If you’re using QuickBooks Online on a regular basis, there’s an important update coming that will affect how you run your reports. Starting May 22, 2026, QuickBooks will officially transition all reporting to what they call Modern View, phasing out the Classic View many of us have gotten used to over the years. Let me [...]
When clients call me in a panic the week before filing, the goal is simple; get filed accurately, avoid penalties where possible, and clean things up later. Here are 10 practical, real-world tips I give last-minute tax filers:
You should always file on time; but if you know you can’t, take these steps immediately. Every year, business owners and individuals find themselves up against the April 15th deadline with incomplete books, missing documents, or unanswered questions. The worst thing you can do in this situation is ignore it. Filing late is not ideal; [...]
If you’ve ever felt boxed in by a tax decision you made too quickly, you’re not alone. One of the more overlooked advantages in the tax code is that the IRS does allow flexibility on certain tax deduction elections; but only if you know where to look and act within the allowed timeframe. As a [...]
Many businesses today rely on PayPal to collect payments quickly and conveniently. Whether you run an online store, provide services, or invoice clients digitally, PayPal often becomes a major part of your revenue stream. The challenge comes later when those transactions need to be reflected accurately in your accounting system. That is where PayPal Accounting [...]
Every year it happens. Business owners look up from their day-to-day operations and suddenly realize the tax filing deadline is just days away. If you are a month out from the deadline and your books are not fully organized, you are not alone. Many small business owners find themselves scrambling during the final stretch. The [...]
For many business owners, tax season tends to arrive faster than expected. Between running day-to-day operations and managing finances, it can be tempting to either rush through filing early or push the process off until the last possible moment. However, when it comes to taxes, timing matters more than most people realize. Understanding the difference [...]
Many QuickBooks Online users are beginning to see a notice about a new Bank Feed experience that Intuit is rolling out. If you rely on bank feeds to categorize transactions and keep your books up to date, this change will affect your workflow. Here is the important date to keep in mind. May 8, 2026 [...]
Intuit has rolled out a redesigned Banking page inside QuickBooks Online, and it is powered by artificial intelligence. As a QuickBooks ProAdvisor who works inside client files every single day, I want to explain what has changed, what is actually helpful, and where you still need professional oversight. The short version; the tools are smarter. [...]
As a longtime QuickBooks ProAdvisor, I have seen this situation more times than I can count. A business owner asks a friend, spouse, cousin, or well-meaning family member to “help out with the books.” It usually starts with good intentions and low costs. Over time, it often turns into one of the most expensive decisions [...]
