How to work remotely with QuickBooks Desktop

Sara LaidlawUncategorizedLeave a Comment

Work Remotely

Hosted Server One option for working remotely with QuickBooks Desktop is to place QuickBooks and the datafiles with an online accessed hosting provider. Expect to pay an average of $50 per user/ per month. Hosting additional software may add to this cost. A hosted server is required if users are not in the same location and need access to a … Read More

Tips for Migrating QuickBooks Desktop History

Sara LaidlawQuickBooksLeave a Comment

Migrating QuickBooks

Does the thought of starting a new QuickBooks Desktop data file or moving to QuickBooks Online (QBO) give you nightmares? Is it time to graduate to a mid-market ERP program such as Sage-Intacct, Microsoft Dynamics 365, or NetSuite? If so, maybe I can help you sleep better by providing some tips and hints for migrating QuickBooks history. In a perfect … Read More

The “PBC’s of Pain-Free Audits

Sara LaidlawBusiness Solutions, Nonprofits, TechnologyLeave a Comment

As a contracted controller, I see the best and worst of financial audits. I’m here to tell you that your auditors should be considered trusted business partners, not demons from below! In my many years of non-profit audit prep experience, I have found that the main pain challenge is a lack of organization and communication between the client’s audit team … Read More

Come to Boston!! Accountex Sept. 6-8 2017

Sara LaidlawBusiness Solutions, Nonprofits, TechnologyLeave a Comment

Pass the word! I will be speaking on Wednesday, 9/6/17 at 9:45 a.m. on “Using Tech for Audit Prep.” There’s a better way of organizing and maintaining PBC (“provided by client”) lists. My audience is both auditors and client facing bookkeepers, controllers, accountants, CFOs and Executive Directors. Discover powerful pre-audit and audit tools for online collaboration that will save time, … Read More