Who you'll work with
Burt Steingraeber
Based in Milwaukee, Burt brings a long career as a CFO, Controller and HR leader to every engagement. He works inside QuickBooks every day and explains what's happening in plain English, not accounting jargon.
Start with this month's most common problems, or talk it through with Burt. Bookkeeping, tax prep and QuickBooks training for owners and office staff.
Drawn from what owners and bookkeepers are asking in the QuickBooks Community, Reddit, X and Intuit's announcements.
Intuit raised list prices for QuickBooks Online Essentials, Plus and Advanced on renewals on or after August 1, 2026 (Essentials $85, Plus $140, Advanced $340 a month; Simple Start stayed at $38). Before you renew, check how many users you really need and which features you actually use. Sometimes a smaller plan fits; sometimes add-ons like payroll or time tracking are the bigger cost.
Source: Intuit pricing update
Intuit stopped supporting Desktop 2023 versions after May 31, 2026. That means no bank feeds, payroll tax updates, payment processing or security fixes in that version. Your options are upgrading to Desktop 2024 (Intuit says 2024 has no set end date), moving to Desktop Enterprise, or switching to QuickBooks Online. The right choice depends on inventory, job costing, number of users and whether you need remote access. Plan any move for a clean cutoff, such as a month end.
Source: Intuit Desktop 2023 policy
Start with Update on the Bank transactions screen. If nothing comes in, sign in to your bank's own website and clear any security prompts or alerts, then update the connection again. Bank feeds only reach back about 90 days, so an older gap has to be filled from statement or CSV files and then reconciled month by month. New this month: account cards turn orange after 3 days without an update and red after 7, so stale feeds are easier to spot.
Source: Intuit bank feed help
Most duplicates come from entering an expense by hand and then adding it again when it arrives in the bank feed, or from a reconnected feed pulling older items a second time. In For review, match the feed item to the entry you already made instead of adding it. If a true duplicate slips in, exclude it rather than deleting history, then reconcile to the bank statement to confirm the balance.
Source: QuickBooks Community thread
For payments made in 2026, the Form 1099-NEC and 1099-MISC reporting threshold rises to $2,000 (it was $600). The forms for 2026 are due February 1, 2027, because January 31 falls on a Sunday. Collect W-9s from contractors now, and mark 1099 vendors in QuickBooks so the year-end report is right the first time.
Source: IRS 1099 guidance
Review every employee's legal name, Social Security number, address and year-to-date pay in December. If QuickBooks files your W-2s for you, preview them as soon as they're available and fix errors before Intuit submits them in early January. A correction after filing means a W-2c for you and your employee.
Source: Intuit W-2 timing
Based in Milwaukee, Burt brings a long career as a CFO, Controller and HR leader to every engagement. He works inside QuickBooks every day and explains what's happening in plain English, not accounting jargon.
Monthly financial statements, bank and credit card reconciliations, payables and receivables, payroll processing and tax-ready books.
Year-end tax preparation for the 2027 filing season (tax year 2026). Book early: advance notice is recommended for appointments.
One-on-one or group instruction, in person in Metro Milwaukee or remote, beginner to advanced. 2027 class dates TBD.