by Jody Linick | Feb 19, 2019 | Uncategorized
This short video explains why you want to add the Details to a Vendor record, and shows the results of some of the different choices in the “Display Name As” feature....
by Jody Linick | Feb 7, 2019 | Uncategorized
This video demonstrates how to enter fraudulent credit card charges into QuickBooks, then explains how to enter the credit from your credit card company so the expense zero’s out and is “a...
by Jody Linick | Jan 12, 2019 | Uncategorized
Today I read an article on mentorship, with the author making the distinction between a coach and a mentor. This writer defines coaching as a transactional relationship – one person teaching the other something specific, or helping the other to achieve specific...
by Jody Linick | Dec 17, 2018 | Uncategorized
Use this neat data entry trick of adding the date range covered by a Bill when entering a Bill in QuickBooks Online. This will help to identify if a monthly bill has been skipped, or if a duplicate bill is being entered by mistake. Note: this trick works in QB Desktop...
by Jody Linick | Nov 27, 2018 | Uncategorized
When the small business owner and the client have clear lines of communication, and when procedures and processes are in place, there should be no such thing as a “bookkeeping emergency.” In my November 2018 blog post on Accountingweb.com, I share more...