Checklists make work faster and easier, and even a simple checklist can save you hours of time at year-end. A Year-End Checklist Saves time: Your checklist helps you do each step in order, keep from back-tracking, duplicating work, or doing … [Read more...]
So many choices, Part 1: Customer transactions
This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]
Video: Keyboard shortcuts for entering names and numbers
Keyboard shortcuts are a great way to enter names and numbers quickly and efficiently. With most software programs, I tend to look for keyboard shortcuts to speed things up, and Quickbooks is no exception. If you’re not currently using keyboard … [Read more...]
Online banking: Setting up Direct Connect
Direct Connect is awesome. Once you set it up, you can just automatically download your bank transaction into QuickBooks. Two important things you need to know before you start Not all financial institutions support Direct Connect for QuickBooks … [Read more...]
Video: Receiving payments in QuickBooks 2012
Your customer has sent you a payment. Sweet! Now it's time to record that payment in QuickBooks. In this video, I'll show you how to use Receive Payments to enter money a customer has paid … [Read more...]
Video: Creating a sales receipt in QuickBooks 2012
You're probably already familiar with sales receipts. Just about anytime you buy anything, you get a record of what you've bought and what you paid for those items. In QuickBooks, you can create sales receipts for your customers to track a sale when … [Read more...]
Thanks for everything, Steve
Update: We published this article several weeks ago when Steve Jobs stepped down from his day-to-day position at Apple. And today, so many of us here at Intuit, and especially the Apple team, were saddened to hear about his death. I thought I'd … [Read more...]
Video: How to Search Your Data in QuickBooks Desktop Mac
Searching is a great feature that you can use to find anything in your company file. In this video, you'll see more of how it works. https://www.youtube.com/watch?v=MJ1NU7U-EGI&feature=youtu.be Video script: QuickBooks Desktop Mac provides a … [Read more...]
Writing a check in QuickBooks 2012
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