November 2017

My OntraPort Certified Consultant Course Week in Santa Barbara was Amazing

By |2018-06-07T23:26:40-05:00November 22nd, 2017|OntraPort|

So there I was smoking a Dominican Republic cigar in my backyard on May 19th, 2017. It was a Friday night and I had my backyard to myself under a moonlit sky and I was happy to declare it "me time." This was my time to celebrate taking "the leap" after resigning from working in my old 9 to 5, 401K world. I left on good terms with my employer and was now truly free to start my own business. For the first time, I had my eyes wide open to the realities of getting as close as possible to my customers in helping them solve their problems. I was determined that night that if [...]

September 2017

QuickBooks Online Keyboard Shortcuts For MAC and PC users

By |2018-06-07T23:49:59-05:00September 29th, 2017|QuickBooks Online|

Download my pdf for QuickBooks Online Shortcuts for Mac and PC users QuickBooks Online Shortcuts PC (CONTROL + ALT + KEY below) MAC (CONTROL + OPTION + KEY below) To perform action while on regular pages SHORTCUT KEY ACTION i Invoice w Check e Estimate x Expense r Receive Payment c Customers v Vendors a Chart of Accounts l Lists h Help f Search Transactions TO PERFORM ACTION WHLE WORKING ON TRANSACTION FORMS x Exit transaction view c Cancel out s Save and New d Save and Close m Save and Send p Print   Shortcuts for dates while curser is in a date field (only need to type the letter) TODAY T for Today [...]

How to sign a Word document with your signature

By |2018-06-07T23:50:22-05:00September 26th, 2017|Productivity Hacks|

Imagine you need to add your signature to a Word document. Did you know you can have your signature block on on file so that it can be reused with Word’s QuickPart’s gallery. How much more productive could you be if you could avoid the print, sign, scan back to computer a Word document. Instead with just a click of a button your John Hancock will be ready to go.   You can use a program like Paint to pen your signature. Paint is free and comes with the Windows operating system. Select a brush and etch it out with your mouse. Select the image and copy it to Word. Click Image–>Select and drag a [...]

Monthly Income and Expense Budget Template

By |2019-04-27T09:59:24-05:00September 25th, 2017|Excel, QuickBooks Online|

Are you new to budgeting? First start off by writing down your short and long term goals that you want to accomplish in your life. Second, write down your non-compromising values. Your budget should flow from your values and goals. Download my free monthly income and expense spreadsheet. Download my Income and Expense Monthly Tracker.

Add Gold Star Icons to Your Excel Reports

By |2018-06-07T23:51:46-05:00September 25th, 2017|Excel|

This post will teach you how to add gold stars to cells that meet a certain condition. In my example below, I want to highlight any cell that is greater than 90 for the customer service grade. First I select the cells. Then I click the Home tab–>Conditional Formatting–>New Rule. I select Icon Sets from the Format Style drop down and 3 Stars from the Icon Style drop down. Next I change the percentage to number so that it reads Gold Star is when value is  >=90 Number. I select no cell icon from the other icons to block any other number from showing a half star. The final output is displayed as.

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