Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the last article in a series about moving your historical data into QuickBooks. In previous articles, I gave you an overview … [Read more...]
Making the move, Part 3: Enter customer transactions
Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the third in a series of articles about how to get your historical data into QuickBooks. In my first two articles, I gave you a … [Read more...]
Making the Move, Part 2: Entering vendor transactions
Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the second in a series of articles about how to get your historical data into QuickBooks. In my first article, I gave you a … [Read more...]
Making the move, Part 1: Entering historical transactions into QuickBooks
Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other Author's Note: This is the first—a brief overview—in a series of articles explaining how to get your business history into … [Read more...]
QuickBooks checklist: Periodic tasks that make your life easier
You know how if you don't keep up with the housework, things getting out of control and pretty soon you're spending all weekend doing 500 loads of laundry? You may be thinking, "If I'd just taken a few minutes to do the little things, I wouldn't be … [Read more...]
Video: QuickReport is an easy way to get to report data
The QuickBooks for Mac team shows you a feature you may not know about: QuickReport. You can access QuickReport in many of the lists in QuickBooks to get to report data without having to go to the Reports … [Read more...]
Video: Overview of the Customer Center
In this video, I show you how to add customers and jobs using the Customer Center. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. We’re going to dig into … [Read more...]
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