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...
read more
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...
read more
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...
read more
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...
read more
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),...
read more
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...
read more
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...
read more
9 Accounting Tips For Small Business Owners
Some business owners love going over their books. That way they can see how well the business is doing. Others do not like dealing with the numbers and can get more caught up in the day to day business operations. In doing so, they may neglect their bookkeeping....
read more
How to Turn Spell Checker On/Off in QuickBooks Desktop
This is a rather easy Tuesday Tip, but sometimes the easy ones are most overlooked:‑) Spell checker is a great asset to QuickBooks and can be turned on or off, although I'm not sure why you'd turn it off. To do this, click on Edit in the menu bar (1), select Preferences...
read more
8 Common Accounting Mistakes Small Businesses Make
Accounting errors happen from time to time and many can be avoided if you plan properly. Part of planning is knowing which errors are most common and what to do to avoid making them. This article from The Balance Small Business talks about 8 of the most common...
read more
