Are you behind on your data entry or just want a little help completing it quicker?
“Automatically Recall” is a feature I think everyone using QuickBooks will benefit from.
It saves a ton of time if you’re behind and trying to catch up on a month or two of transactions…
Yes, I get behind too 😉 (this week I’m playing a little catch up prepping for my check-in for Tax Planning)
I use this feature to allow me to fly through my data entry…
**I still verify where everything is going as far as choosing my expense/account.
Looking for the Desktop Version of this video? Click here: https://canduskampfer.com/automatic-recall/
Steps to Use Automatic Recall Feature:
- Go up to the “wheel icon”
- Under “Your Company,” go to “Accounts and settings”
- Choose “Advanced” on the left
- Look under “Automation” and click the “pencil” to edit
- Make sure “Pre-fill forms with previously entered content” is turned on
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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?
Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?
I would love for you to join me on my customizing QuickBooks workshop.
I’ll be sharing:
- The most efficient way to track your Income and Expenses.
- How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
- Where to get the data you need to make the best decisions to grow your business.
And the #1 SECRET to feeling confident at your next tax appointment.
I’m excited to see you on the workshop!
Click here to save your seat → Join My Free Workshop!
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#CandusKampfer
Great Tip!
Hi Franca,
So glad you enjoyed it! ~Kindra/Team Candus