is undoubtedly a powerful financial management tool for many small business owners. The software can simplify …
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, …
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 …
Jim Merritt - 03/27/2025
The world is only getting more fast-paced and competitive. To become and remain successful, effective financial management …
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, …
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 …
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; …
