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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

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

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

Ignore a Conversation in Outlook: Overview             You can ignore a conversation in Outlook that you no longer want to see in your Inbox. This is a helpful feature if you are no longer a part of an email conversation. While this feature ignores any new emails in the conversation stream, it doesn’t block or

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