No matter your field, most contractors learned QuickBooks through trial & error. So it’s no surprise that some mistakes were likely made! These top 10 issues & related “fixes” will enable you to be better equipped to identify common errors and understand the alternatives to correct your financials.
Lisa McCarthy is a Cofounder of Out Of The Box Technology and Recur360. She consults with thousands of accountants and business owners nationwide, developing solutions related to various Intuit products and services. She has been featured on Intuit’s website for her participation in numerous podcasts and client case studies, and is continuously quoted in accounting journals and publications, including a cover story for Accounting Technology magazine. Lisa is a frequent guest speaker at national franchise, business, and accountant events. Lisa was named Participant in the Accountant and Advisor Customer Council for Intuit Inc., 2006-2007/2007-2008.
Lisa is a Certified Advanced QuickBooks ProAdvisor, a Certified QuickBooks Enterprise ProAdvisor, a Certified Advanced QuickBooks Online ProAdvisor and a Certified QuickBooks Point of Sale ProAdvisor. She is also a member of the QuickBooks Desktop Enterprise Intuit Reseller Program Council. Lisa is credited with authoring Intuit’s courses for the Certification of Professional Advisors, contributing articles to Intuit’s Professional Advisor Newsletter, writing a chapter of Intuit’s manual, “QuickBooks Resource Guide for Professional Advisors,” and the development of the Intuit endorsed “QuickBooks for Accountants” seminar. She is a member of the Intuit Accounting Professionals Trainer & Writer Network, and is a columnist for a CPA newsletter service which is distributed to over one million readers.
Lisa attended Western Michigan University where she graduated Summa Cum Laude with a Bachelor of Business Administration in Finance. Additionally, she earned a degree in Mathematics from the University of Michigan, along with a Certification in Secondary Education. Formerly, Lisa was a founding member of Technology In A Box, a national consulting firm, and Accounting Resource, LLC of Michigan. Prior to that she worked as a Financial Analyst for EDS and Pepsi-Cola.