Tracking Accounts Receivable in QBO
Accounts receivable is a big deal for many small business owners. Learn how to run the aging accounts receivable report in QuickBooks Online.
How to report net profit margins in QuickBooks Online (QBO)
It's important to understand the ratio of your bottom line and the top line revenue number. Net profit margin is a formula that is important to compare to prior periods to determine if you are growing or falling. Watch this video to learn how to display the profit margins ratio in Quickbooks online reports.
How to run the “Transaction List by Customer” report in QuickBooks Online (QBO)
In this video, I show you how to customize the Transaction List by customer report. I like this report because you can display subtotals of each customer income and expenses. You will learn how to filter the report by dates and customers you want displayed in the report. Then learn how to export the report via email, pdf or Microsoft Excel.
How to use the Xlookup in Excel
The new Xlookup formula is a brand new formula that can replace the use of Vlookup. It searches down or across to find the value you want and then returns a value within the return range. Take a look at my video to see it in action.
“Discoveries, Inventions, and Improvements” by Abraham Lincoln
I am reading through the complete works of Abraham Lincoln's writings, which include all his speeches and letters. It is a fascinating journey stepping into Lincoln's mind. I count it as a gift to receive this learning rich learning experience. Currently I'm on volume 5 of 12. I've been reading about 5-15 minutes a day in during my morning reading habits which I began on Jan 1, 2018. What follows below are 3 of my favorite passages from the lecture "Discoveries, Inventions, and Improvements" which Lincoln delivered in neighboring towns in 1859 and before the Springfield Library Association, on Feb 22, 1869. I've also scanned the text and made available here for anyone who wants [...]
How to add Slicers in Google Sheets
I'm excited to show you the first views of a new feature ofcreating Slicers in Google Sheets. Compare this to a previous post I did on Excel slicers. Slicers allow you to filter you data in easy to manage buttons.