Blog
We love teaching, here are some tips and tricks to help you.
How to Convert PDF Bank Statements Into QuickBooks qbo Files with Money Thumb
In this tutorial, you'll learn how to use the pdf2qbo software from Money Thumb to convert PDF bank statements into qbo data files you can upload into QuickBooks.
How To Add Items in QuickBooks Desktop
In this tutorial, I'll show you how to add items to QuickBooks Desktop.
How to Customize the Invoice Template in QuickBooks Premier – Part 2
Part two of a QuickBooks tutorial where you'll learn how to create a custom invoice template in QuickBooks Premier. In this part you'll learn how to use the Layout Designer and edit your templates name.
How to Customize the Invoice Template in QuickBooks Premier – Part 1
Part one of a QuickBooks tutorial where you'll learn how to create a custom invoice template in QuickBooks Premier.
How to Add an Account and Import Its Data into Xero
In this Xero tutorial, you'll learn how to add a bank account to Xero. And then, how to import your data into that account using a CSV file.
How to Reconcile Your Account in Xero – Part 2, Cash Coding
This is the second part of a Xero training on reconciling your account. In this part, you'll learn how to use the Cash Coding method.
How to Reconcile Your Account in Xero – Part 1
In this Xero training you'll learn how to reconcile your account by creating new transactions.
How to Add an Account in Xero
In this Xero training you'll learn how to add an account to your Chart of Accounts.
Xero Dashboard Walkthrough
A walkthrough of the Xero dashboard and the tiles you'll find there.
Why You Need to Hire a Bookkeeper
Five reasons why you should hire a bookkeeper vs. doing it all yourself.
How to Modify the Chart of Accounts in QuickBooks Desktop
In this QuickBooks training you'll learn how to modify the Chart of Accounts in QuickBooks Desktop. You'll learn how to add accounts & subaccounts, delete accounts and edit accounts.
How to Find Who Owes You & How Much in QuickBooks Desktop
In this QuickBooks training you'll learn how to look at your accounts receivable aging report and your customer balance summary. This will let you see who owes you money and how much they owe you.