Blog
Insights on business growth, AI strategies, and automation for franchise and multi-location businesses.
.png&w=3840&q=75)
Maximizing Your Accounting Potential with QuickBooks Online
In this exploration of QuickBooks Online Plus vs. Advanced, discover how these versions cater to diverse business needs. Plus emphasizes all-round functionality for small to mid-sized enterprises, while Advanced targets larger businesses with complex requirements
Bryan Perdue
QuickBooks Point of Sale Cost in 2026: Pricing, Fees & Alternatives
Discover the QuickBooks Point of Sale cost in 2026, including historical pricing, hardware expenses, payment processing fees, and hidden costs. Explore why QuickBooks POS was discontinued, compare modern alternatives like Square, Shopify POS, Lightspeed, and Toast, and learn how Autymate helps businesses and franchises connect POS systems with QuickBooks through custom integrations and automated accounting workflows.
Bryan Perdue
How to Track Fixed Expenses Automatically Using Accounting Software
Managing fixed expenses doesn't have to be complicated. Discover how accounting software helps businesses automate recurring transactions, track expenses, reduce manual bookkeeping, and improve financial reporting. Learn how Autymate connects accounting systems with business applications to simplify financial data management and support growing businesses. Copy
Bryan Perdue
How Do I Import an IIF File Into QuickBooks Online? 4 Ways That Work
QuickBooks Online doesn’t support IIF files, the format QuickBooks Desktop uses for imports. This guide explains what’s inside an IIF file and walks through four ways to get that data into QuickBooks Online: converting it to CSV, migrating through Desktop, using an importer app, or replacing the IIF export with a direct integration.
Bryan Perdue
How to Automate the Month End Close Process: Steps & Best Practices
The month end close process helps finance teams finalize monthly financial records through reconciliations, adjustments, reviews, and reporting. This guide explains how to automate repetitive close tasks, improve reconciliation, reduce manual data entry, move toward a continuous close, and use connected systems to make the process faster and more reliable. It also explains how Autymate can connect POS, ERP, CRM, accounting, payment, and other business systems to support a smoother financial close.
Bryan Perdue
Income Statement Equation: Formula, Components, Examples & How It Works
The income statement equation explains how revenue and expenses combine to produce net income or loss. This guide breaks down the basic and expanded formulas, gross profit, operating income, margins, single-step vs. multi-step statements, practical examples, common mistakes, and how accurate financial data supports reliable reporting.
Bryan Perdue
How Do You Calculate Retained Earnings? Formula, Example & Step-by-Step Guide
Retained earnings represent the cumulative profits a business keeps after paying dividends. This guide explains the retained earnings formula, how to calculate beginning and ending retained earnings, how net income and losses affect the balance, practical examples, negative retained earnings, common mistakes, and how accurate accounting data supports reliable financial reporting.
Bryan Perdue
What Is a Journal Entry in Accounting? Definition, Examples & How It Works
A journal entry records how a financial transaction affects specific accounts using debits and credits. This guide explains journal entry rules, formats, types, practical examples, adjusting and reversing entries, the difference between journals and ledgers, common mistakes, and how accounting integrations can automate journal entry workflows.
Bryan Perdue
Multi-Step Income Statement: Definition, Formula, Example & How to Prepare It
A multi-step income statement breaks revenue and expenses into clear sections to show gross profit, operating income, income before tax, and net income. This guide explains the format, formulas, components, a complete example, how to prepare the statement, common mistakes, single-step vs. multi-step differences, and how connected accounting data improves financial reporting.
Bryan Perdue
Big 4 Accounting Firms: Deloitte, PwC, EY & KPMG Explained
The Big 4 accounting firms Deloitte, PwC, EY, and KPMG are the world’s leading professional-services networks, providing audit, tax, consulting, advisory, technology, and risk services. This guide explains what the Big 4 are, how they differ, their latest scale and services, how they use technology and AI, and how modern accounting increasingly depends on connected business systems.
Bryan Perdue
What Is a Backorder? How ERP, Ecommerce, and Accounting Integration Improves Order Management
A backorder is an order for a product that's temporarily out of stock, accepted now and shipped when inventory arrives. This guide explains how backorders differ from out-of-stock items and preorders, why they happen, and a cause most guides miss: overselling from disconnected systems. It also covers the accounting side, including customer deposits, when revenue is recognized, partial shipment invoicing, and cost of goods sold, with a worked example and key KPIs like backorder rate and fill rate. Finally, it shows how integrating your ERP, ecommerce store, and QuickBooks prevents overselling and keeps orders and books accurate.
Bryan Perdue
Payment Reconciliation for Multi-Location Businesses: A Step-by-Step Guide
Payment reconciliation gets harder with every location you add. Different POS systems, deposit timing, and charts of accounts let small errors hide inside group totals. This guide shows multi-location businesses and franchise networks how to reconcile payments step by step: standardize accounts, use a card clearing account per location, and match POS sales to processor settlements to bank deposits before rolling up. It includes a worked example where a $225 chargeback hides in a two-location total, the most common discrepancies and how to fix them, and how to automate reconciliation with POS-to-QuickBooks sync.
Bryan Perdue