Recently, we worked with a client who experienced numerous changes in their business operations. During this period, they failed to “lock” their QuickBooks records for the previous year, leading to confusion and uncertainty about their financial data. To complicate matters further, they completed their 2022 taxes on an extension in September, which they were unsure...
All tied up! Emily, one of our ZümiFi account managers, recently completed a project for one of our clients, who is a law firm. This client needed all their books brought up to date, and more importantly, they needed to account for all the client retainer activity. Emily put on her best Sherlock hat and...
Revolutionize Your Drives with QuickBooks Mileage Tracker! We’re diving deep into a nifty new feature of the QuickBooks app – Mileage Tracking! Imagine letting an app seamlessly keep track of every mile you drive. A few taps on initial settings and voila – every journey, every GPS location, every mile – all automatically logged. Cool...
📢 Did you know you could access standard financial reports on your QuickBooks mobile app? That’s right – your Balance Sheet, Profit & Loss, and more are just a tap away! 📱💼 At ZümiFi, we love the accessibility of the QuickBooks mobile app! But that’s not all you can do with it. You can easily...
Did you know that QuickBooks Online has an app for your phone? Yes, you can access your QBO from your smartphone! This can be a very handy way of coding your bank feed activity, and you can do it on the go when and how it works best for you. But another feature may just...
🔒 Important Update for QuickBooks Online Users: Reconnecting Bank Feeds! 🏦💼 Yikes! If you’ve logged into your QuickBooks Online recently, you might have noticed new warnings regarding your bank feeds. Let us shed some light on what’s happening: QuickBooks has changed how it connects with banks. The new connection method uses an open authentication standard...
Are you feeling overwhelmed by the endless possibilities and complexities of QuickBooks? We understand that mastering this powerful tool can be challenging, but fear not! ZümiFi is here to provide the guidance you need to use QuickBooks effectively and efficiently. Our experts will cut through the confusion in just one or two sessions and help...
QuickBooks Online (QBO) is a powerful tool that empowers businesses to manage their finances efficiently. Harness the Power of QuickBooks Online with Desktop Convenience In this blog post, we will explore the advantages of using QuickBooks Online directly from your desktop or dock, highlighting its additional features and benefits. We will also introduce ZümiFi’s QuickBooks...
QuickBooks is a powerful tool for managing your business’s finances. It has many pre-created reports you can customize to show you the information you need and how you want to see it. But did you know you can also create customized reports based on your business needs? QuickBooks gives users the ability to customize reports...
ZümiFi is all about finding solutions for our clients. Recently, a client returned to us with a problem: he needed a simple way to track his billable time and invoice his clients through QuickBooks Online (QBO). He used legal industry time-tracking software but found it cumbersome and time-consuming. He needed a more streamlined solution. That’s...