Removing Money Blocks Part 1 – Overcoming Fear and Anxiety

In this video Ingrid and Loren talk about a fictional client, Penny, who has fear and anxiety around money.  They talk through what brought her to this point and how she can overcome her own fear to help her business thrive. Ingrid and Loren use EFT (Emotional Freedom Technique) tapping to help Penny beat that fear. If you have fear around finances …

Episode 1 – Polymath Video Tutorial Series: Changes to QuickBooks Online – The Clickmap

With the update to QuickBooks Online one thing we have found our clients struggling with is the removal of the clickmap. Everyone is asking, where did the clickmap go? How do I navigate Quickbooks without it? If you are a visual learner who is used to working from the clickmap in QuickBooks Online watch this video for tips on how …

Episode 2 – Polymath Video Tutorial Series: Changes to QuickBooks Online – Overview

Episode 2 offers a general overview of the changes to QuickBooks Online Harmony, watch this video for how to navigate QuickBooks Online.  This is a great video to watch so that you can see where to find all the tools that you need to effectively work in QuickBooks.  This review will benefit both new QuickBooks users and existing users who are …

Episode 4 – Polymath Video Tutorial Series: Changes to QuickBooks Online – Sales Receipt

This episode of our QuickBooks Online Harmony tutorial series covers sales receipts.  How do you create a sales receipt in QuickBooks Online?  When do you create a sales receipt?  Why use a sales receipt instead of an invoice?     For more information about the difference between invoices and sales receipts, check out the Polymath blog on the topic. Make sure …

Quickbooks Online Tutorial Series -Intro

QuickBooks Online has undergone some big changes since Fall of 2013. In Spring of 2014 they began to transition existing clients from the Classic QBO look over to the new “Harmony” version. You may have just received a notice that your company file is ready to update, and are are wondering whether to hit the “Do It Now!” button, or …