QuickBooks Tips & Tricks

In Quickbooks when you are in the "Bank Feed", select the option to "Show Bank Details". This way you can tell if the "Payee" field is filled out correctly so they can be added to your bank register. Watch this one minute video to learn how.

When you email an invoice to your client and the invoice PDF is attached, you are missing out on some valuable data.  By changing your settings and including a link to the invoice instead, QuickBooks Online will record every time your client views that invoice.  That information is very handy!   Watch this quick 1 minute video to see how to change those settings.