Speed up Basic Math Functions in QuickBooks Desktop
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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Remembering Customer and Vendor Information with Notes in QuickBooks Desktop
Ever have a hard time remembering info about a Customer or Vendor? If so, QuickBooks has you covered with Notes! From the Customer or Vendor Center, simply double‑click on the Notes field (1) for the customer/vendor needing the note. Enter the note (2) and click the...
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Fast Way to Modify Reports in QuickBooks Desktop
Do you find yourself frequently changing report settings from the QuickBooks default settings? If so, you can save some time by having the Modify Report Screen come up prior to generating the report. This will save time as the report will only be generated once,...
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Organize Bank Accounts by Color in QuickBooks Desktop
Do you have more than one bank account in QuickBooks? Do you sometimes get confused between the bank accounts when writing checks? If so, QuickBooks has you covered with Account Color! From the Write Check window, select the Bank Account from the dropdown (1), click...
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Customize Report Headers in QuickBooks Desktop
Do you ever have a need to modify the default header of a report in QuickBooks? If so, QuickBooks has you covered with the Customize Report options! From any report, click the Customize Report button (1), click on the Header/Footer tab (2), make changes to the Header...
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How to Attach Vendor Files in QuickBooks Desktop
Have you ever wanted to attach a scanned/emailed bill to a vendor record? If so, QuickBooks has you covered with their attach feature! To attach a file, access the Vendor Center, double‑click on the Attach field (1) for the vendor needing the attachment, drag/drop the...
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The Top Accounting Challenges Small Businesses Face
There are many things a small business owner must focus on including keeping track of the company finances. This article from business.com highlights many of the challenges about keeping the books and how to best overcome them. Please enjoy the article and email me at...
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How to Print Multiple Reports at Once in QuickBooks Desktop
Ever need to print more than one report at the same time? If so, QuickBooks has you covered with their Process Multiple Reports option. To access it, click on Reports in the menu bar (1), select Process Multiple Reports (2), select the reports you want to print (3),...
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6 Advantages of Using Small Business Accounting Software
Small businesses are always looking for ways to save money. One way is to do the accounting work themselves. There are a number of different software packages out there that can meet a small business owner's needs. This article from The Balance Small Business...
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How to Set the Reminder Screen to Display Upon Opening QuickBooks Desktop
If you don't use the reminder page in QuickBooks, you're missing out. It is one of my favorite pages and I use it to help me prioritize tasks in QuickBooks. A neat feature available in QuickBooks is the ability to set the reminder screen to display each time you open...
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