QuickBooks FAQs: Help! How can I create a report that will show all bank deposits with a total for a specific month? If I go to Reports > Banking > Deposit Detail to get a report of deposits for the…
QuickBooks Tip – Quick Information on Customers, Vendors or Employees
QuickBooks FAQs: I don’t use Attached Documents so how can I remove the “Attach” column from the customer list? How can I access information or a report on customers, vendors or employees quickly when I’m working with QuickBooks? When working…
QuickBooks Tip – Quick Report on Transactions
Using QuickBooks, how do I get a report of all invoices? How can I see the Sales Receipts (checks, bills, estimates, etc.) that I have entered into QuickBooks? You can get a report on transactions several ways, but I’ll share…
How to create a monthly Profit & Loss report in QuickBooks
Often, I see the question “how do I create a monthly Profit & Loss Statement in QuickBooks”. I thought I’d write a quick post to show you how to do it. You can use this same method on the Balance…
Great Deal on QuickBooks Pro 2011 – 2008 will Sunset in May
Right now Costco and Sam’s Club have QuickBooks Pro 2011 for about $100 while supplies last. This is a great deal and I would encourage you to spread the word! QuickBooks 2008 and QuickBooks for Mac 2007 will be sunset…
Plan for a Successful and Prosperous New Year
I hope everyone has a Merry Christmas or Happy Holidays and enjoys time with family and friends! As we approach the new year, many people start thinking about New Year’s Resolutions. I would like to encourage you to set some…
Intuit’s New Concept – QuickBooks SharedBooks
As I mentioned in my last post, I was thrilled to be invited to attend the Intuit ProLine Productivity Expo and Accountant 2020 Think Tank. Intuit shared with us some products and services that are in the concept stage, beta…