QuickBooks tip: Save time by filtering customer, vendor, and inventory transactions
Take advantage of the filtering tools that are built directly into your customer and vendor centers and you will save time right away.
QuickBooks tip: Use 'customer type' field for better tracking and reporting
It’s little used, but very powerful within QuickBooks. It’s the “customer type” field. This often overlooked field can add a whole new dimension to your QuickBooks customer data.
Outgrowing QuickBooks? Let experts ask you one question before making a change
As a business using QuickBooks grows and matures it is necessary to ask if QuickBooks is the appropriate financial system going forward. When clients engage with Peak Advisers regarding this concern we typically respond with one question.
QuickBooks tip: Understand and use the Closing Date feature
When we’re talking about setting up “best practices” within QuickBooks, one of the best tips is knowing the effective use of the closing date feature.
QuickBooks Online tip: Get quick access to shortcut keys
There is a quick way to get access to helpful shortcuts in QuickBooks Online. Just press CTRL + ALT + ? at the same time to access it.
QuickBooks tip: Use customer type field for better tracking, reporting
Here is a little used but very powerful field within QuickBooks – the customer type field. Often overlooked, this field can add a whole new dimension to your QuickBooks customer data.