Power Query Split Columns Example
The Power Query feature has a very cool feature called Split Columns. In this example I'll show you how to split your data into columns and rows based off the comma delimiter.
Jun
10, 2020
Mar
5, 2020
Using Tags in QuickBooks Online
I just tested out tags today for the first time and wanted to share my thoughts so far. There are tag groups and tags. I can see that it will be very important to have clearly defined names for the tag groups. Below are the examples of the tag groups. Tutoring (TAG GROUP)Lisa W (tag)Billy C (tag)Steve C (tag)Software Training (TAG GROUP)Excel (tag)OneNote (tag)Outlook (tag)QBO (tag)Word (tag) To get started by adding your tags you click the gear icon and select tags. Add your first tag group. Remember it's super important to plan out your names and have organized group names. When selecting a transaction you can only add 1 tag from each group. Limits [...]
Mar
5, 2020
How to clean up uncategorized assets in QuickBooks Online transfers
A common mistake made in QBO is using the transfer button in the bank feeds for the "uncategorized asset". This video will teach you how to properly make a transfer in the bank feeds. Transfers are used for making credit card payments or moving money from one account to another.
Mar
5, 2020
How to copy an invoice in QuickBooks Online
You will want to click the "more" button at the bottom of the screen to copy an invoice in QBO. Watch to video tutorial to see the demo.
Jan
17, 2020
How to fix rejected bank transfers in QuickBooks Online
If you feel frustrated because you don't know how to fix a rejected or failed bank transfer you are not alone. Thankfully there is a solution on how to get your books back in order if you can follow these steps. Thanks to our friends at Intuit, they have created a through list of sequences you can take to fix it. Here's a link to follow along.
Dec
3, 2019
A double Xlookup example
I'm finding the Xlookup formula keeps on becoming a superpower of all lookups. In this tutorial I'll show you how to use an Xlookup twice to lookup multiple columns.