Guides written for you, not the IT department.
Plain-language answers to the questions and problems that come up most with the software you run your business on.
Migrating to QuickBooks Online
Moving from QuickBooks Desktop to Online without breaking your reconciliation
What actually carries over, what doesn't, and the checks that tell you the migration went right before you trust the numbers.
What to do when your QuickBooks file is too big to convert
The 4,000,000-target limit, why older figures still circulate, the deadline nobody mentions, and what condensing costs you.
Why your reconciliation looks different after moving to QuickBooks Online
Reconciled marks come across but the reports do not, what Intuit says should match, and why a balance that will not tie is worth tracing.
Setting up the other platforms
Sales tax on Shopify with Avalara: a new store, or one already live
Nexus, registering before you collect, mapping product tax codes, and wiring in AvaTax without over- or under-collecting. Plus what to check on a store that's already live.
Setting up Bill.com so every payment lands in your books once
Where records should live, a clean first sync with QuickBooks or NetSuite, approvals that mean something, and the clearing account to watch.
5 NetSuite settings to fix right after go-live
Over-broad roles, missing approvals, no saved searches, generic forms, loose accounting defaults: the settings implementations leave rough.
Working out what you need
Choosing the right QuickBooks Online plan
Simple Start, Essentials, Plus, or Advanced: how to let your actual needs (inventory, users, projects) pick the plan.
What a system review actually finds (and why it's worth it)
Duplicate tools, data that doesn't reconcile, key-person risk: what a review of your systems turns up, and why knowing beats guessing.
Marketing site vs. e-commerce: what a small business actually needs
The question isn't which is better. It's what job your site has to do, and how to avoid the two expensive mistakes.
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