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The Basics of Getting Around in QuickBooks Desktop: Home Screen and Navigation

Ready to learn the basics of navigating the QuickBooks Desktop — and stop feeling frustrated as you waste more time? It’s very tough to dive right in and feel completely comfortable navigating QuickBooks Desktop — I remember giving that a try years ago when I was first getting started… and it didn’t go so well.…

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Charts of Accounts: Getting Familiar With The Backbone of Your Accounting System

Are you ready to feel completely at home using the chart of accounts in QuickBooks Desktop? It’s essential to get comfortable with the chart of accounts — it’s no less than the backbone of your accounting system.  Chart of accounts is a complete list of categories for tracking your financial information. QuickBooks uses this list…

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QuickBooks Online vs. QuickBooks Desktop — Which Is Best For You?

QuickBooks Online vs. QuickBooks Desktop — which is best for contractors? I have a confession to make: I love them both!  I’m passionate about helping bookkeepers, contractors — and those who find themselves acting as bookkeepers — get the reports and numbers they need out of QuickBooks so they can make smart decisions. Keep on…

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New Receipts Feature in QuickBooks Online August 2019

I am LOVING the new Receipts feature in QuickBooks Online. I think it’s one of the best new features they’ve added in a long time. In this short video, I’ll do a little demo and share with you some of my insights about it.

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Transfer Credits Between Jobs – NEW 2019 QBDT Feature

I’m a little let down by the lack of new features in QuickBooks Desktop 2019, but there is one that is really exciting and LONG overdue – the ability to transfer credits between different jobs. You may or may not have had to deal with this, but for those who have, it’s been a real…

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