QuickBooks Tip: Turn on the "Press Enter Key" preference
You’re working in QuickBooks and entering information into an invoice, when in your attempt to move from one field to the next, you innocently tap the Enter key, expecting to move to the next blank field. But wait, the screen has completely disappeared – certainly not the behavior you expected!
QuickBooks Tip: How to easily import customer, vendor, inventory information
Fortunately, an advanced IT degree is not needed to pull customer, vendor, and inventory information into QuickBooks from an external source such as Excel.
Automatic updates feature in QuickBooks Payroll important for compliance
This is a simple tip for users of QuickBooks Payroll that will help make sure payroll operations stay in compliance. Make sure the QuickBooks Payroll automatic updates feature is turned on.
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.