QuickBooks Desktop tips and tricks

QuickBooks Desktop tips and tricks

I recently presented a webinar in conjunction with Tailwind Transportation Software to address the top five concerns of their customers using QuickBooks Desktop.

We addressed concerns with:

  1. Setting up multicurrency;
  2. Creating new bank accounts;
  3. Setting up tax types;
  4. Making deposits (from undeposited funds); and
  5. Exporting data from QuickBooks.

If you have any of these concerns you can access the recording and presentation here:


If you are interested in converting to QuickBooks Online you can sign up here.  Or book a free consultation to see which plan would be best for you.  I will work with you to ensure that the transition is seamless.

I have recently created a small business month end checklist.  If you would like a free copy you can obtain it here.

I love to hear from you.  Please feel free to comment below, and also, let me know if there is anything else you would like to know about.



Leave a Reply

Your email address will not be published.