Category Archives: Features

Filter to Find What You Want

QuickBooks makes it easy to find information with their Filters.  A filter simply limits what you see (i.e. filters out what you don’t want) so you see only what you want to see.   Both the Find Feature and reports in … Continue reading

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A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

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Commonly Overlooked Features in QuickBooks Pt 2

Last time I wrote about useful features that many don’t know exist.  So, today’s article takes a look at more features you might find helpful. Workers Comp – If you use Intuit Payroll, you might like the Workers Comp feature … Continue reading

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Commonly Overlooked Features in QuickBooks Pt 1

I frequently see that there are features in QuickBooks that can be very useful but clients frequently are unaware of their existence or how they can help. So, today’s article takes a look at several features you might find helpful. Continue reading

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5 Fast Ways to See Key Reporting with Quickbooks

You’re busy, you have information you need to see, but don’t want to spend all day getting it. Especially during your busy season! Here are 5 ways you can view multiple reports quickly. Continue reading

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5 More Ways to Get Paid Faster Pt. 2

These reports and features in QuickBooks can you get paid faster. Continue reading

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QuickBooks Setup For Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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Automate Sending Reports with the New Scheduled Reports in QuickBooks 2017

Do you need to send a business partner, boss, accountant or board members reports on a regular basis? Don’t you wish you could automate that? Now you can with the new Scheduled Report feature in all desktop versions of QuickBooks! I’ll … Continue reading

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Save Time With QuickBooks 2017

I know some of you go by the “every 3 year” plan, but I’m a big proponent of checking out the new features every year to see if the new version would be beneficial for you. When the batch timesheets … Continue reading

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QuickBooks Desktop vs. QuickBooks Online

If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it would be better to move to QuickBooks Online (QBO) so you have remote access and because 3rd party products are saying Desktop QuickBooks (QBDT) is … Continue reading

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