by Scott Meister, CPA | Jan 10, 2019 | QuickBooks® Desktop, Small Business
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,...
by Scott Meister, CPA | Dec 27, 2018 | QuickBooks® Desktop, Small Business
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...
by Scott Meister, CPA | Dec 13, 2018 | QuickBooks® Desktop, Small Business
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...
by Scott Meister, CPA | Nov 29, 2018 | QuickBooks® Desktop, Small Business
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...
by Scott Meister, CPA | Nov 28, 2018 | Small Business
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...
by Scott Meister, CPA | Nov 15, 2018 | QuickBooks® Desktop, Small Business
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),...
