My guest interview with the QuickBooks Online Community
I was interviewed by QuickBooks on what my thoughts are on about being in business and how I support my clients online. Check out the article post here.
My Podcast interview on Flipped Lifestyle
Listen to my guest interview podcast I did with Shane Sams on Flipped Lifestyle. In this podcast I share my favorite bible verse, my vision and mission and how being a missionary in the Dominican Republic helped prepare me for launching my own business.
How to troubleshoot mailing labels contact list in Excel
This video will teach you how to troubleshoot an address list in Excel. Learn a formula trick to deal with missing zeros in zip codes. Also perform a vlookup to find state abbreviations. And you will learn how to format proper case for names.
How to Automate Emails to Individual Donors with Amount Donated in Email Body
This post will teach you how to write an email to your donors that records the dollar amount of donation in the email body. You will need 3 software tools to make this happen. Word Excel Outlook First create an Excel spreadsheet with the headers of the name of the recipient, email, and amount donated. Then verify that you have the total amount donated. If your donors made several payments you will want to consolidate and make a clean list with one row per each donor and have the subtotals summed up. To start open up Word. Click the Mailings tab then choose Select Recipients–>Use an Existing List. Navigate to select the Excel file. [...]
How to count item lists in Excel using the COUNTIF function
In this video I teach you a simple way to add similar items in Excel. I was doing a roster update for my Cub Scout den and needed to get a count of how many boys are in each den. So I used the Countif function.
How to run a balance sheet and P&L report in QuickBooks Online
QuickBooks online makes it easy to analyze your Profit and Loss and balance sheet reports. Think of the balance sheet report like a camera snapshot of your business at particular frame of time. Think of the Profit and Loss report as video recording of your transactions that occur between a start and finish date. Download my QuickBooks Online keyboard shortcuts here.