Jody Linick

Member Since: Aug 10th 2015
Columnist
Likes: 0
Thanks: 15
Jody Linick, an AIPB Certified Bookkeeper, QuickBooks Certified Pro Advisor and member of the Intuit Trainer/Write Network, heads up FitBooksPro which specializes in helping professional services providers set business goals, and using the tools available in QuickBooks Online, to manage performance tracking of goal achievement.
Owner FitBooks Pro
May 2nd 2022
QuickBooks Online and Changing Screen Views
Many of the updates Intuit makes to QuickBooks Online can impact how individual screens look that can stymie even frequent users...
Bookkeeping
Mar 15th 2022
Spotting ACH Fraud and What Bookkeepers Can Do
ACH fraud has unfortunately become increasingly popular, so what can bookkeepers do about it? Here’s how it goes down and some best...
Bookkeeping
Jan 28th 2022
Downloading Attachments When Closing Dext and QBO
Downloading data and documents from Dext and QuickBooks Online and archiving them as part of the shutdown process can lead to unexpected...
Bookkeeping
Dec 1st 2021
QuickBooks Online Accountant's Wrap-up Feature
QuickBooks Online Accountant's new Wrap-up feature was worth giving a look, so I decided to give it a try for my October closing reports to...
Bookkeeping
Aug 13th 2021
A QuickBooks Online Primer on Matching Checks
If you are a QuickBooks Online (QBO) user, you know that a foundational feature of QBO is connecting your financial institutions to QBO...
Bookkeeping
Jun 10th 2021
Top 10 Questions to Ask a Potential Client
When you are interviewing a potential new client, allow yourself the chance to shine. You can achieve this by doing more listening than...
Clients
May 13th 2021
How to Enter PPP Forgiveness Into QuickBooks
The Consolidated Appropriations Act 2021 (CAA 2021), which was passed on December 27, 2020, provides many of the answers the country was...
Bookkeeping
Mar 30th 2021
Five Tips for Disengaging With a Client
Issues with clients sometimes happen, but when it becomes disruptive to a positive working relationship, it is usually best to move on and...
Clients
Nov 20th 2020
The New IRS Form 1099-NEC Summarized
In recent years, non-employee compensation was reported in Box 7 of the 1099-MISC form, that box now goes away. Instead, the 1099-NEC form...
Business Tax
May 15th 2020
What Bookkeepers Should Know About CARES Act EIDL
First off, the CARES Act EIDL Grant is an emergency grant of up to $10,000, up to $1,000 per employee. Sole proprietors, for example,...
Bookkeeping