Tips, Tricks & Articles

Take the QuickBooks Check-up

5 things you should know when you buy QuickBooks for the first time

Looking for something? - Are you having trouble finding where you entered a check, bill payment or deposit? Perhaps the transaction was entered in the wrong account or with the wrong date, so it’s not where you might expect.  Fortunately, QuickBooks has a powerful Find feature to help you uncover a wide variety of transactions.

Automate Frequent Tasks - Memorize transactions that occur on a regular basis, including Internet access fees, rent, loan payments, monthly invoices and more.

Customizing the Icon Bar - Make frequent tasks just a click away by adding them to your Icon Bar. It’s the easiest method for tasks like paying bills, receiving payments or making deposits.

Date Shortcuts - Enter dates quickly using these keyboard shortcuts

Fiscal Year End Tips - Regardless of when you end your year, there are a few steps you should take to help prepare your books for taxes:

6 Common Mistakes - Unsure if you need professional help? Here are 6 common areas where users frequently make mistakes. Ask yourself these questions and you’ll find your answer.