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Thoughts on growing a business, raising money, getting the word out,
and increasing profits. Plus, ZipBooks news!

  • Beautiful accounting meets delightful payroll: ZipBooks + Gusto

    Posted 3 years ago in ZipBooks Updates
    by Tim Chaves

    Chocolate and peanut butter may be good on their own, but they’re irresistible together. Connecting accounting and payroll means dead-simple reconciliation and consolidated journal entries—a delicious combination.  That’s why we’re making Gusto our preferred partner for small business payroll. We’ve seen a lot of payroll solutions—the good, the bad and the costly—and we’re confident in […]

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  • Free QuickBooks for Nonprofits

    Posted 3 years ago in Small Business Tips
    by Tim Chaves

    Nonprofits thrive when passion is at the helm. If you want to give back as much as you can (and continue to impress donors and investors), you need to keep your expenses low—and that includes the cost of your accounting software. While some accounting software companies offer discounts to nonprofit organizations, Intuit charges full price […]

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  • 5 ways to create a firm culture that improves employee retention and satisfaction

    Posted 3 years ago in Accountant Insights
    by Tim Chaves

    “Tourist Tuesday” at Nichols Accounting Nampa office (part of Employee Appreciation Week, August 2018) Each year, there is a season that every accounting student simultaneously dreads, prepares, and looks forward to…recruiting season.  It’s a grueling time of year. Days are filled with firm visits, recruiting events, midterms, extracurricular business and accounting club activities, first- and […]

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  • Voice search optimization: Myth vs Reality

    Posted 3 years ago in Small Business Tips
    by Tim Chaves

    Comscore predicts that by 2020, more than half of all searches will be performed by voice. The popularity of voice assistants is only growing, which means that SEO trends are shifting. Some would go so far as to say that voice search optimization (VSO) is replacing traditional search engine optimization. While this is a bit […]

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  • What is Corporate Accounting and how does it compare to Public Accounting?

    Posted 3 years ago in Accountant Insights
    by Tim Chaves

    Whether you’re starting out in your accounting career, looking to transition between fields, or just plain curious, it’s important to define corporate accounting and know how it differs from a career in public accounting. What is corporate accounting? Accountants who work in the corporate or private sphere are employed by non-accounting companies rather than accounting […]

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  • The Dos and Don’ts of sending client documents

    Posted 3 years ago in Accountant Insights
    by Tim Chaves

    How many times has your client emailed you a password for their bank account? Or sent you a Form W-9 with their Social Security Number in an unencrypted email? With data breaches and identity theft becoming more common and more widespread, it’s crucial to examine your own communication channels and whether you are exchanging information […]

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  • Xero vs. QuickBooks: Online Accounting Showdown

    Posted 3 years ago in Product ReviewsSmall Business Tips
    by Tim Chaves

    QuickBooks Online and Xero  Quickbooks Online (QBO) is a personal and business bookkeeping software developed by Intuit in the early 2000s to help small businesses with their bookkeeping systems. QuickBooks is big particularly in the U.S. and Canada. Xero Limited was created in 2006 in New Zealand, with a focus on cloud-based business accounting software. […]

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  • How do I import my chart of accounts?

    Posted 3 years ago in
    by Tim Chaves

    If you’re migrating data from old client accounts or would like to use a previous chart account template, you can save time by importing. How to import your chart of accounts: From the Transactions menu, select Categories In the top right, click Import An Import Categories window will open from the right. Download our CSV […]

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  • How do I show category codes in my chart of accounts?

    Posted 3 years ago in
    by Tim Chaves

    Accountants often used category codes or account IDs in order to simplify the organization of their chart of accounts. Each line item in your Chart of Accounts is called a Category, and you can choose whether or not you want to show numbered codes in addition to category names. It’s easy to set up! Open […]

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  • How do I add my logo to client accounts?

    Posted 3 years ago in
    by Tim Chaves

    Uploading your company logo allows you to put custom images on invoices and co-brand your practice through ZipBooks. How to upload your logo: From ZipBooks Accountant, open the More menu and select Company. Under the Info tab, upload your logo into the box. How to co-brand and display your logo on client accounts: From your […]

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