QuickBooks Online: Tips & Tricks Webinar

Slides: https://bit.ly/qbotips2021


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Table of Contents:
00:00 Introduction (Guest host: Kate Johnson)
02:07 Table of Contents Summary
06:55 User permissions across all--- versions
09:54 Adding payees to banking transactions
28:46 Importing Vendor names from excel
36:07 Specific payee names vs. generic names
42:11 Using Tags in reports
51:23 Comparing Classes & Locations vs. Tags
01:04:45 Custom Fields (Advanced Only)
01:12:43 Custom Graphs (Advanced Only)
01:16:00 Conversation with Kate Johnson



To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=i...



Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500)
E-mail Hector your questions [email protected]

To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months:
http://www.quickbooksoffer.com/?cid=i...