Tips and tricks


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Video: iCloud Sharing in QuickBooks Desktop for Mac 2019

In QuickBooks 2019, users can utilize iCloud to access their company files from more than one of their devices. Learn more in the following video: https://www.youtube.com/watch?v=i4Vqu9omjCQ Video Script You can now access your … [Read more...]

Video: Email Tracking in QuickBooks Desktop for Mac 2019

In QuickBooks 2019, users can conveniently keep track of their emails with customers. Learn more in the following video: https://www.youtube.com/watch?v=CmWyM8mNk8c Video Script QuickBooks has made it easy to keep track of the emails … [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...]

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...]

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: 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...]

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