Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. QuickBooks makes it very easy to set up transactions for repetitive use. Here’s how it works. We recommend you use one of QuickBooks’ sample files for this tutorial. Creating a Template Let’s start by creating a repeating […]
QuickBooks Memorized Transactions
Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time, so learning how memorizing transactions can save you more? Making Copies To memorize a transaction, you first need to create a model for it. Let’s say you have a monthly bill for $450 that’s paid to Bruce’s Office Machines. You’d click Enter Bills on the home […]
Creating Meaningful Reports in QuickBooks, Part 1
You’ve probably run at least some basic reports in QuickBooks to see who’s paying you late or whether you have unpaid bills. QuickBooks makes it easy to get those answers in only a few seconds. However, to get really meaningful, targeted views of your accounting information, you’ll want to shape your reports so that they […]
How and Why? Memorize Transactions in QuickBooks
I’m sure one of the reasons you started using accounting software, among many others, was to save time, and QuickBooks has complied. When you create a record for a customer, vendor, item, etc., you rarely — if ever — have to enter that information again; you simply choose it from a list. Time is […]