September 30, 2021

Michael Wallace

QuickBooks tips

Ready to reconcile in QuickBooks? How to prepare

September 30, 2021

Michael Wallace

QuickBooks tips

Ready to reconcile in QuickBooks? How to prepare

It may be one of your least favorite accounting tasks. But account reconciliation is easier if you get ready for it.

August 30, 2021

Michael Wallace

QuickBooks tips

QuickBooks Tip: 'Schedule Pay' feature on invoices helps you get paid

August 30, 2021

Michael Wallace

QuickBooks tips

The “Schedule Pay” function on QuickBiooks invoices helps your customers pay on time by allowing them to choose the date they would like to pay, right when they view the invoice. Your customer chooses any date to pay up until the due date of the invoice.

July 30, 2021

Michael Wallace

QuickBooks tips

QuickBooks Tip: Take advantage of the Quick Report feature

July 30, 2021

Michael Wallace

QuickBooks tips

QuickBooks Tip: Take advantage of the Quick Report feature

Sometimes you just need to see the activity of a customer, vendor, or item quickly. Enter the QuickReport.

June 30, 2021

David Mitchell

QuickBooks Desktop, QuickBooks Online, QuickBooks tips, QuickBooks training

QuickBooks Tip: Turn on the "Press Enter Key" preference

June 30, 2021

David Mitchell

QuickBooks Desktop, QuickBooks Online, QuickBooks tips, QuickBooks training

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!

May 28, 2021

Michael Wallace

QuickBooks tips, QuickBooks training

QuickBooks Tip: How to easily import customer, vendor, inventory information

May 28, 2021

Michael Wallace

QuickBooks tips, QuickBooks training

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.

April 27, 2021

Michael Wallace

Payroll, QuickBooks tips

Automatic updates feature in QuickBooks Payroll important for compliance

April 27, 2021

Michael Wallace

Payroll, QuickBooks tips

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.

April 27, 2021

Bruce Peterka

QuickBooks tips

QuickBooks tip: Save time by filtering customer, vendor, and inventory transactions

April 27, 2021

Bruce Peterka

QuickBooks tips

Take advantage of the filtering tools that are built directly into your customer and vendor centers and you will save time right away.

March 30, 2021

Bruce Peterka

QuickBooks Desktop, QuickBooks Online, QuickBooks tips, QuickBooks training

QuickBooks tip: Use 'customer type' field for better tracking and reporting

March 30, 2021

Bruce Peterka

QuickBooks Desktop, QuickBooks Online, QuickBooks tips, QuickBooks training

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.

February 24, 2021

David Mitchell

Accounting help, QuickBooks tips, QuickBooks

Outgrowing QuickBooks? Let experts ask you one question before making a change

February 24, 2021

David Mitchell

Accounting help, QuickBooks tips, QuickBooks

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.

January 4, 2021

Bruce Peterka

QuickBooks tips

QuickBooks tip: Understand and use the Closing Date feature

January 4, 2021

Bruce Peterka

QuickBooks tips

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.

November 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training, QuickBooks Online

QuickBooks Online tip: Get quick access to shortcut keys

November 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training, QuickBooks Online

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.

October 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training

QuickBooks tip: Use customer type field for better tracking, reporting

October 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training

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.

Ready to reconcile in QuickBooks? How to prepare

QuickBooks Tip: 'Schedule Pay' feature on invoices helps you get paid

QuickBooks Tip: Take advantage of the Quick Report feature

QuickBooks Tip: Turn on the "Press Enter Key" preference

QuickBooks Tip: How to easily import customer, vendor, inventory information

Automatic updates feature in QuickBooks Payroll important for compliance

QuickBooks tip: Save time by filtering customer, vendor, and inventory transactions

QuickBooks tip: Use 'customer type' field for better tracking and reporting

Outgrowing QuickBooks? Let experts ask you one question before making a change

QuickBooks tip: Understand and use the Closing Date feature

QuickBooks Online tip: Get quick access to shortcut keys

QuickBooks tip: Use customer type field for better tracking, reporting

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