This video will go over how to use the Merge feature in Power Query. You will learn how to do the following: Left Outer JoinRight Outer JoinInner JoinLeft Anti JoinRight Anti JoinFull Outer Join
This video tutorial will walk you through step by step how to link Gusto to QBO. Setting up your account will properly account for your gross wages and employer company taxes. If you only work off the bank statements, you will understate payroll and overstate payroll taxes. Book a free consult with Steve at www.calendly.com/sequentiasolutions. Start your own Gusto account here https://gusto.com/d/steve11326
This video tutorial will show you how to work with credit memos in QuickBooks Online. The default setting in Quickbooks is to have automatic credits applied to open invoices. If you want to turn off this setting, can click on the gear icon > accounts and settings > advanced > Automation - turn off the "Automatically apply credits" option.
This video will show you how to reconcile the credit card accounts in Quickbooks Online.
There is a cool new feature that allows highlighting and markup on a PDF exported report in QBO. This feature is available in Microsoft Edge browser. Here's a look at the toolbar and features it can do.
This video will show you how to create a Power Query reports from your source data. It will separate the file types based on using a delimeter.