Dustin Wheeler

Dustin Wheeler
Dustin is a technology-driven CPA in Orem, Utah.

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Outlook Quick Parts will speed up your e-mail

I’m asked some questions over and over again: What’s the difference between an independent contractor and an employee? How do I check the status of my tax refund? What documentation do I need to support my charitable contributions?

This is where Quick Parts in Microsoft Outlook comes in handy. With this feature, I can put prewritten chunks of text into e-mails, similar to a copy and paste. The only problem is that Quick Parts might not be intuitive to a user …

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Virtual Desktops, the Windows 10 tip that could change your life

It can be a challenge to organize your workspace when you have multiple monitors and dozens of programs open at the same time.  It can feel much like having stacks of paper on your desk in complete disorder.  Virtual Desktops in Windows 10 is like rolling a messy desk out of a room and rolling in a clean one, all in the fraction of a second.

I use the feature to group similar programs together, with the windows arranged how I …

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Smart accounting is as cool as a smart home, but not as easy to show off

The latest gadget addition to my home is the Amazon Echo, a speaker that responds to voice commands similar to Siri and Cortana, but is completely hands-free. By default, the Echo goes by the name of Alexa. For example, she reads the day’s NPR news briefing if I say, “Alexa, what’s the news today? ” It responds to commands to play music, read the weather report, tell me how bad traffic is, set timers, and many others. Beware if you …

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No paper for a receipt? Take a picture of the gas pump

In a prior post, I wrote about how I use document management software to push transactions and the supporting documentation into accounting software. As I’ve developed this method of doing my accounting, I’ve realized that the key to keeping accounting in real-time is using the document management software for every transaction, if possible. It also helps me make sure every transaction that goes through my bank account is legitimate. So what do you do when you can’t get a receipt?

This …

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Accounting out of balance and out of my comfort zone

Here I am hanging by a thread 500 feet above the ground. The wind combines with the speed at which I’m rapidly descending to forcefully spin me around. I feel as though I’m leaning backwards in a chair at the brink of tipping over head-first. At this moment, I wonder why agreed to go zip-lining at the Sundance Mountain Resort, which according to its website has the 3rd longest total distance and biggest vertical drop of any zip-line tour in …

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Awesome Apps for Accounting: IF by IFTTT

IF by IFTTT (“If This Then That”) has been an extremely useful tool in my web automation efforts. Through this website and app, I create “recipes” so that when a certain event happens in one app, an action is automatically triggered in another app. I use it for some social media activities, for example, posting Instagrams as Twitter photos.  Here’s another one: by sending a text to my phone number, I can turn the volume up.  Since I mute my …

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Book Review: The Radical CPA

Nearly five years ago, I attended the Accounting Today Growth and Profitability Summit and met several next-generation accountants who radically influenced my career.  By “met” I mean in-person, since we had gotten to know each other beforehand through radical online means like Twitter.  Social media may be still be considered radical for CPAs today, but at the time we were the extreme outliers.

One of the more outspoken founders of the movement, Jody Padar, has put the principles we’ve learned from …

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Awesome Apps for Accounting: Genius Scan, Hubdoc and Xero

In my search for a fully automated, completely paperless, and mobile-friendly accounting system, I’ve discovered three apps I love that have almost made it a reality.

Unless I’m near a desktop scanner, every receipt or document enters my virtual file cabinets through Genius Scan.  I don’t know how it does it, but it turns my iPhone’s camera into a high-quality PDF scanner.  I love being able to crop my receipts, make them black and white, and make the PDF file sizes …

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Can accounting be fun?

The stereotype is well-established.  Accountants are often portrayed in the media with glasses, a pocket calculator, and the personality of a rock.  Prior to studying accounting, people warned me of it being the most boring profession there is.  While I admit that doing accounting will never be on par with a trip to Disneyland, I’ve learned that accounting can be fun because of the people and the technology.

I work with people more than numbers.  My days are full of meetings …

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Fixing issues with the new QuickBooks to Xero conversion tool

While Xero has been converting QuickBooks files to its online accounting software platform for some time, it released a tool a few days ago allowing users to upload files themselves for conversion.  I am quite happy with the result, but it wasn’t as simple as making a few clicks.  When I converted a QuickBooks Online file to Xero, I discovered the following:

Subaccounts may cause problems.  I got an error message after uploading my QuickBooks file, but it didn’t specify what …

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