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Nov 14, 2019

How to view the Profit and Loss (Accrual vs Cash) side by side in QuickBooks Online (QBO)

By | 2019-11-14T09:54:11-06:00 November 14th, 2019|QuickBooks Online|0 Comments

One of my favorite tricks when working with QBO is to have multiple windows opened when working. I want to share with you a trick that works in the Chrome browser. When you want to open up another section of the software you will need to hold down the control key as you click on the link. Watch this video tutorial where I show you how to run 2 reports side by side.

Oct 15, 2019

How to run the “Transaction List by Customer” report in QuickBooks Online (QBO)

By | 2019-10-15T07:36:26-06:00 October 15th, 2019|QuickBooks Online|0 Comments

In this video, I show you how to customize the Transaction List by customer report. I like this report because you can display subtotals of each customer income and expenses. You will learn how to filter the report by dates and customers you want displayed in the report. Then learn how to export the report via email, pdf or Microsoft Excel.