Category Archives: Time Management

Do I really need bank feeds in QuickBooks Online?

bank feeds in quickbooks online

We’ve talked before about the differences between QuickBooks Desktop and QuickBooks Online (QBO). One of the biggest differences between the two systems is related to bank feeds in Quickbooks Online. Bank feeds automatically download activity in QBO and they can even categorize transactions from connected accounts. This means you no longer have to manually enter […]

New Year – New You: Setting Goals in 2020

It is hard to believe that we have just embarked on a brand new decade. I don’t know about you but I cannot say or think about the year 2020 without thinking about vision. Seeing clearly is, of course, very important to our day to day life. It is also essential that you have a […]

Can I do my books myself?

As a person who enjoys crafts, there is a particular pleasure in being able to make something yourself.  If you are a small business owner, your business is like a craft project: an idea that was brought to life through hard work and creativity. So it’s common that when business owners contact us, they have […]

How to Automate your Summer

It’s summer! Perhaps by now your kids are out of school and you are enjoying the weather together or maybe you are planning a fun vacation. We hope you are! Earlier we talked about ways that the cloud can help you enjoy your summer and today we would like to add to that topic by discussing […]

Xero The Hero: Using Xero to Collaborate

puzzle xero to collaborate

This month we are focusing on collaboration. One of the Beyond Team’s favorite tools is Xero. Find out how our team uses features in Xero to collaborate with our clients. Use the Discuss tab to collaborate on bank transactions Within Xero’s bank reconciliaton screen, the Discuss tab can be found on any unreconciled transactions. We […]

The Benefits of Collaboration

beyond balanced books start up businesses

Collaboration is a very trendy word these days in the business world. Millennials love to collaborate and it seems to be a hot topic. Gone are the days of independently working on tasks. Most tasks seem to be shared by a team and collaborated on. What exactly is collaboration, and what are the benefits to […]

App Spotlight: Harvest

We like to feature apps for Xero that we find especially useful. This month we are featuring Harvest. Harvest is a dynamic time tracking application that integrates well with Xero and is easy to use! Managing projects is user-friendly Harvest features an interface that is easy to use and can be accessed anywhere. The bright […]