How to use Power Query’s Merge feature
In this lesson I will show you how to merge two tables. The first table contains Purchase Order numbers. The second table contains the invoice numbers that were applied to the original purchase orders.
Power Query Split Columns Example
The Power Query feature has a very cool feature called Split Columns. In this example I'll show you how to split your data into columns and rows based off the comma delimiter.
Using Tags in QuickBooks Online
I just tested out tags today for the first time and wanted to share my thoughts so far. There are tag groups and tags. I can see that it will be very important to have clearly defined names for the tag groups. Below are the examples of the tag groups. Tutoring (TAG GROUP)Lisa W (tag)Billy C (tag)Steve C (tag)Software Training (TAG GROUP)Excel (tag)OneNote (tag)Outlook (tag)QBO (tag)Word (tag) To get started by adding your tags you click the gear icon and select tags. Add your first tag group. Remember it's super important to plan out your names and have organized group names. When selecting a transaction you can only add 1 tag from each group. Limits [...]
How to clean up uncategorized assets in QuickBooks Online transfers
A common mistake made in QBO is using the transfer button in the bank feeds for the "uncategorized asset". This video will teach you how to properly make a transfer in the bank feeds. Transfers are used for making credit card payments or moving money from one account to another.