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An Easy Way to Get Answers to Your QuickBooks Desktop Questions

By Scott Meister, CPA | May 17, 2018

If you’ve ever had a question while using QuickBooks you can easily ask the question and get an answer quickly with their Help function right in QuickBooks. This is very convenient and really helpful.To do this, from the menu bar click Help (1) and click QuickBooks Help (2). Once the Have a Question? window displays, type…

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Current Day/Today Date QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | May 16, 2018

While the cursor is in the date field on a transaction or report, you can quickly access the current day (Today) by simply clicking the T key on your keyboard. The next time you need to access the current day (Today) in QuickBooks® Online, try using the keyboard shortcut T.

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Normal Balance: Owners’ Equity

By Scott Meister, CPA | May 11, 2018

Like Liability Accounts, the normal balance of an Owners’ Equity Account is a Credit. So, if you have $250 in Retained Earnings, it means you have a $250 Credit in the Retained Earnings account.

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Last Day of Week Date QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | May 9, 2018

While the cursor is in the date field on a transaction or report, you can quickly access the last day of the week by simply clicking the K key on your keyboard. The next time you need to access the last day of the week in QuickBooks® Online, try using the keyboard shortcut K.

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April 2018 Update

By Scott Meister, CPA | May 6, 2018

Tax season is over and there’s a sense of relief which is always welcome after busy season.  Despite not preparing income tax returns, I’m still very active with helping clients prepare their info for tax prep.  It’s nice to turn down the intensity level for a bit and focus on more projects. Here’s what’s coming…

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Normal Balance: Liabilities

By Scott Meister, CPA | May 4, 2018

The normal balance of a Liability Account is a Credit. So, if you owed $750 to someone in the form of a Notes Payable, it means you have a $750 Credit in the Notes Payable account.

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Attaching Files to Checks in QuickBooks Desktop

By Scott Meister, CPA | May 3, 2018

QuickBooks allows you to attach files to checks. This is a really cool feature that allows you to treat QuickBooks like a filing cabinet and the best part is it allows you to link thereceipt/invoice to the check that paid it….no more guessing if this was the check that paid the invoice or if it was…

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First Day of Week Date QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | May 2, 2018

While the cursor is in the date field on a transaction or report, you can quickly access the first day of the week by simply clicking the W key on your keyboard. The next time you need to access the first day of the week in QuickBooks® Online, try using the keyboard shortcut W.

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Normal Balance: Asset

By Scott Meister, CPA | Apr 27, 2018

The normal balance of an Asset Account is a Debit. So, if you had $1,000 in a bank account, it means you have a $1,000 Debit in the bank account.

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