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QuickBooks Tips & Tricks
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...
Do you have a bookkeeper and know things aren’t being done the right way? – Latoya’s Story
Meet Latoya. She hired a bookkeeper and ever since her books were in the red. She joined Confidence with QuickBooks and now clearly understands the "why" behind how to use QuickBooks. Now she knows how to pull her reports, determine what needs to be fixed and go in...
Sometimes there’s an easier way to use QuickBooks – Lynne’s Story
Lynn has been working with QuickBooks for a number of years even though accounting isn't her background, education is. When her assistant left the school she works at she inherited the books and had to figure it out. At one point she contacted a woman in her local...
Did you get thrown into the position of being “the bookkeeper” – Kelly’s Story
Do you find yourself saying "I'm not a bookkeeper" You may feel like Kelly. She started helping her company with invoicing and it morphed into her doing the bookkeeping. As her responsibilities grew she realized she needed support. She first tried a "local"...
How do you know your books are set up the right way? – Clara’s Story
Clara started with Quicken about 20 years ago because it was the software her accountant used. When he switched to QuickBooks she had help from him to set it up. She joined Confidence with QuickBooks to verify he was setting it up correctly. She says it was nice to...
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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?...