Personal Finance Blog

Show of hands - you are in the middle of categorizing in Quickbooks and half of your screen is taken up by "Message" - you look up only to find out that it's another attempt to get you to buy an upgrade. You can't get your screen real estate back until you click on the X. Sound familiar? I go through this with a lot of my clients, and they often click X and move on, only to get to the next page and the next page. So, I put together this post that list in 5-simple steps, how t

Ever stuck in a process in Quickbooks where every time you have to create a new JE, you first start with numbering it manually? By default, QB numbering is automatic and all numbers. However, if you and your bookkeeper decide that you need a more customized version such as a number-XXX (XXX being custom), then every JE will have that custom numbering.