QB QuickTips

QuickBooks® Training Tutorials – One Short Lesson at a Time

  • May 23

    As of May 31, 2013, QuickBooks 2010 and older desktop software is obsolete. Do you need to upgrade to QuickBooks 2013? Or have you been thinking about moving to QuickBooks Online instead?

    Get a peek at what QuickBooks 2013 looks like, how to change how it looks, and even see what key differences there are between QuickBooks desktop software and the Online versions.

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    Are you already using QuickBooks 2013? How do you like it?

    What about QuickBooks Online – have you already moved to the clouds? Which do you like better?

    Let’s discuss how upgrading has affected you and whether it has helped or hindered your business. Leave your comments below.

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  • Jun 21

    Is your QuickBooks company file HUGE and you don’t know what to do about it?

    Do you want to start a fresh new QuickBooks file, but don’t want to go through all the time-consuming setup of re-entering your customers, vendors, chart of accounts and other lists?

    Do you want an extra bit of protection if the IRS ever comes calling and wants to get their hands on your QuickBooks data file? (Yes, they may now request a copy of your QuickBooks company file when auditing your tax return! YIKES!)

    Watch this short video lesson and learn how to improve the situation with all of these issues.

    Related Video:

    How to Close the Books with QuickBooks

  • Feb 21

    Have you even been stuck trying to figure out how to get QuickBooks to do what you want? Did you want to pull your hair out because you couldn’t find a transaction that you knew was in your books….somewhere?

    Well this video is for you! You’ll learn how to get the help you need easily and usually for free. Get the help you need, and get it FAST!

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    Correction: In the video I said that the “QuickBooks Coach” is not available in the 2010 version. That’s not true! It appears that they have only removed it from the sample company files. So if you set up a new company in the 2010 version, you can still take advantage of this handy little training tool. :-)

     

    Resources

    QuickBooks Training Online

    Links mentioned in the video:

    QuickBooks Live Community

    QuickBooks Support

    QuickBook Certified ProAdvisor Database

  • Dec 1

    Here’s another non-scheduled update. This time, it’s for QuickBooks 2009 users.

    As of today, you should start seeing a new update alert from within QuickBooks 2009. But it’s not your typical update, and it IS important that you pay attention to this one.

    Find out what it’s all about and what you need to know in this new video.

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    Here are the Resource Links mentioned in the video:

    QuickBooks Update Webpage (for manual updates)

    NEW! Additional guidance for those using QuickBooks on a network

    Changes to QuickBooks with the R9 Update

    How to Use the Accountant’s Copy (video)

    LogMeIn.com (for remote connection if you are having trouble sending your data file to your accountant, this is a workaround)

  • Aug 6

    This video is very timely, since today a MAJOR maintenance release for QuickBooks 2009 is available for automatic update.

    In this edition, you’ll learn…

    • The difference between an update and an upgrade
    • How to check if your software is up to date
    • The BIG change this latest update has in store
    • How you know when it’s time to upgrade your software

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    Links to resources mentioned on the video:


    What changes are included on the R8 Update

    Download Link for installing the update outside of QuickBooks

    Online Banking videos for 2008 and 2009

    Online Banking 2009 Updates

    Need to upgrade?

    QuickBooks Pro 2009 – Get 1/2 off on Amazon.com right now

  • Jun 29

    One of the BIGGEST problems in QuickBooks is figuring out the proper way to capture your business expenses and then pay your credit card.

    Mystery solved! Watch this mini-lesson to learn just how simple it can be. :-)

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    If you’re wondering about how to record those business charges that were made on your personal credit cards, check out this mini-lesson on paying for business expenses with personal funds

    You can use the exact same procedures, whether you paid for the business expenses out of personal cash or used a personal credit card.

    If you STILL have questions, be sure to post them below, and you may see a follow-up lesson just for you! ;-)

    ~Gabrielle

  • Jun 15

    Do you want to maximize your profits?

    Using the Job Tracking feature in QuickBooks is a powerful way to see exactly which of your customer projects is most profitable…and how to improve your margin on all your projects.

    The latest mini-lesson is for you if you are ready to step up to streamline your production on client work, and thrive.

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    Got questions about how to use Job Tracking in your business? Have suggestions on creative ways to use this feature? I’d love to hear from you!

    Just post your question or comment on this topic using the comment link below my name.

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    I’ll look forward to hearing about the results you’re getting with Job Tracking in QuickBooks! :-)

    ~Gabrielle

  • May 26

    Finally, and EASY way to get your QuickBooks file to your accountant!

    Especially with the size of QuickBooks files getting bigger with time, it can become a real challenge to transfer your financial information electronically to your accountant. And then, when adjustments need to be made, it can be even more difficult to coordinate those changes without losing data or entering transactions multiple times.

    Today’s QuickTip shows you how to solve all those frustrations! :-)

    Watch it now and you’ll learn just how easy it is to work with your accountant and keep your books in tip-top condition.

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    Have you used the Accountant’s Copy in previous versions of QuickBooks and had problems? What other difficulties have you had in sharing your financial information with your accountant?

    I’d love to hear from you! Just comment below to contribute to the discussion and get the kinks worked out.

    ~Gabrielle

  • Mar 31

    As you might imagine, it’s sheer madness right now in the tax preparation world. So, have you filed your tax returns yet, or are you one of those pesky procrastinators?  ;-)

    Whether you’ve already gotten it out of the way for this year, or you’re scrambling to pull everything together before the deadline, you’ll want to watch my latest video.

    You’ll learn how to take one simple step that will save you and/or your tax preparer A LOT of time and headaches when it comes to getting your financial information out of QuickBooks and onto your tax returns.

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    Nobody likes paying taxes, and what we have to go through to satisfy Uncle Sam every year is really crazy when you think about it. But at least using these few simple steps consistently with QuickBooks, we can reduce some of the stress along the way.

    Here’s to lower stress at tax time for you from now on! ;-)

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    ~Gabrielle

  • Dec 19

    Did you miss me?

    It’s been several weeks since the last QuickTip, and that’s because it’s year end and unlike everyone else except retailers, bookkeepers, accountants and QuickBooks consultants are crazy busy. Me too! But I’m not complaining. :-)

    This new mini-lesson has some cutting-edge info about QuickBooks 2009 that you NEED to know, especially as it relates to this week’s topic – working with Online Banking

    If you’ve been using QuickBooks for a while and want to learn about this time-savings feature, you’ll want to consider using the Online Banking to save time and streamline your monthly reconciliations.

    So fasten your seatbelt and play the video lesson now!

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    If you are already working with QuickBooks 2009, then you NEED to watch this video, straight from the makers of QuickBooks, before you start using the new (and improved…finally) Online Banking features:

    As always, I’m eager to hear your questions and feedback on this topic.

    Are you using Online Banking yet? Are you hitting any snags? Let’s hear about it and work out any wrinkes to improve productivity and accuracy!

    Gabrielle
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    P.S. If you do need to upgrade to QuickBooks 2009 (which is suggested if you are running QuickBooks 2006 or older), I just learned that Amazon is running a very limited time 50% off sale on QuickBooks Pro 2009. Can’t beat that!

    Check it out now, before they stop the sale –> QuickBooks Pro 2009

    P.P. S. Here’s a bit of late breaking news that I heard about after first posting this lesson.  You CAN beat the price of QuickBooks 2009 being offered by Amazon! How does FREE sound?? Yep, Intuit just announced that you can actually get QuickBooks Pro 2009 for free if you buy it on December 22, 2008 at Staples.

    The regular price at Staples is $199.99. If you buy it on Monday, December 22nd, you will get a $40 “instant savings”, and then a $159.99 mail-in rebate.

    This will only be available through Staples on just that one day. It’s likely that you can also get the special offer if you buy online through www.staples.com, although I haven’t been able to confirm that yet. Will let you know when I find out for sure. I’ll leave a comment to this post on Monday to confirm.

    So, if you need to upgrade, Monday is the day to do it! Plus it will give you an extra tax deduction for your business for 2008! Such a deal. ;-)


Author

    Gabrielle Fontaine, PB

    Gabrielle Fontaine, PB is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks software training and consulting with small business owners exclusively via the Internet

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