Top 10 QuickBooks Online Tips and Tricks

Here is the full video recording on a webinar a did today:
https://www.youtube.com/watch?v=Y3qkWEQfylo

 

Additionally, here is a clickable index that allows you to jump starting into the one topic you want:

  • 00:00:30 Tip #1 — Access QBO Sample Company
  • 00:01:40 Tip #2 — Reclassify Expense Transactions in Batch
  • 00:06:58 Tip #3 — Dates and Keyboard Shortcuts
  • 00:11:13 Tip #4 — Chrome Browser Shortcuts and Chrome Bookmarks
  • 00:25:20 Tip #5 — Multiple Chrome Users
  • 00:27:51 Tip #6 — Batch Send Open Invoices and Batch Send Reminders
  • 00:31:23 Tip #7 — Default Report Dates (Accountants Only)
  • 00:34:38 Tip #8 — Undo Reconciliations in Batch (Accountants Only)
  • 00:36:39 Tip #9 — Backup/Export Attachments
  • 00:41:19 Tip #10 — Create a Customized Report Pack in PDF

Hector Garcia, CPA
hector@garciacpa.com
954–414–1524

Hector Garcia

Hector Garcia

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