Jaime Thompson, QuickBooks ProAdvisor

The #1 QuickBooks ProAdvisor® In Annapolis

We take being a QuickBooks Certified ProAdvisor® seriously. So seriously in fact, that we are the number one QuickBooks Proadvisor® in our home base of Annapolis, Maryland.

As Quickbooks ProAdvisors®, we have access to unlimited Intuit customer support as well as money saving discounts on Intuit products and services. We are also certified members of the American Institute of Professional Bookkeepers (AIPB). The AIPB is an exclusive professional organization that ensures the integrity and proficiency of our members through professional examination and background checks. Whether you choose to work with Nicholynn Advisors or not, make sure that you properly review your bookkeeper’s background.

QuickBooks® (QB) can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Why QuickBooks® Online?

Download this free one pager on why Quickbooks® Online is a huge advantage for your small business.


Tips & Tricks: QBO Online Banking

For More on How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online, check out this helpful article.

How To Set Up Reminders: Recording Transactions

Recurring Transactions are a powerful automation feature, but sometimes you want a bit more control over exactly how or when invoices and expenses are processed. Instead of letting QuickBooks take the wheel, you can set reminders to complete these tasks yourself (Gear Icon > All Lists > Recurring Transactions > New > Transaction type > Reminder).

Tips & Tricks: Bookkeeping Best Practices

Know your daily, weekly and monthly tasks and commit to a schedule

Set aside half an hour to write down a comprehensive list of tasks you need to complete throughout the year. Put them on your calendar and create reminders for each (check out the Reminders video above).

Not sure where to start? Give us a call and we’ll walk you through your creating a schedule!



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