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Easy to Find Shortcuts in QuickBooks Desktop

by Scott Meister, CPA | Apr 4, 2019 | QuickBooks® Desktop, Small Business

Shortcuts can greatly improve efficiency. To find shortcuts simply browse the menus in QuickBooks and look to the right of the menu option. If a shortcut is available it will display. See/click on the screenshot below for a couple examples (highlighted in yellow). Hope...

Convenient Open Balance Report in QuickBooks Desktop

by Scott Meister, CPA | Mar 21, 2019 | QuickBooks® Desktop, Small Business

Sometimes you may be looking for outstanding invoices for a customer and maybe you don’t want to generate an Open Invoice Report as it will list ALL customers. What’s a good solution?…Create an Open Balance Report for just one customer. A very simple and quick...

Quickly Increase the Font Size for a Report in QuickBooks Desktop

by Scott Meister, CPA | Mar 7, 2019 | QuickBooks® Desktop, Small Business

By default the content for QuickBooks reports displays at a font size of 8. This small font size may be a little hard for some users to read. A simple (and quick) solution is to increase the font size. To do this, right click on the content of the report (the yellow...

Two Ways to Increase the Work Area on a Check in QuickBooks Desktop

by Scott Meister, CPA | Feb 21, 2019 | QuickBooks® Desktop, Small Business

  In some instances you may need to see more Expense/Item lines on a check. You can see more lines by either clicking on the “Maximize/Restore your work area” button (1) or by clicking on the “Hide/Show the ribbon” button (2). Either of these methods will allow...

Speed up Basic Math Functions in QuickBooks Desktop

by Scott Meister, CPA | Feb 7, 2019 | QuickBooks® Desktop, Small Business

Ever have to do a bunch of math and THEN input the results into QuickBooks? It’s not very efficient and can lead to additional errors. Well, QuickBooks has you covered…they make it easy to do basic math functions (addition, subtraction, multiplication, & division)...
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