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Custom Reports in QuickBooks Online: Overview             You can save custom reports in QuickBooks Online so you won’t need to recreate them again. To save custom reports in QuickBooks Online, click the “Save Customization” button in the upper-right corner of a customized report. A drop-down menu then appears. Type a custom report name into the

Change Orders in Sage 50: Overview             Change orders in Sage 50 let you change the estimated revenue and/or expense amounts of existing jobs. You can also use change orders in Sage 50 to change the projected end date of a job. Note, however, that change orders in Sage 50 can only be created for

Categorize an Item in Outlook on the Web: Overview             To categorize an item in Outlook on the Web within the Mail, Calendar, or Tasks folders, right-click the item. Then hover over the “Categorize” command in the pop-up menu that appears. Then select a category to which to assign the item from the side menu

Write Checks in Sage 50: Overview             The “Write Checks” window lets you quickly write checks in Sage 50 and then apply the amount to one or more accounts. If the payment you are making doesn’t involve invoices or inventory items, then this is simply the easiest payment method to use. To access this window

Create a Mailbox Rule in Outlook: Overview             You can easily create a mailbox rule in Outlook. A mailbox rule states that whenever items arrive into a mailbox that meet a specified criteria, they should then be processed by whatever the rule dictates should happen when an item of that type is received. You can

Assign Account Numbers in QuickBooks Online: Overview             To assign account numbers in QuickBooks Online, you must first enable account numbering in your company file. To do this, click the Gear button. Then click the “Account and Settings” link under the “Your Company” heading in the drop-down menu. Then click the “Advanced” link to the

Record a Macro in Excel: Overview              You can easily record a macro in Excel. Macros are small programs that record your actions as you perform a task in Excel. The actions are then saved as a Visual Basic Module, which is a type of program. When you run the macro later, it repeats your

Create New Accounts in Sage 50: Overview             You can easily create new accounts in Sage 50. If you created your chart of accounts using one of the business types listed in the “New Company Setup Wizard,” then you likely have a full chart of accounts which will give you all the accounts necessary to

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