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...
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...
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 you to...
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)...
by Scott Meister, CPA | Jan 24, 2019 | QuickBooks® Desktop, Small Business
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...
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,...
