How to use the Audit Trail

How to use the Audit Trail

Ever deleted or modified a transaction, then realized you messed up? I have received a few calls from clients who’ve deleted or modified a check, invoice, bill or credit card transaction and then realized, oh no I messed up. Then they call “Candus how do I...
How to use “Undeposited Funds”

How to use “Undeposited Funds”

Do you deposit multiple checks at one time? Undeposited Funds is really made to help you. Once you understand how it, you can save time when matching your deposits in QuickBooks to your bank reconciliation. It allows you to deposit multiple checks into one deposit...
Save Time on Data Entry

Save Time on Data Entry

Are you behind on your data entry or just want a little help to complete it quicker? “Automatically Recall” is a feature I think everyone using QuickBooks can benefit from. It saves a ton of time when I am behind and catching up on a month or two of...
Customize Reports

Customize Reports

This is a little advanced and I am excited to share it with you. Learning how to customize Reports within QuickBooks allows you to really optimize and utilize QuickBooks for your business as a tool. In this video you will learn 2 things. 1.) Creating reports to see...
Customizing Bank Accounts

Customizing Bank Accounts

Often when I go to meet with a client with multiple bank accounts they click on the check register and they say, “oh, not that one! I’m not sure why that one comes up first”….. QuickBooks selects which bank account it pops up, based on two...