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Accounting & ERP Guides, Comparisons, and Tools for Growing Businesses
Still trying to figure out whether QuickBooks, Xero, Zoho, or a full ERP system is the right fit; or whether your current setup just needs to be cleaned up and configured properly? This is where Certum Solutions publishes the guides, comparisons, checklists, and case studies we wish more businesses had before they signed a software contract or hired a bookkeeper. Everything here is written by our own accounting and ERP consulting team for U.S.-based small and mid-sized businesses (roughly $1M–$50M in revenue) evaluating their systems in 2026; not outside contributors guessing at what matters.
Not sure where to start?
Head-to-head breakdowns of QuickBooks, Xero, Zoho, Odoo, and ERP options, built to help you decide, not just compare features.Free checklists, templates, and calculators you can use todayStep-by-step walkthroughs recorded inside real QuickBooks, Xero, and ERP accounts.Real Certum client stories: the problem, the system we implemented, and the result.In-depth articles on QuickBooks, Xero, Zoho, ERP, & running the financial side of your business.Latest from Certum
The newest guides, updates, and breakdowns from our team — covering QuickBooks, Xero, Zoho, ERP, and everything in between.
QuickBooks Online Advanced Demo: Features, Workflows, & More
Explore QuickBooks Online Advanced in this full demo with Katie Bunschoten. Learn about workflows, automation, expenses, reporting, and how QBO Advanced compares to QuickBooks Desktop.
![QuickBooks Enterprise Manufacturing Guide [Video]](https://images.squarespace-cdn.com/content/v1/5f3134cbe3264f3aee755c45/1788368468544-Z6KPW66YELVVPVJN19NQ/Screenshot+2026-09-02+at+1.00.20%E2%80%AFPM.png)
QuickBooks Enterprise Manufacturing Guide [Video]
Get a complete overview and understanding of the intricacies within QuickBooks Enterprise. This tutorial has a general overview, details on industry areas, preferences, customers, vendors, inventory, employees, reporting, and more fun tips!
![QuickBooks Desktop Invoice Reminders [Video]](https://images.squarespace-cdn.com/content/v1/5f3134cbe3264f3aee755c45/1605207925752-Z6ONJD32LYAFC7KORZ6S/katie%27s+desk3.png)
QuickBooks Desktop Invoice Reminders [Video]
In this video, we describe how to go over automatic (or as automatic as possible) invoice reminders for your customers using QuickBooks Desktop. There’s a bit of nuance, but once completed, the software will draft the invoice reminders for you and remind you to send them.
Strategic Planning is not just for the Fortune 500
As the leaves turn and the seasons change, pumpkin spice starts peppering desks, and the accounting staff start prepping for end of year, another project hits my desk. Every October through November I take the time to revise our yearly strategic plans for the following year. This year’s looks considerably different from last, given the pivots that took place in March, but many things remain the same.
QuickBooks Enterprise Express Pick and Pack
QuickBooks Enterprise Express Pick and Pack was enhanced in QuickBooks Enterprise Version 2020. While only available in the Platinum (Advanced Inventory) Edition, it is meant to save you time when building out roles, and when switching roles, for picker ad packers, as well as associated actions and approval processes.
How to Update Your Unemployment Rate in QuickBooks Online Full Service Payroll
We’ve been fielding some questions about updating unemployment rates in QuickBooks Online when you have Full-Service Payroll. Let’s talk about how to update your unemployment rate in QuickBooks Online Full Service Payroll.
![QuickBooks Online Automatic Invoice Reminder Emails [Video]](https://images.squarespace-cdn.com/content/v1/5f3134cbe3264f3aee755c45/1599775270898-PAW6NHWSOIJXFLEJYLVR/Katies+Desk+Slide.jpg)
QuickBooks Online Automatic Invoice Reminder Emails [Video]
Automated Invoice reminder emails are set up differently in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Desktop. These videos go through the two different avenues to send automated reminders to your customer when their payment is due on the QuickBooks Online platform. I will add another post with the QuickBooks Desktop method soon.
Data File Fragments and How to Fix Them
As you can imagine, the more fragments you have the more of a maintenance issue you have. The lower the number the better it is. The magic number is under 20, but if you are over this then it isn’t the end of the world. You are just in the yellow zone. The fewer fragments you have the quicker that the file can be read. File fragments in and of themselves are not the problem – you will never have 0 fragments. They are just one of the gauges to measure file health (highest I’ve seen was over 300, and that was a rough one!).
Setting Up Warehouse Worker Users in QuickBooks Enterprise
I have the inventory scanner, barcode scanner, setting up the Advanced Inventory preferences…everything… NO USERS.
So, we are about to fix that.
FAQ
Frequently Asked Questions
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Guides, comparisons, checklists, video tutorials, and client case studies covering QuickBooks, Xero, Zoho, ERP systems, inventory software, and general accounting topics for small and mid-sized businesses.
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Certum's own accounting and ERP consulting team writes everything here, based on client implementations we've actually done — not generic outside content.
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All three, plus Odoo, Cin7, Katana, and other ERP and inventory platforms. Certum is vendor-neutral, so the content reflects what actually fits different business situations, not one software brand.
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Everything in the resource library — guides, checklists, comparisons, and downloads — is free to read and download, whether or not you're a Certum client.
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New guides and comparisons are added regularly, and existing posts are updated when software pricing, features, or plans change (like the 2026 QuickBooks Online price increase).
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Start with the Software Comparisons category, or book a free consultation and tell us where you're at — we'll point you to the right guide or give you a direct answer.
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Yes. Contact us at help@certumsolutions.com with what you'd like covered.
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Our most-requested guides, tools, and breakdowns — picked for businesses actively evaluating software, cleaning up their books, or getting ready to scale.
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