Small Business

Updated January 6, 2021 If you’re feeling like the reports you generate in Quickbooks® Desktop are hard to read, you are not alone! Everyone appreciates it when the information on their computer screen is easy to read. But if you have less than perfect eyesight, it’s even more important! According to the Web Content Accessibility…

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 see more Expense/Item lines on a check.…

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) within certain ﬁelds. This can greatly increase your productivity, especially if you…

Notes, Customer, Vendor, QuickBooks, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise

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 “OK” button (3). A Note Icon will appear next…

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, instead of twice. To do this, click on Edit (1)…

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 Edit in the menu bar (2), and then click Change…

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 section (3), and click the OK button (4).Your…

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 ﬁle into the Attachments window (2), and click the Done…

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 scott@qbscott.com with any questions you have. Source: business.com | Re-Post…

Updated January 6, 2021 Ever need to print more than one report at the same time? Unless you’re an accountant who loves looking at financial information all day long (like me), you probably want to get into QuickBooks®, do what you need to do, and get out as quickly as possible. Trust me, I love…

Quickly Increase the Font Size for a Report in QuickBooks Desktop

Two Ways to Increase the Work Area on a Check in QuickBooks Desktop

Speed up Basic Math Functions in QuickBooks Desktop

Remembering Customer and Vendor Information with Notes in QuickBooks Desktop

Fast Way to Modify Reports in QuickBooks Desktop

Organize Bank Accounts by Color in QuickBooks Desktop

Customize Report Headers in QuickBooks Desktop

How to Attach Vendor Files in QuickBooks Desktop

The Top Accounting Challenges Small Businesses Face

How to Print Multiple Reports at Once in QuickBooks Desktop