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QuickBooks Timesavers

November 14, 2016  |  In QuickBooks

Creating Meaningful Reports in QuickBooks – Part 2 (Customizing)

The actual mechanics of creating reports in QB are fairly straightforward. You can go to the Report Center, make a selection, maybe change the date range, and voila! Your company’s related data appears in neat rows and columns. You may be able to get some of the information you need by changing the date range […]

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July 18, 2016  |  In QB Desktop How To, QBO How To

Personalize QuickBooks and Make It Your Own

Your business is unique so ensure QuickBooks knows how you operate. We recommend you take the time to specify your Preferences. QuickBooks devotes a whole screen to this customization process. You can find it by opening the Edit menu and selecting Preferences.   You can turn features off and on, and customize the software in […]

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March 16, 2015  |  In QBO How To

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 […]

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