QuickBooks essentials

What are items? What’s a Chart of Accounts? Can I use my QuickBooks file to track my business and personal finances? (Answer: Not a good idea.) QuickBooks Essentials is where you find all of this out. These articles and videos talk about the nuts and bolts of using QuickBooks.


Most recent articles



Converting a QuickBooks file from Mac to Windows (2015)

Let’s face it. Every computer in the whole world is not a Mac. There may be a time when you will need to use your QuickBooks company file on a Windows computer. For example, maybe you need to send your company file to your accountant who uses a … [Read more...]

QuickBooks for Mac 2015 User’s Guide

Download the QuickBooks for Mac 2015 User's Guide … [Read more...]

QuickBooks for Mac 2014 User’s Guide v2

We've revised the QuickBooks for Mac 2014 User's Guide. The new version is dated 30 October; enjoy the most recent copy! … [Read more...]

How are you doing in comparison to other businesses? Find out.

As a small business owner, you’re probably plagued with questions. “Am I overspending on rent?” “Am I spending enough on advertising?” “Is my business bringing in less cash than other businesses like mine?” Where do you find the answers to … [Read more...]

Importing items into QuickBooks

Even though you're new to QuickBooks, you may not be new to running your business. If you have a list of products or services you sell in a spreadsheet, you can import that information into QuickBooks. I'll show you how in this video. Video … [Read more...]

Sharing your QuickBooks file across networks

Have you ever wanted to give your bookkeeper or accountant access to your QuickBooks file while you're still using it? Maybe you want to be able to work on QuickBooks while you’re away from the office. There's a solution! It's called LogMeIn … [Read more...]

QuickBooks for Mac 2013 User’s Guide

The QuickBooks for Mac 2013 User's Guide, Version 2 is here! We've added info about how to use our new-and-improved Reconcile feature, plus instructions on backing up and restoring backed up company files. To download Version 2, click the link … [Read more...]

Video: How QuickBooks can help you remember things

QuickBooks® has two ways to remind you of the things you need to do: reminders and iCal. Reminders list Using reminders. Say you've entered a bill or put something on your QuickBooks® To Do list. These things can then go onto your Reminders list. … [Read more...]

Preparing for Year-End

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...]

Layout Designer: More customization tips for your forms

In a previous video, I showed you how to user Layout Designer to add a logo and change the fonts on your form templates. In this video, I'll show you how to work with objects on the form to get it to look just the way you want them to. Video … [Read more...]

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