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How to Prep Your Books for Tax Season Without the Last-Minute Panic
Picture this: It's March 15th, and you're frantically digging through shoeboxes of receipts, trying to remember if that business lunch in July was actually deductible. Sound familiar? You're not alone. But here's the thing, tax season doesn't have to be a stress-fest if you know how to prep your books the right way. The secret isn't working harder during tax season; it's working smarter all year long. With just 30 minutes a week dedicated to keeping your financial house in or
Susan Hagen
Nov 105 min read
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The Business Owners Guide to Setting Up Recurring Invoices in QuickBooks Online
If you're tired of manually creating the same invoices every month for your regular clients, you're not alone. As a business owner, your time is valuable, and repetitive tasks like billing can eat up hours you could spend growing your business. That's where QuickBooks Online's recurring invoices come to the rescue. Recurring invoices are automated templates that create and send invoices to your customers on a predetermined schedule. Whether you're billing monthly retainers, w
Susan Hagen
Nov 75 min read
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How to Integrate QuickBooks with New AI Agents With Your Small Business in 5 Minutes
If you're still manually creating every invoice, chasing down payments, or categorizing expenses one by one, you're probably working way harder than you need to. QuickBooks rolled out some pretty impressive AI agents in 2025 that can handle a lot of these routine tasks for you – and the best part? Getting them set up takes less time than your morning coffee break. These aren't some fancy third-party add-ons that cost extra or require a computer science degree to figure out. T
Susan Hagen
Nov 55 min read
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