by Scott Meister, CPA | Oct 4, 2018 | QuickBooks® Desktop, Small Business
If you’ve ever received a payment at the time of a sale (instead of invoicing the customer), you’ll want to create a sales receipt. In QuickBooks this is a fairly simple process.From the menu bar click Customer (1) and click Enter Sales Receipt (2). Once...
by Scott Meister, CPA | Sep 20, 2018 | QuickBooks® Desktop, Small Business
Have you ever accidentally added a misspelled word to the dictionary in QuickBooks? If so, it can be somewhat annoying if you see that word surface on a printed invoice. This is an easy mistake to make and of course QuickBooks has a solution. The solution is to remove...
by Scott Meister, CPA | Sep 6, 2018 | QuickBooks® Desktop, Small Business
Have you ever created a check with multiple lines of detail? In those instances it may be beneficial to send a report with all the detail for the check so the receiver can apply payment appropriately. QuickBooks provides a Transaction Journal report that can...
by Scott Meister, CPA | Sep 5, 2018 | QuickBooks® Online, Small Business
Just thought I’d share one of the many keyboard shortcuts available in QuickBooks® Online, Alt + Down Arrow. This shortcut displays the dropdown list when your cursor is on the field. The next time you need to see the options in a dropdown list in QuickBooks®...
by Scott Meister, CPA | Sep 2, 2018 | Accounting, Entrepreneurs, Finance, QuickBooks® Desktop, QuickBooks® Online, Small Business
Here’s what I’ve been up to… The next video training course is still in the works. It’s about Accounting fundamentals; Debits, Credits, Journal Entries, T-Accounts, the Basic Accounting Formula, etc. I’m really excited about this course...
