How to copy an invoice in QuickBooks Online
You will want to click the "more" button at the bottom of the screen to copy an invoice in QBO. Watch to video tutorial to see the demo.
How to fix rejected bank transfers in QuickBooks Online
If you feel frustrated because you don't know how to fix a rejected or failed bank transfer you are not alone. Thankfully there is a solution on how to get your books back in order if you can follow these steps. Thanks to our friends at Intuit, they have created a through list of sequences you can take to fix it. Here's a link to follow along.
A double Xlookup example
I'm finding the Xlookup formula keeps on becoming a superpower of all lookups. In this tutorial I'll show you how to use an Xlookup twice to lookup multiple columns.
Excel Quick Start Guide
If you are new to Excel and are struggling to understand the basics let me share with you a downloadable guide that will help. Access your Excel Quick Start Guide here.
How to view the Profit and Loss (Accrual vs Cash) side by side in QuickBooks Online (QBO)
One of my favorite tricks when working with QBO is to have multiple windows opened when working. I want to share with you a trick that works in the Chrome browser. When you want to open up another section of the software you will need to hold down the control key as you click on the link. Watch this video tutorial where I show you how to run 2 reports side by side.
Bank Feeds in QBO tutorial
Unleash the power of the modern bookkeeping era with bank feeds. QBO has over 16,000 banks that participate in its bank feeds. Bank feeds help you add or match transactions to your checking and credit card registers.