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Nerd's Guide to the Galaxy

 
The Curious Uses of Clearing Accounts With QuickBooks Online clearing accounts ecommerce quickbooks online Jan 28, 2023

It’s a good day for a clearing account! Or so the expression goes!

 

Or doesn’t it?

 

I created this video many moons ago to make it easy for me when I had to explain The Undeposited Funds account. 

 

But the undeposited funds account was always a bit limiting....

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Back Up Client History From QuickBooks Online To Airtable airtable quickbooks online Jan 27, 2023

It comes up a lot. A client wants to upgrade from QuickBooks Desktop to QBO. My suggestion is always to start a new, clean company and NOT migrate the data. Some clients like the idea, but the ones who hesitate are usually most hesitant because they want a way to access customer history. 

...

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Should You Stay or Should You Go Re LastPass? Jan 25, 2023

Last year as I was planning on putting together this Guide To The Galaxy resource, I was thinking about what would make this resource really valuable. 

 

As someone who LOVES playing with a myriad of productivity apps, I thought it would be useful to write some content that showed you a...

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How To Create Your Own AI Based Accounting System with ChatGPT accounting technology chatgpt Jan 23, 2023

At the end of 2022 OpenAI released ChatGPT, the latest iteration of AI software and one that has now taken the internet by storm. Some are going as far as to say this (or something like it) will replace or become Google.

 

Check out my Guide To The Galaxy Podcast Episode:

Is ChatGPT the...

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If You Mix Up Personal And Business Expenses In QuickBooks Online accounting and bookkeeping expense reimbursements personal expenses quickbooks online Dec 31, 2022

If You Mix Up Personal And Business Expenses In QuickBooks Online

This can go two ways:

  • Pay for a business expense with personal means (better)
  • Pay for a personal expense with business means (commingling)

The bottom line is that it's bad to commingle personal and business funds.

I hope it never...

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Discord vs Slack - Why I am Switching to Discord Dec 12, 2022

Slack was purchased by Sales Force on July 21, 2021. I remember being in some Facebook groups at the time, and people worrying about how this would impact them, since they were using it (many at my suggestion) for all of their clients.

The question as always after an Acquisition like this is what...

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Google Sheets Checkboxes - Create Useful Accounting Workpapers accounting and bookkeeping google sheets workpapers Nov 26, 2022

If you love this tip,

you're going to love my Google Sheets Deep Dive 
nerdyurl.com/Google-Sheets

 


 

One thing I am promising for 2023 is more content on how to keep really good workpapers to support your calculations that are ultimately used in preparing the bookkeeping for...

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How to use QuickBooks Online in 2022 - A Crash Course in QBO quickbooks online Nov 06, 2022

I woke up this morning and remembered that a client who recently agreed to pay me for some extra work had never paid me for it. So I looked it up in QuickBooks Online and noted that he had not yet paid the invoice. This was of particular importance to me because I actually don’t want him as...

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How to Get Started with Notion apps notion Nov 05, 2022

For a while now I've been missing a really good note taking app.

At the same time you may have noticed my obsession with a number of "productivity apps" and as I've studied more and more of these my research has taught me a term that describes all of these apps perfectly:

Knowledge Management

I...

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How to Record Income + Sales Tax From a Prior Period In QuickBooks Online accounting and bookkeeping income quickbooks online sales tax Nov 03, 2022

It happens! It happened to my client not long ago in a galaxy not so far away! He held an event outdoors and collected a bunch of cash for merchandise they sold. They kept good records, but completely forgot to share them with us so we could record everything and pay the sales taxes. And now that...

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5 To Do List Tools You Can Create and Use In Notion notion to do lists Nov 02, 2022

Most people’s to-do lists create more stress instead of relieving it. But they are supposed to relieve stress, so how can they have the opposite effect? The quick answer is that most to-do lists lack context. For some things, like “remember the milk”, that’s fine....

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QuickBooks Online Classes vs Locations accounting and bookkeeping classes locations quickbooks online Nov 01, 2022

If you use QuickBooks Online then the question of Class vs Location is bound to come up at some point.

When I am asked by people, which one should I use? My answer is always both!

First let me show you where to go to turn these features on in the QuickBooks Online Settings.

Click the Gear Icon...

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