Tips and tricks


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How are you doing in comparison to other businesses? Find out.

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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

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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...]

Geting ready for your CPA: QuickBooks Year-End Checklist

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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

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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

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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

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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

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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

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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...]

Two-minute tips: Finding stuff

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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 with … [Read more...]

Importing PayPal transactions into QuickBooks for Mac

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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...]

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