Conditional Format certain text in Excel
In this video, I share 3 examples of formatting text in Excel. This often becomes a very useful time saver for me.
March 2018
February 2018
How to write donation thank you letters using QuickBooks Online
In this video, I will teach you how to generate thank you letters using a mail merge in Word. First I begin with QBO to create the two reports necessary. Those include "Sales by Customer Summary". It may also say "Sales by Donor/Member Summary" depending on your QBO preferences. I export that report after I filtered the dates and income categories. Next I export a QBO report called Customer Contact List. It also may be called Donor/Member Contact List. Once I have those two reports in 1 Excel file, I can use a vlookup to find the amounts donated. Watch the video for step by step instruction.
Excel Keyboard Shortcuts printable cheatsheet
Download my printable Excel Keyboard Shortcuts. Insert Today’s Date---------------------------------------- Control + Semi Colon Change Workbooks---------------------------------------- Control + Tab Navigate quickly to last contiguous cell range------ Control + arrow key Select across contiguous cell range-------------------- Control + Shift + arrow key Navigate back to top-------------------------------------- Control + Home Navigate to sheet to right-------------------------------- Control + Page Down Navigate to sheet to the left----------------------------- Control + Page Up AutoSum------------------------------------------------------ Alt + = Insert Worksheet------------------------------------------- Shift + F11 Bold----------------------------------------------------------- Control + B Italic----------------------------------------------------------- Control + I Underline---------------------------------------------------- Control + U Change Font------------------------------------------------- Control + Shift + F Print Preview------------------------------------------------ Control + F2 Find------------------------------------------------------------ Control + F Replace------------------------------------------------------- Control + H Insert Hyperlink--------------------------------------------- Control + K Help----------------------------------------------------------- F1 Absolute [...]
How to use the Index and Match function to lookup up values in a non traditional table
I want to use the data set to lookup the items associated by month. At any given month, I want to lookup the values for the revenue and expenses per ID. The IDs are listed above but they are located in merge cells. This creates a problem because typically tables do not have merge cells. But with using the index and match function I can lookup the data I want. I will need to create 3 range names. One for the data range, one for the horizontal labels, and the other for the vertical labels. The index function has 3 arguments. First I use the data range, then I need a row number to go [...]
January 2018
How to import customers into a QuickBooks Online (QB0) from an Excel list
You can import up to 16 fields into your QuickBooks Online account. Watch this video to learn how. Name Company Customer Type Email Phone Mobile Fax Website Street City State ZIP Country Opening Balance Date Resale Number
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.