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.
QuickBooks essentials
Most recent articles
Importing items into QuickBooks
March 20, 2013 by
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 … [Read more...]
Sharing your QuickBooks file across networks
December 19, 2012 by
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
August 24, 2012 by
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
April 9, 2012 by
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
March 26, 2012 by
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...]
Video: How to Use theLayout Designer
February 21, 2012 by
If you want the forms you send out for your business to be a bit more creative, you can customize your forms with Layout Designer. In this video, you'll learn the basics that you need to get … [Read more...]
Add a report or any window to your toolbar
January 2, 2012 by
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
November 16, 2011 by
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
November 1, 2011 by
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
November 1, 2011 by
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...]
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