Dustin Wheeler

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

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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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Set amount thresholds in Xero bank rules so fixed assets aren't expensed

One of my favorite things about Xero, an online accounting software, is its ability to automatically categorize transactions based on a customized set of rules.  While other accounting software have some built-in automation features (such as pre-filling information from the last entered transaction for a payee), Xero is unique in that it categorizes transactions when they match certain conditions for payees, amounts, references, etc.

While this automation can save a lot of time classifying transactions, it could also result in misclassifications if …

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Do you put social media links on your invoices? It's easy with Xero

A creatively designed invoice can be so much more than a collection tool.  Links to social media websites are simple additions to electronic invoices providing opportunites for increased visibility and contact with customers.  Plus, they add a little color and fun to an otherwise boring document.

While I was exploring settings in Xero, the social links area caught my attention.  When activated, it adds Facebook, Twitter, LinkedIn and Google+ icons to online invoices.  This is one of Xero’s many new invoicing …

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Bank rules in Xero for fixed amount checks

One of my favorite things about Xero, an online accounting software, is its ability to automatically categorize transactions based on a customized set of rules.  While other accounting software have some built-in automation features (such as pre-filling information from the last entered transaction for a payee), Xero is unique in that it categorizes transactions when they match certain conditions for payees, amounts, references, etc.

For example, I set up an automatic monthly payment on my bank’s online banking site for a …

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Adjusting journal entries in Wave Accounting

Wave Accounting, a free online accounting software, has a very easy interface for non-accountants to automatically import and classify bank transactions.  Accountants who primarily use other accounting programs might need some time to get used to Wave Accounting’s interface.  I recently needed to make some adjusting journal entries in Wave Accounting and the screen to enter them wasn’t quite where I expected to find it.

To make an adjusting journal entry, click on the Settings tab.  That seems strange to me …

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Integrating Chrometa and FreshBooks - easy timekeeping, easy invoicing

Like peanut butter and jelly, I’m adding Chrometa and FreshBooks to my list of things that go together.  Both perform time and billing functions, but have unique strengths in each area:

Chrometa, which I reviewed for the CPA Practice Advisor, runs in the background and automatically tracks the amount of time a computer user spends on active program windows.
FreshBooks has an easy user interface for online invoicing and accounts receivable management (including tracking when customers have viewed and paid invoices).

Setting up …

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