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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

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

Create a Quick Note in OneNote: Overview             You can easily create a Quick Note in OneNote. The Quick Notes section is a holding area for content you haven’t yet put into an organizational structure. It also holds content you send to OneNote from other programs. Therefore, a Quick Note is not attached to any

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

Create a New Company File in Sage 50: Overview             When you want to create a new company file in Sage 50, you use the “New Company” wizard. This wizard lets you create your new company file and enter its information. To create a new company file in Sage 50, select “File| New Company…” from

Create a Data Model from External Relational Data in Excel: Overview             You can create a data model from external relational data in Excel. Data models in Excel let you store multiple tables of information. They can then be used a data source for PivotTables, PivotCharts, and Power View reports.             The choice to add

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