Jim Merritt - October 19, 2026
QuickBooks® Online is a powerful accounting tool, but here's something I've learned after more than 25 years of …
Jim Merritt - October 12, 2026
You know something in QuickBooks® does not look right.
Maybe your Balance Sheet has a strange balance. Perhaps Accounts …
Jim Merritt - October 8, 2026
You open QuickBooks® Online, look at your Profit and Loss or Balance Sheet, and something just does not seem right.
Maybe…
Jim Merritt - October 5, 2026
If you are reviewing a Profit and Loss report in QuickBooks® Online and suddenly see an account called Unapplied Cash …
Jim Merritt - October 1, 2026
If your business needs help with QuickBooks® Online, QuickTrainer, Inc. can help.
Based in Wilmington, North Carolina, …
Jim Merritt - September 28, 2026
In a previous article, we discussed the importance of properly mapping GolfNow activity into QuickBooks® Online.
This …
Jim Merritt - September 24, 2026
If you operate a golf course, golf shop, pro shop or club bar / dining facility, and are using GolfNow, you probably …
Jim Merritt - September 21, 2026
If you operate a restaurant, you have probably seen this happen: payroll is processed, a paper check is issued to an …
Jim Merritt - September 3, 2026
You finished your bank reconciliation last month, everything balanced to $0.00, and you moved on.
Then you start this …
Jim Merritt - August 31, 2026
Creating an invoice in QuickBooks® Online is only the first step in recording a customer sale.
Once your customer pays …
Jim Merritt - August 19, 2026
If you use Bank Transactions in QuickBooks® Online, Rules can be one of the biggest time-savers available to you. When …
Jim Merritt - August 17, 2026
If you use QuickBooks® Online, you have probably noticed that the Bank Transactions area looks and works differently …
Jim Merritt - June 22, 2026
5 QuickBooks® Online AI Features Every Small Business Owner Should Be Using
Artificial intelligence (AI) is no longer just …
Jim Merritt - June 10, 2026
If you're new to accounting, you've probably heard the terms debits and credits and wondered why something that sounds so …
Jim Merritt - May 13, 2026
If you're using QuickBooks® Online to manage your business finances, there's one important rule worth remembering:
Never …
Jim Merritt - March 30, 2026
If you're using QuickBooks Online®, you're already sitting on a goldmine of data. The problem? Most business owners only …
Jim Merritt - February 23, 2026
QuickBooks Online® has come a long way over the years. As a QuickBooks ProAdvisor® who lives inside the platform …
Jim Merritt - January 12, 2026
January is the perfect time to hit the reset button on your bookkeeping. Whether 2025 was a banner year or a …
Jim Merritt - November 17, 2025
From time to time, we like to go off topic when we believe we have something to share that would benefit others. …
Jim Merritt - 11/13/2025
For nearly two decades, QuickTrainer has been honored to serve small and mid-size businesses across the country with …
Jim Merritt - 11/03/2025
Whether it’s year-end or mid-year, now is the perfect time to give your QuickBooks Online file the TLC it deserves. A …
Jim Merritt - 10/27/2025
When working in QuickBooks Online, one of the most underrated yet powerful tools at your disposal is the Search feature. …
When you run a small or mid-size business, time is money—and few things waste more of both than struggling with QuickBooks® when you do not have to.
M…
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; …
