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QuickBooks Tips & Tricks
How to add and track PPP Loans in QuickBooks
If you are looking for some guidance with adding and tracking your PPP (Paycheck Protection Program) Loan, here are some ideas for you. How to enter the Loan/ Funds How to Track expenses using Classes How to Track expenses in the Bank Account Reports for both Payroll...
Ready to figure our QuickBooks on your own? – Grace’s Story
Are you having a hard time getting on the same page with your bookkeeper or CPA, so you’ve decided to learn QuickBooks yourself? You've searched all over Google and got some answers but you’re not grasping the full picture... Can you relate? If so, Grace’s story is...
Every mistake in QuickBooks is fixable – Wendy’s Story
Do you ever think to yourself, I’m terrible with numbers, I don’t know if I’m ever going to understand QuickBooks? That’s exactly how Wendy felt after she started helping her son-in-law’s plumbing business and they received a tax bill for thousands of dollars more...
Do you need to reconcile if you’re using the Bank Feed in QuickBooks
So what is a bank reconciliation? It's when you compare your bank statement with what you have entered in QuickBooks. Whether you use a bank feed or not you need to reconcile. It's the only way to keep from making mistakes. If you have old transactions, this is a...
How to add details inside the check register in QuickBooks
Do you prefer to use the check register and wish you could add more details? Guess what... You can! In this video, I'll show you how to use the "splits" feature to add the details you want. This is also useful for adding customers for job costing or classes for...
Trying to process your Payroll Forms and they Disappear in QuickBooks
Do you have enhanced payroll in QuickBooks and you process your own forms and now they've disappeared? This happens to me after every update. In this video, I will show you a quick fix. If you want additional support processing your Year-End Forms check out...
Does Confidence with QuickBooks work?
Are you trying to decide if Confidence with QuickBooks is right for you? Maybe you're new to QuickBooks and feel overwhelmed trying to begin... Or, maybe you've been using QuickBooks for a while and still feel unsure using the software... Sound familiar? Whether...
Do you have an accounting degree and still feel unsure how to use QuickBooks?- Holly’s Story
Do you have an accounting degree and still feel a little lost using QuickBooks? I'd love to share Holly's experience with you. She has taken QuickBooks classes before and even has an accounting degree, and yet she still felt a little unsure how to enter transactions...
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Inspiration & Empowerment:
Creating Confidence Through Competence
Have you ever felt nervous about taking on a new client? Unsure if you have the skills? I would love to share a little snippet from a call with one of my mastermind members. Tell me, what's the one thing you've been putting off doing because of a lack of confidence?...