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Author: Lester San Jose

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Tech Tuesday Recap: Payment Reminders in QuickBooks® 2020

Our recent Technology Tuesday on the new QuickBooks features for version 2020 highlighted multiple features. We did a deep dive, not too long ago, on a key feature: Find a Company File option in the “No Company Open” window. Another key feature – Customer Payment Reminders – aids your business’ accounts receivable workflows in QuickBooks.

quickbooks desktop 2017, for both windows and macOS is set to be discontinued on May 31, 2020. Here's what you should know regarding your QuickBooks company file, if you stick with QuickBooks 2017, after discontinuation

Support for QuickBooks Desktop 2017 in 2020: What You Should Know

It’s getting near the End of Life for QuickBooks 2017. For many longtime users, it’s that time of the year. For those of you who have just started using QuickBooks Desktop, you may be wondering what that means. Put simply: anyone still using 2017 will lose access to important add-ons, at the end of May 2020. Also, any live assistance for any inquiry or troubleshooting measure revolving around Desktop 2017 you currently utilize will not be available come May 31. What does this entail? Keep reading to learn exactly what services and apps are affected; and how discontinuation affects your support experience.

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Tech Tuesday Recap: Best Practices to Maximize Cash Flow

Today’s Technology Tuesday insights have been percolating for a few hours. The presentation took us on roads toward jewels of financial insight. Some were principles long held in business, while others got to minute details around inventory and personnel management; the latter two made a teammate chuckle – while reminiscing of a college lecture on the equilibrium between “hiring/firing”. While this is an important business aspect, there were others meriting equal attention. Let’s journey, a little, shall we?

top reasons to have out of the box technology as your cloud hosting service provider

Tech Tuesday Recap: Cloud Hosting DIY

We had the privilege of our Director of IT, Chad, sharing pithy tips and practices for you to resolve encounters on your own – when working in our hosting environment, or others.

Such are handy when time is not a luxury; and you need to get work done immediately. Speaking from experience as a support representative, clients call in to tackle items preventing them from finishing their work at inopportune times.

Additionally, waiting to get in touch with a representative is a factor intensifying the experience. As Chad suggested however, contact us for anything more complex than what he presented. Without any further ado, here are cloud hosting tips to resolve common issues in little to no time!

dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.

Tech Tuesday Recap: Detect & Prevent Accounting Fraud

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didn’t disappoint!

Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) & Certified Public Accountant (CPA) enabled her to deliver technical and contextual insight in a manner attendees were able to understand, and relate to the topic presented. It also enabled the presentation’s smooth, methodical flow of presenting the ABCs of Fraud Detection & Prevention.

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UDAS for QuickBooks® Desktop Cheat Sheet – Data

Each stage in UDAS (User | Data | Application | System) has many steps.

For example, uncovering your QuickBooks User as the root cause can boil down to the individual QuickBooks User, or the Windows user profile. The number of steps often are directly proportional to your computing infrastructure’s complexity.

Data is no different. The steps to determine root cause aren’t as ambiguous Let’s dive in, shall we?

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