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Excel Co-Authoring

June 14, 2017
| Logan Duchac

How many times have you wanted to edit an Excel spreadsheet and you can only go in as read-only because someone else is editing it? This is now a thing of the past!  Microsoft has introduced Co-Authoring in Excel so that multiple people can go in and edit a spreadsheet. ...

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Custom Business Forms Made Simple

May 31, 2017
| Logan Duchac

Create Custom Accounting Forms directly in Microsoft Word

As a business owner, it can be a frustrating and time consuming process to make even the simple changes to the forms you need to run your business; such a Sales Quotes or Invoices. The process of adding all the...

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Are you tired of wasting time and money on system upgrades? If so, read on.

May 18, 2017
| Ryan Wieland

QuickBooks version 14 is expiring at the end of May, 2017. All products, including Pro, Premier, and Enterprise, will be retired. There is no better time than now to make your last upgrade ever.

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Build fully custom reports from your Financial Data in Minutes

May 10, 2017
| Ryan Wieland

Are you sick of wasting time uncovering trends about your business? We understand that this can be a very timely and labor intensive process. Today, you're probably dumping your data into Excel and creating subjective analyses. Do you want the future of your business to...

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What's New in May - Dynamics 365 for Financials

May 01, 2017
| Ryan Wieland

The beginning of May brought a powerful new update to Dynamics 365 for Financials customers. Once again, we saw the power of a Cloud Accounting system with a no charge, no work update to the software that brought major enhancements. Here is a full list of the changes the...

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Extract your Financial Data to Increase Business Efficiency and Growth

April 18, 2017
| Logan Duchac

As a business owner, do you have issues with your financial data being stuck in your financial system?  Do you ever wish you could get that data out and edit it at times so that you can look at what you want to?  With Dynamics 365 for Financials, you can do just that by...

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What's New in the April Update - Dynamics 365 for Financials

April 14, 2017
| Ryan Wieland

Dynamics 365 for Financials customers and prospects saw a fresh update hit the software in early April. With Cloud Accounting on Financials, you receive automatic updates at no cost or additional work. Here is a full list of the changes and updates that were rolled out...

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Create a Custom Workflow Without a Developer

April 11, 2017
| Logan Duchac

As a small business owner, you know that it is almost impossible to stay on top of everything.  We hear from customers all the time that say they spend too much time working in their business instead of on their business.  Whether it is authorizing discounts, dealing...

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Microsoft Office – Dynamics 365 for Financials

March 03, 2017
| Ryan Wieland

While running your business, how heavily do you rely on Microsoft Office Excel? What about Word? The answer is probably quite a bit, to the point that you are proficient and comfortable using both productivity tools to help grow your business. What if you could extend...

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What’s New in February – Dynamics 365 for Financials

March 03, 2017
| Ryan Wieland

Dynamics 365 for Financials customers and prospects saw the ultimate benefit and value of a Cloud Accounting System in late February. This came in the form of a massive, automatic and free update. With D365 for Financials, every customer sees automatic product updates at...

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