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Essential QuickBooks Online Tips for Efficient Management and Reporting

Discover a collection of essential QuickBooks Online tips by Julie Gordon to enhance your productivity and streamline workflow. Learn how to add BCC in emails, set up Outlook rules for better email management, and efficiently copy files from Q Drive to your local workstation. Unlock time-saving techniques for templates, create multiple data files quickly, manage user security, and resolve inventory discrepancies. These tips are designed to help you make the most of QuickBooks Online’s features, ensuring a smoother financial management experience.

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Essential QuickBooks Online Tips for Efficient Management and Reporting

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  1. QuickBooks Hints & Tipsby Julie Gordon

  2. Reckon Online • How to add a bcc in Qbi Online • Setup a Rule in Outlook to store all of your bcc emails • How to copy files from Online Q Drive to local workstation • How to log off users

  3. New Datafiles • Create List data in excel first (easier to manipulate and most users are familiar with this format) then import into QuickBooks • Time savers for templates (keeping company branding & image) • How to create multiple datafiles quickly incl preferences and settings • Create price levels and terms etc prior to importing in customers • Create User Security (in Enterprise) then duplicate and edit

  4. Inventory • Client doesn’t want to use stock (or it is a mess) but you don’t want to have to recreate all items again • Inventory Assemblies – if you have many assemblies but with the same core components create one & then duplicate the assembly and rename/edit as required • When inventory valuation report doesn’t match balance sheet figure (due to inactive & journals etc)

  5. General • Bank Reconciles to statement but report doesn’t print correctly • Preferences – edit online setting to display each email • Clearing email queue quickly • Shortcut Keys • Ctrl + 1 • Differentiate between multiple company files • Error messages - Google • Running US and NZ version of QB on same PC • Yousendit.com

  6. General • Shortcut Keys • Ctrl + 1 • Differentiate between multiple company files • Yousendit.com • Error messages - Google • Running US and NZ version of QB on same PC

  7. Reporting • Getting a report for all So’s & PO’s (open & closed) • Filtering Reports by Memo etc • Reporting/Finding a specific detail • Checking transaction (who entered and when modified etc) • Transaction Journal detail • Memorised Reports List

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