Dustin Wheeler

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

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  • connects seekers and helpers (for rewards) for finding genealogical records. Great if you're stuck on family history!
  • Xtreme Forensics presenting ISeekDiscovery. Useful in internal audit. IT department doesn't need to now what's being searched for.

The origin of the name Wheeler (it isn't what you think)

When I was a young boy, I asked my dad about the origin of our last name.  He wasn’t sure and guessed that it must have come from someone long ago who made wheels.  That is about as uninteresting as me saying I’m an accountant who does taxes.

The actual origin is a little more exciting than what is often depicted as prehistoric man’s first invention.  I did a Google* search for information about the Wheeler family and found “The Genealogical …

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The QuickBooks shortcut every accountant should know

Like many accountants, my mind thinks in debits and credits.*  As a double entry accounting system, QuickBooks works in debits and credits, though it does a good job hiding it from non-accountant users with its use of items and user-friendly input screens such as a “write checks” window that looks like a paper check.  Below is an example of an invoice entry screen.  I might have a good guess about the debits and credits working behind the scenes of this …

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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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My Feelings about Feedly

In my last post, I shared the news of Google Reader’s retirement on July 1 and suggested Flipboard as a possible replacement.  Feedly is next up at bat and it certainly doesn’t strike out.

Here are a few things I like about Feedly:

It was easy to sync with my Google Reader account.  I just entered my Google password and allowed Feedly access to it.
In addition to the mobile apps, Feedly has a Chrome extension for reading from a desktop or laptop.  …

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Goodbye, Google Reader - Hello, Flipboard!

I felt a great disturbance throughout the Internet, as if millions of blog readers suddenly cried out in terror.  I was shocked to read that Google Reader will be retired on July 1, 2013.  I’ve used Google Reader nearly every day for the past several years to read the news, follow my favorite blogs, and subscribe to many helpful RSS feeds.  It’s my most frequently used app on my phone and tablet.  What will I do without it?

Twitter conversations immediately …

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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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What I saw at CES, 2013 Edition

Today, I stopped by the International Consumer Electronics Show (CES) and added the following to my gadget wish list:

The Samsung Galaxy Camera combines its 21x zoom and 16 megapixel sensor with the features of a tablet (4.8 inch touchscreen and Jelly Bean).  Engadget has a detailed review.

Soon, high definition just won’t be good enough.  The TV in this picture has 4K resolution, or 3,840 by 2,160 pixels.  This is about four times the resolution of 1080p (1,920 by 1,080).  There …

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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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How to handle a LinkedIn connection request from someone you don't know

A couple of years ago, I wrote about the LinkedIn connection dilemma I face when I receive a request from someone I don’t know.  Back then, I would just hit the “ignore” button because I have no idea who John Doe is, nor do I know any tire salesmen across the country in Maine.

I have taken a different approach after reading a few blog posts by Joel Ungar in AccountingWEB.  Joel is a principal with Silberstein Ungar, PLLC in the …

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Cool feature alert - attach receipts in FreshBooks

A couple months ago, FreshBooks added an awesome feature to its online billing and accounting software: attaching expense receipts to invoices.  I am a big fan of the integrated document management, which makes digital documents always available for quick and easy retrieval.  Plus, receipts can be attached in several file formats from whatever device is convenient.  Check out this video from FreshBooks showing users taking pictures of receipts with smartphones and tablets.

Since it looks so easy in the video, I …

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