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
Video: Adding a logo and changing fonts in Layout Designer
February 21, 2012 By Leave a Comment
You QuickBooks for Mac users are a creative bunch, and you want the forms you send out for your business to show that creativity. You can customize any of your forms, like invoices and estimates, with Layout Designer. We'll be adding more videos … [Read more...]
Printing checks and other forms in a batch
February 15, 2012 By 3 Comments
If you ever wondered if you could print checks or other forms all together in a batch, here's how you do it. Video script: Hi. I’m Shelly with the QuickBooks for Mac team. Last week a I got a great question from one of our users. She asked … [Read more...]
Add a report or any window to your toolbar
January 2, 2012 By Leave a Comment
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 3 Comments
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 17 Comments
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 7 Comments
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
September 26, 2011 By Leave a Comment
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. Video script: Hi, my name is Ro, and I'm on the QuickBooks for Mac team. Today I'm going to … [Read more...]
Import lists into QuickBooks with IIF
July 7, 2011 By 10 Comments
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
June 30, 2011 By Leave a Comment
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 QuickBooks. Video script: Hi, I’m Shelly … [Read more...]
Exporting contact info for Mail Merge
June 26, 2011 By Leave a Comment
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...]
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