Jody Linick | AccountingWEB

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Member Since: Aug 10th 2015

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Bio

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.

Jody Linick

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...

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...

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...

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...

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...

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...

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...

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,...