Excel Quick Start Guide
If you are new to Excel and are struggling to understand the basics let me share with you a downloadable guide that will help. Access your Excel Quick Start Guide here.
Nov
15, 2019
Nov
14, 2019
How to view the Profit and Loss (Accrual vs Cash) side by side in QuickBooks Online (QBO)
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.
Nov
12, 2019
Bank Feeds in QBO tutorial
Unleash the power of the modern bookkeeping era with bank feeds. QBO has over 16,000 banks that participate in its bank feeds. Bank feeds help you add or match transactions to your checking and credit card registers.
Oct
31, 2019
Tracking Accounts Receivable in QBO
Accounts receivable is a big deal for many small business owners. Learn how to run the aging accounts receivable report in QuickBooks Online.
Oct
30, 2019
How to report net profit margins in QuickBooks Online (QBO)
It's important to understand the ratio of your bottom line and the top line revenue number. Net profit margin is a formula that is important to compare to prior periods to determine if you are growing or falling. Watch this video to learn how to display the profit margins ratio in Quickbooks online reports.
Oct
15, 2019
How to run the “Transaction List by Customer” report in QuickBooks Online (QBO)
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.