March 30, 2021

Bruce Peterka

QuickBooks Desktop, QuickBooks Online, QuickBooks tips, QuickBooks training

QuickBooks tip: Use 'customer type' field for better tracking and reporting

March 30, 2021

Bruce Peterka

QuickBooks Desktop, QuickBooks Online, QuickBooks tips, QuickBooks training

QuickBooks tip: Use 'customer type' field for better tracking and reporting

It’s little used, but very powerful within QuickBooks. It’s the “customer type” field. This often overlooked field can add a whole new dimension to your QuickBooks customer data.

February 24, 2021

David Mitchell

Accounting help, QuickBooks tips, QuickBooks

Outgrowing QuickBooks? Let experts ask you one question before making a change

February 24, 2021

David Mitchell

Accounting help, QuickBooks tips, QuickBooks

Outgrowing QuickBooks? Let experts ask you one question before making a change

As a business using QuickBooks grows and matures it is necessary to ask if QuickBooks is the appropriate financial system going forward. When clients engage with Peak Advisers regarding this concern we typically respond with one question.

January 4, 2021

Bruce Peterka

QuickBooks tips

QuickBooks tip: Understand and use the Closing Date feature

January 4, 2021

Bruce Peterka

QuickBooks tips

QuickBooks tip: Understand and use the Closing Date feature

When we’re talking about setting up “best practices” within QuickBooks, one of the best tips is knowing the effective use of the closing date feature.

November 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training, QuickBooks Online

QuickBooks Online tip: Get quick access to shortcut keys

November 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training, QuickBooks Online

QuickBooks Online tip: Get quick access to shortcut keys

There is a quick way to get access to helpful shortcuts in QuickBooks Online. Just press CTRL + ALT + ? at the same time to access it.

October 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training

QuickBooks tip: Use customer type field for better tracking, reporting

October 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training

QuickBooks tip: Use customer type field for better tracking, reporting

Here is a little used but very powerful field within QuickBooks – the customer type field. Often overlooked, this field can add a whole new dimension to your QuickBooks customer data.

September 29, 2020

Michael Wallace

QuickBooks tips, QuickBooks training

QuickBooks tip: How to clear QuickBooks customer "recon" payments

September 29, 2020

Michael Wallace

QuickBooks tips, QuickBooks training

QuickBooks tip: How to clear QuickBooks customer "recon" payments

From time to time downloads from Intuit Merchant Services are duplicated. The QuickBooks Customer transaction cannot be deleted. But you can eliminate the transaction.

September 24, 2020

David Mitchell

QuickBooks, QuickBooks products, QuickBooks tips

See what's new in QuickBooks 2021

September 24, 2020

David Mitchell

QuickBooks, QuickBooks products, QuickBooks tips

QuickBooks 2021 is here. QuickBooks Desktop 2021 brings both new and improved features to help you get paid faster, while making the data your employees see more effective for their role in your company.

August 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training

QuickBooks tip: Use the Esc key to close a screen instead of your mouse

August 30, 2020

Bruce Peterka

QuickBooks tips, QuickBooks training

QuickBooks tip: Use the Esc key to close a screen instead of your mouse

Think of how much time you spend over the course of a week trying to finagle your mouse to get it in just the right spot within QuickBooks to close a window.

July 25, 2020

David Mitchell

QuickBooks tips

Power tip: Set up reminders to let QuickBooks keep track of things for you

July 25, 2020

David Mitchell

QuickBooks tips

Power tip: Set up reminders to let QuickBooks keep track of things for you

If you’re like most business owners and managers, you prefer focusing your energy on doing creative tasks, not remembering that you have the not-so-creative mundane but necessary tasks to take care of as well. In-product reminders are a great way to ensure you never miss an important task or payment.

June 24, 2020

Bruce Peterka

QuickBooks tips

QuickBooks power tip: Keep your lists tidy

June 24, 2020

Bruce Peterka

QuickBooks tips

QuickBooks power tip: Keep your lists tidy

Have you considered that some of your list entries in QuickBooks (i.e. customer, vendor, etc.) may be gathering dust from lack of use? This tip will help you take care of that problem.

March 26, 2020

Michael Wallace

QuickBooks tips

Powerful QuickBooks tip: Customize the icon bar

March 26, 2020

Michael Wallace

QuickBooks tips

Powerful QuickBooks tip: Customize the icon bar

Here is a very powerful tip for you to make QuickBooks smarter for you … free up the real estate at the top of your screen and drop in the icons that YOU want – not those provided for you by default.

March 23, 2020

Bruce Peterka

Working remotely, QuickBooks tips

Dos and Don'ts for using QuickBooks remotely

March 23, 2020

Bruce Peterka

Working remotely, QuickBooks tips

Dos and Don'ts for using QuickBooks remotely

It’s essential during the COVID-19 pandemic to be able to work remotely. Peak Advisers can you help you improve your ability to keep working even though you can’t go to the office. Here is some critical information about how best to connect to QuickBooks desktop accounting software applications.

QuickBooks tip: Use 'customer type' field for better tracking and reporting

Outgrowing QuickBooks? Let experts ask you one question before making a change

QuickBooks tip: Understand and use the Closing Date feature

QuickBooks Online tip: Get quick access to shortcut keys

QuickBooks tip: Use customer type field for better tracking, reporting

QuickBooks tip: How to clear QuickBooks customer "recon" payments

See what's new in QuickBooks 2021

QuickBooks tip: Use the Esc key to close a screen instead of your mouse

Power tip: Set up reminders to let QuickBooks keep track of things for you

QuickBooks power tip: Keep your lists tidy

Powerful QuickBooks tip: Customize the icon bar

Dos and Don'ts for using QuickBooks remotely

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