Jim Merritt - November 17, 2025

From time to time, we like to go off topic when we believe we have something to share that would benefit others. …

Jim Merritt - 11/13/2024

For nearly two decades, QuickTrainer has been honored to serve small and mid-size businesses across the country with …

Jim Merritt - 11/03/2025

Whether it’s year-end or mid-year, now is the perfect time to give your QuickBooks Online file the TLC it deserves. A …

Jim Merritt - 10/27/2025

When working in QuickBooks Online, one of the most underrated yet powerful tools at your disposal is the Search feature. …

Jim Merritt - 10/20/2025

When you run a small business, time is money — and few things waste more of both than struggling with QuickBooks when you …

Jim Merritt - 10/06/2025

QuickBooks Online (QBO) isn’t just about tracking income and expenses. It’s about understanding your business story through …

Jim Merritt - 10/01/2025

In 2025, Intuit began rolling out a powerful new enhancement to QuickBooks Online: AI-powered reconciliation. This isn’t …

Jim Merritt - 09/29/2025

Maximizing Efficiency with Recurring Transactions in QuickBooks Online

Managing business finances can be …

Jim Merritt - 08/25/2025

Managing your business finances can feel overwhelming, especially when it comes to reconciling accounts, tracking income, …

Jim Merritt – 08/11/2025

If you collect sales tax from your customers, you know it’s not your money — you’re simply holding it for your state and …

Jim Merritt - 08/05/2025

If you’ve ever wished QuickBooks Online could “just handle it” for you, Intuit is getting closer to granting your wish. …

Jim Merritt - 07/28/2025

The Premise:

For tax years through 2025, the filing threshold remains $600: you must issue a 1099‑NEC (or 1099‑MISC, as …

Jim Merritt – 07/24/2025

In today’s fast-paced business world, small business owners need more than just hustle — they need the right tools and the …

Jim Merritt - 07/22/2025

Managing small, day-to-day expenses, such as office supplies, parking fees, or coffee runs, is much easier when your …

Jim Merritt - 07/08/2025 

Picture this: You're cruising through your day with energy, tackling your business operations, and quickly glancing at the …

Jim Merritt - July 01, 2025

When you think about driving, you know that just filling the tank isn’t enough to keep your car running smoothly. The …

Jim Merritt - 06/10/2025

QuickBooks is undoubtedly a powerful financial management tool for many small business owners.  The software can simplify …

Jim Merritt - 06/06/2025

Deleting a previously reconciled transaction WILL cause you a BIG headache. I see clients do this way too often. Perhaps, …

Jim Merritt - 04/11/2025

The tax season that many individuals and businesses wish they could avoid is well underway. If you are rushing to meet the …

Jim Merritt - 03/27/2025

The world is only getting more fast-paced and competitive. To become and remain successful, effective financial management …

Jim Merritt - 11/06/2024

While this article, regarding QuickBooks Year End Tips, is from November 2023, it still holds true today. For this reason, …

Jim Merritt - 10/06/2024

One of many things I do when I begin working with a new QuickBooks Online (QBO) client is to create four custom reports and …

Jim Merritt - 06/21/2024

In this video, Jim discusses what you should do and should not do when reconciling your QuickBooks Online bank accounts; …