Bank Reconciliations are one of the most foundational elements of bookkeeping, especially, “bulletproof” Bookkeeping. This is the one sure way of making sure that not a single transaction is missing. It also establishes if there is anything in the books that shouldn’t be. 

There’s been a lot of talk in our industry about ChatGPT. When it first launched late last year, I saw the writing on the wall (or, err… on my screen) immediately. Many did not. Submitted articles rejected, threads on Facebook about how “scary”, or how wrong it is. It...

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When QuickBooks Online was first introduced in 2001, it was a very simple cloud-based accounting system. No one could have predicted then, how things would evolve.

Many years later, we have several versions of QuickBooks Online, catering to all levels based on needs, including QuickBooks...

If you have hundreds or thousands of emails in your inbox right now, I want you to stop what you are doing and start performing the following steps:

1. Open your email.
2. Filter your inbox for all emails more than thirty days old. 
3. Select those emails.
4. Archive them.

I can assure...

Remember how in the webinar I mentioned about how easy it is to publish Google documents on the web?

Here's the slide presentation from this very webinar (it was done in Google Slides):

Part 1 - What is the Difference Between Excel and Google Sheets

Both Microsoft Excel and Google...

On July 18, 2009, Chris Pirillo uploaded a video called, “What Is Community?” Thirteen years later, I still come back to this video. In fact, I spoke with Chris recently and he shared that he still shares it with people. It is timeless, because the concept of community is timeless.

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If you're a small business owner, you know how important it is to have your finances in order. QuickBooks Online is a popular accounting software that can help you keep track of your finances. You may already use QBO, but did you know you can also add your accountant to your account?...

One of the first questions that comes to mind when I am evaluating a “work management” solution is how I can get emails into that system as a task, page, note, or whatever!

Some applications are better than others about this. ClickUp, for example, makes it really easy to get a...

Every month, when you reconcile your bank and credit card accounts in QuickBooks Online, there is an important part of the process many people miss.

You’ve just finished confirming everything in your books that cleared the bank or credit card account. 

The temptation is...

Here’s the roadmap for Nerd’s Courses for 2023

Welcome, intro and 97 & Up

First, how is everyone doing? It’s been a crazy few years with lots and lots of changes. 

As I think most of you know I have been at this for a long time now and it’s...

It’s boring.

It’s the same thing everyone else is doing.

If I see another video on “Insta” (said in a quirky teen-like voice) with someone pointing at or reacting to their captions as they appear with a stupid smile on their face, I’m going to vomit all over my...