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



Add a report or any window to your toolbar

One of the things I love about QuickBooks is how you can customize it. And the toolbar is one of the things you can customize the most. I got to show off this recently when a customer asked me this question on Twitter: "Can I add a report to my … [Read more...]

Video: New forms put more information in front of you

If you crave information, you'll be like a kid in a candy store with the QuickBooks 2012. Over the last couple of releases, we've been hearing from a lot of users that they need more information in front of them as they do specific tasks. So we … [Read more...]

QuickBooks for Mac Keyboard Shortcuts

Keyboard shortcuts are a great way to get to commands faster and enter data more easily 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 … [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...]

Video: Searching your data in QuickBooks 2012

Search in Quickbooks 2012 for Mac is a great feature you can use to find anything in your company file. In this video, I'm going to show you how it works. https://www.youtube.com/watch?v=YfM4Qd_OTSc Video script: Hi, my name is Ro, and I'm on the … [Read more...]

Import lists into QuickBooks with IIF

When you first start with QuickBooks, there's a lot of data to enter. You need to set up your list of customers, vendors, items (what you sell and buy), and employees. You may also have historical transactions you need to enter. You can always enter … [Read more...]

Two-minute tips: Finding stuff

Facebook users asked for tips, so we're starting a series of videos called "Two-minute tips." Here's the first one where I show you some tips on how to find preferences, reports, names, and data in … [Read more...]

Exporting contact info for Mail Merge

Remember letters? Those things you put in a mailbox and they arrived somewhere else a few days later? Here's how you can export your contact lists in QuickBooks to use with the Mail Merge feature in other programs like iWork's Pages or Microsoft Word … [Read more...]

Importing PayPal transactions into QuickBooks for Mac

PayPal is everywhere. Over eight million businesses use PayPal to process their credit card transactions and the numbers keep growing. Manually recording PayPal transactions in QuickBooks for Mac can be time-consuming and tricky, especially for … [Read more...]

Ask Addy: Printing checks FAQs

Printing is the fastest way to give Addy an Addy-tude. If it's not the arm and a leg I'm spending on printer cartridges (it'd be cheaper to buy a new printer!), it's the paper jams or the blinking light that's obviously something important but dang … [Read more...]

You can also post your own question to the QuickBooks for Mac community.