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 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),...
by Scott Meister, CPA | Nov 1, 2018 | QuickBooks® Desktop, Small Business
If you don’t use the reminder page in QuickBooks, you’re missing out. It is one of my favorite pages and I use it to help me prioritize tasks in QuickBooks. A neat feature available in QuickBooks is the ability to set the reminder screen to display each...
by Scott Meister, CPA | Oct 18, 2018 | QuickBooks® Desktop, Small Business
This is a rather easy Tuesday Tip, but sometimes the easy ones are most overlooked:‑) Spell checker is a great asset to QuickBooks and can be turned on or off, although I’m not sure why you’d turn it off. To do this, click on Edit in the menu bar (1), select...
