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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.

Sep 30, 2019

How to use the Xlookup in Excel

By | 2019-10-31T15:29:17-06:00 September 30th, 2019|Excel|2 Comments

The new Xlookup formula is a brand new formula that can replace the use of Vlookup. It searches down or across to find the value you want and then returns a value within the return range. Take a look at my video to see it in action.

Sep 30, 2019

“Discoveries, Inventions, and Improvements” by Abraham Lincoln

By | 2019-10-31T15:30:12-06:00 September 30th, 2019|Productivity Hacks|0 Comments

I am reading through the complete works of Abraham Lincoln's writings, which include all his speeches and letters. It is a fascinating journey stepping into Lincoln's mind. I count it as a gift to receive this learning rich learning experience. Currently I'm on volume 5 of 12. I've been reading about 5-15 minutes a day in during my morning reading habits which I began on Jan 1, 2018. What follows below are 3 of my favorite passages from the lecture "Discoveries, Inventions, and Improvements" which Lincoln delivered in neighboring towns in 1859 and before the Springfield Library Association, on Feb 22, 1869. I've also scanned the text and made available here for anyone who wants [...]

Aug 30, 2019

My QBO cleanup secrets

By | 2019-09-30T16:39:22-06:00 August 30th, 2019|QuickBooks Online|0 Comments

There often is a lot of work that goes with doing a QBO cleanup project. I've seen a lot and have learned a lot. Really it comes down to not being organized at the chart of accounts in the beginning. The good news is that you can do a cleanup but it takes a highly specialized skillset to do so. This video will share some of my secrets to doing QBO cleanups.

Aug 23, 2019

How to fix undeposited funds in QuickBooks Online (QBO)

By | 2019-09-27T12:17:22-06:00 August 23rd, 2019|QuickBooks Online|0 Comments

The undeposited funds is used as a holding account that can store checks you received from customers but have not yet deposited them to the bank. When you make a bank deposit of several customer payments by check or cash then it can be done in QBO in an organized way using the undeposited funds. This video will teach you how to troubleshoot the bank feeds in matching your bank deposits.