Small Business
Current Day/Today Date QuickBooks® Online Keyboard Shortcut
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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Last Day of Week Date QuickBooks® Online Keyboard Shortcut
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
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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Attaching Files to Checks in QuickBooks Desktop
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
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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Last Day of Month Date QuickBooks® Online Keyboard Shortcut
While the cursor is in the date field on a transaction or report, you can quickly access the last day of the month by simply clicking the H key on your keyboard. The next time you need to access the last day of the month in QuickBooks® Online, try using the keyboard shortcut H.
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How to Make QuickBooks® More User-Friendly Book
Just thought I’d share a little info about my book, How to Make QuickBooks® More User-Friendly: Simple changes to streamline your workflow in QuickBooks® Desktop. It’s available in eBook, Paperback, and Kindle format. See the description and video about the book below. Streamline your workflow in QuickBooks® with some simple, one-time changes. Follow along as…
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Three Tips to Help You Mind Your Business
Three Tips to Help You Mind Your Business As a small business owner, you need to have a pulse on #allthethings, meaning Human Resources, Marketing, Product/Service Development, and so many other topics… including Accounting. This post will help you Mind Your Business with my three best tips I see people like yourself struggling with every…
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Help Menu QuickBooks® Desktop Keyboard Shortcut
Sometimes you might have questions about something in QuickBooks® Desktop. If this happens try using the keyboard shortcut F1 to access the Help Menu. There are all sorts of resources available in the Help Menu for you to explore.
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Organize your Icon Bar in QuickBooks Desktop
In many instances organization is the key to success…especially when it comes to accounting. With better organization usually comes greater efficiency. QuickBooks is a great software and it allows for great customization which can allow for better organization. One of the features I particularly like is the ability to organize the Icon Bar. The Before…
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