Eric Gerard Ruiz, CPA

Launched in September 2023, Intuit Assist marked Intuit’s entry into AI. With AI agents having been rolled out on July 1, 2025, the company is doubling down by creating virtual teams for businesses, streamlining workflows from financial analysis to customer management, and freeing up valuable time for strategic work. This latest move ensures your company…

QuickBooks allows you to customize the look and feel of your invoices to make them more professional for your clients. In this article, I’ll walk you through how to customize invoices in QuickBooks Online in just five easy steps, from creating form styles to choosing what appears in the invoice email. Be sure to have…

QuickBooks Online can help you organize and track your personal finances, just like it helps small businesses manage their accounting tasks. I’ll show you how to use QuickBooks for personal use, from adding income and expense accounts and creating classes, to classifying imported transactions and creating a budget. Visit QuickBooks Online Step 1: Create income…

Jobber and QuickBooks Online serve two very different purposes. Jobber is built for managing daily and field operations, while QuickBooks is focused on financial tracking, reporting, and accounting. They aren’t direct competitors, and comparing them isn’t apples-to-apples since one is operational and the other is financial. Each excels in its lane, and they are often…

In comparing Xero vs Sage, I found that the biggest difference is in how they’re built. Xero is entirely cloud-based, which means you can access your books from anywhere. Sage 50, on the other hand, is desktop software, so unless you’re tied to a specific computer or server setup, it can feel limiting. In my…

Did you make a mistake on a deposit in QuickBooks Desktop? No worries! You can delete it and send the check right back to the Undeposited Funds account. From there, you’ll be able to edit or remove it altogether. I’ll show you step-by-step instructions on how to delete a deposit in QuickBooks. Also read: Best…

The best sales tax software must do more than just calculate tax. At the very least, it should allow you to apply tax rates per transaction, with built-in rates ready to go or the flexibility to add them manually. However, the gold standard is automatic rate calculation based on location, removing guesswork and reducing errors….

The best QuickBooks hosting provider should offer essential cloud hosting features, such as guaranteed high uptimes and automatic backups, security and reliability of data, and excellent performance and speed of IT services. As a bonus, some providers offer additional benefits, like free trials and money-back guarantees. Here are our six best QuickBooks cloud hosting service…

If you’re seeing unapplied cash payment income in QuickBooks Online, it means a customer payment was recorded, but QuickBooks doesn’t recognize it as linked to an invoice. This usually happens when the payment date is earlier than the invoice date or if a payment was entered without being correctly applied. It can also occur if…

What is payroll accounting? Payroll accounting is the process of managing, recording, and reporting all aspects of payroll transactions. This includes paychecks distributed to employees, deductions and taxes withheld from employee paychecks, and the employer’s share of benefit contributions and taxes. Accounting for payroll is fundamentally straightforward — you log all employee compensation expenses, record…

There is no definitive way or mathematical model to solve how to calculate the useful life of an asset, as the calculation varies depending on whether you follow IRS tax regulations or GAAP guidelines. As such, I’ll go over how to determine the useful life of an asset for two purposes: tax depreciation and financial…

The prime cost is the total direct material and labor costs of producing a product or delivering a service. It helps you analyze how much these costs reduce your gross profit, making it easier to determine whether your expenses are within a healthy range. The formula for computing prime costs is as follows: Prime cost…