Small Business
July 2018 Update
Here’s what happened in July and some plans for August. In July, nearly 100 students enrolled in my new video training course 7 Ways to Improve your QuickBooks® Workflow! This is a great course if you’re new to QuickBooks® Online or want to learn some time-saving tips. Click the link below for more details. Students are…
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Copy Text in QuickBooks® Online Keyboard Shortcut
Just thought I’d share a favorite shortcut I use daily. It’s one of the many keyboard shortcuts available in QuickBooks® Online, Ctrl + C. This shortcut works in other programs as well, but the next time you need to copy text in QuickBooks® Online, try using the keyboard shortcut Ctrl + C.
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How to Set a Vendor Record to be Eligible for a 1099 in QuickBooks Desktop
By default, QuickBooks sets each Vendor record to “Not eligible to receive a 1099.” So, if you have Vendors that may need to receive a 1099, you’ll have to set each Vendor record accordingly. To set a Vendor to be eligible to receive a 1099, while in the Vendor Center double click on the Vendor…
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Save and Send Invoice QuickBooks® Online Keyboard Shortcut
Sending invoices is extremely easy in QuickBooks® Online. Use the keyboard shortcut Ctrl + Alt + M (Ctrl + Option + M for Mac users) and your invoice will be sent to your customer.
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Save and Close Transaction QuickBooks® Online Keyboard Shortcut
QuickBooks® Online allows you to Save and Close a current transaction by clicking the button, OR you can simply use the keyboard shortcut Ctrl + Alt + D (Ctrl + Option + D for Mac users). The next time you want to quickly Save and Close a Transaction in QuickBooks® Online, try using the keyboard…
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How to Set the Default Payment Terms for a Vendor in QuickBooks Desktop
Setting the default payment terms for a vendor comes in handy when you’re inputting bills. Once set, the payment terms will automatically populate on the bill when the vendor name is selected from the Vendor dropdown on the Enter Bills screen. To set the default payment terms for a vendor, while in the Vendor Center…
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Save and Create New Transaction QuickBooks® Online Keyboard Shortcut
QuickBooks® Online allows you to Save a current transaction and create a new transaction by clicking the button, OR you can simply use the keyboard shortcut Ctrl + Alt + S (Ctrl + Option + S for Mac users). The next time you want to quickly Save and Create a New Transaction in QuickBooks® Online,…
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Cancel out of a Transaction QuickBooks® Online Keyboard Shortcut
Instead of clicking the Cancel button on a transaction screen in QuickBooks® Online, you can simply use the keyboard shortcut Ctrl + Alt + C (Ctrl + Option + C for Mac users). You’ll accomplish the same result a little quicker. The next time you need to Cancel out of a Transaction in QuickBooks® Online,…
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June 2018 Update
Just wanted to share some news about what happened in June and plans for July. At the end of June my new video training course 7 Ways to Improve your QuickBooks® Workflow was completed and published! It’s nearly an hour in length and covers seven changes/techniques to improve your workflow in QuickBooks® Online Essentials or QuickBooks® Online…
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QuickBooks® Check Printing – How to Align Pre-Printed Checks in QuickBooks Desktop
Updated January 6, 2021 When planning to print checks in QuickBooks® Desktop, there are a few things you’ll want to know like… Where to Order Business Checks Searching online to find a reputable source for business checks with fraud-prevention security features that will work with QuickBooks® Desktop can be overwhelming. So you’ll be happy to…
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