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How to Setup QBO's New AI Expense Categorization in 5 Minutes (Launching June 25!)
Hey there, small business owners! Susan here. If you’ve been following our blog for a while, you know I’m all about finding ways to help you stop wrestling with spreadsheets and start actually running your business. Well, I have some seriously exciting news: QuickBooks Online is dropping a massive update on June 25, 2026, and it’s going to be a total game-changer for your monthly bookkeeping routine. We’re talking about the new AI Expense Categorization. If you’ve ever stared
Susan Hagen
6 days ago4 min read
5 Steps to Update Your Payroll for the 2026 W-2 Itemization Rules (Easy Guide for Employers)
If you’ve been keeping an eye on the calendar, you know that June 2026 isn't just about summer vacations and long days: it’s also the halfway point for a major shift in how we handle payroll. If you’re a small business owner, the term "W-2" usually brings up images of January deadlines and mountains of paperwork. But this year, the IRS has introduced some of the most significant changes to W-2 reporting we’ve seen in decades. The new 2026 W-2 Itemization Rules are officially
Susan Hagen
Jul 275 min read


Why the New Shopify B2B Connector Will Change the Way You Manage Wholesale Invoices
If you’ve been running a wholesale business alongside your Shopify store, you know the "spreadsheet shuffle" all too well. You get a big order via email, you manually create a draft order in Shopify, then you hop over to QuickBooks to manually type in an invoice, making sure the PO number matches and the Net 30 terms are correct. By the time you’re done, you’ve spent thirty minutes on one order, and that’s if you didn’t make a typo. As we head into the second half of 2026, th
Susan Hagen
Jul 245 min read
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