January 2020

How to fix rejected bank transfers in QuickBooks Online

By |2020-01-17T10:23:34-06:00January 17th, 2020|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.

December 2019

A double Xlookup example

By |2019-12-03T11:58:37-06:00December 3rd, 2019|Excel|

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.

November 2019

Excel Quick Start Guide

By |2019-11-15T08:54:12-06:00November 15th, 2019|Excel|

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)

By |2019-11-14T09:54:11-06:00November 14th, 2019|QuickBooks Online|

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.

October 2019

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