Tips and tricks


Most recent articles



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 … [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...]

Ask Addy: Favorite tips and tricks

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Editor’s note: Dear Addy is an advice column on using QuickBooks for Mac. This is a place to answer your direct questions about QuickBooks and share them with other users. If you have a question for Addy, click We want to hear from you in the … [Read more...]

QuickBooks checklist: Periodic tasks that make your life easier

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You know how if you don't keep up with the housework, things getting out of control and pretty soon you're spending all weekend doing 500 loads of laundry? You may be thinking, "If I'd just taken a few minutes to do the little things, I wouldn't be … [Read more...]

Tips for avoiding some newbie mistakes

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Editor's note: Our friends over at QuickBooks for Windows wrote this piece for Windows users. Seeing a great idea, we ripped it off and Mac-ified it for you. Here's a shout out to the awesome Jonathan Brubaker who created the original article for … [Read more...]