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QuickBooks Tips & Tricks 

Upgrading QuickBooks Desktop Pro vs Pro Plus

Upgrading QuickBooks Desktop Pro vs Pro Plus

Are you thinking about upgrading QuickBooks to a newer version as a Desktop user? Did you know that Intuit has a few options: Pro and Pro Plus? Curious what the differences are and what's best for you? I created this video to help you decide.   Discontinuation...

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Thank you 🙏🏻 Let’s Celebrate together

Thank you 🙏🏻 Let’s Celebrate together

We just hit 2.5 million views on YouTube!! 🎉 💃🏼 Thank YOU so much!!! 🙏🏻 To celebrate we’re doing a GIVEAWAY 🥳 Would you like access to my QuickBooks Simplified Community for a year at no cost? Watch the video below for all the details 👇🏻  You will get an entry...

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How to set closing date in QuickBooks Online

How to set closing date in QuickBooks Online

In this video, you will learn how to set a closing date. This will keep you from accidentally modifying data or entering in a previous period of time that you've already sent off and filed.  Do you ever wonder when to set a closing date? Once you have made the...

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How to track corporate credit card in QuickBooks Online

How to track corporate credit card in QuickBooks Online

Do you want to know how to track corporate credit card in QuickBooks Online? Because you have a business or corporate credit card with multiple users on one account? Here's a how-to video tutorial to learn the best way on how to track corporate credit card. I'll help...

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QuickBooks Vendor Center Mistake or Error

QuickBooks Vendor Center Mistake or Error

Do you know if you have (QuickBooks) Vendor center mistake or error? In this video, I will walk you through the areas to check and what to look for. Let's review and see if you have any errors in your Vendor Center.  Did you pull your Unpaid Bills Report that I...

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Close Equity into Retained Earnings (QB Online)

Close Equity into Retained Earnings (QB Online)

Did you Close Equity into Retained Earnings in QuickBooks for last year? At the end of each year, QuickBooks closes net income into Retained Earnings automatically yet Owner Draws or Shareholder Distributions needs a Journal Entry to be adjusted. I created a "How to"...

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Close Equity into Retained Earning (QB Desktop)

Close Equity into Retained Earning (QB Desktop)

Did you Close Equity into Retained Earning for last year? At the end of each year, QuickBooks closes net income into Retained Earnings yet Owner Draws or Shareholder Distributions needs a Journal Entry to be adjusted. I created a how-to video to explain how retained...

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How to enter Depreciation into QuickBooks

How to enter Depreciation into QuickBooks

Ready to learn how to enter depreciation into QuickBooks? Did you just get your depreciation schedule from your tax professional? In this video, I will share what depreciation is, and how to enter it into QuickBooks both for Desktop and Online users.  Timestamps:...

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Weekly Tips

Weekly Videos with Tips & Tricks for QuickBooks!