/QuickBooks Online

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.

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

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.

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

My QBO cleanup secrets

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.

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