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QuickBooks Tips & TricksΒ
How to Set Up Products & Services in QuickBooks Online
If your income in QuickBooks never seems to land where it should, it's easy to assume you entered something wrong. That's usually not it. π² The real issue almost always traces back to one place: how your Products and Services are set up behind the scenes....
Why Reconciling Matters (Not Just How)
Have you been skipping your reconciliations, or doing them without ever quite understanding why they matter? π€ It's one of the things I hear from QuickBooks users often, usually because they just don't understand why it matters. Reconciling is comparing what happened...
5 Signs Your QuickBooks Wasn’t Set Up Right (And How to Fix It)
Have you been using QuickBooks for a while, but when you open it up, something may feel off? π It comes down to this. QuickBooks may never have been set up right from the beginning, and that's more common than you'd think. Let me walk you through the five signs to...
How to Record Income in QuickBooks Online (3 Ways)
Have you ever pulled up your Profit and Loss and thought that the income number is higher than what I brought in? π² That one comes up a lot, and it usually is not a QuickBooks problem. It is a doorway problem. There are three different ways to record income in...
How to Enter Expenses in QuickBooks Online the Right Way
Have you ever entered an expense in QuickBooks and had that little flicker of doubt about whether it landed where it belongs? π€ You save it, the screen closes, nothing turns red. So you move on to the next one. Thatβs the part I want to slow down on today. Nothing in...
Chart of Accounts: Why Yours May Be Wrong
Have you been using QuickBooks for years and still have that nagging feeling it was never set up right for your business? π€ That feeling usually traces back to one list. Not your bank feeds, not your reports, the list sitting underneath both of them. Your Chart of...
QuickBooks Modern Reports Explained: The 3 Reports Every Business Owner Should Check
Did you open your reports in QuickBooks recently and think... Wait, these look different? π€ Take a breath. You didn't break anything. QuickBooks moved everyone over to what they call modern view, and the reports got a new look. The worry I hear most is some version of...
How to Find and Fix Duplicate Transactions in QuickBooks Online
You looked at your check register and saw the same transaction show up twice. Same date, same amount, same vendor. And now youβre sitting there wondering... did I actually pay this twice? π€ Most likely, no. But before you go in and delete anything, I want to show you...
Inspiration & Empowerment:
You Can’t Want It More Than Them
Took the kids hiking at Lassen. π My son wanted to climb a rock. I went up first to show him it was safe, then came back down to help him up. His cousins were already at the top cheering him on. And he goes full wet noodle. π Iβm pushing from the bottom, cousins are...









