QuickBooks Tips: Customer Types and Speeding up an Entry

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QuickBooks Tips and Tricks Post It NoteToday we’re going to offer you two QuickBooks tips for the price of one (although the price is essentially the same, since these are free Smiley ).

Tip #1: Are you using Customer Types in QuickBooks?  It lets you then run reports based on those types.  Great for tracking marketing efforts!

 

Tip #2: Looking for a fast way to type in today’s date for a report in QuickBooks?  In the date field, type the letter ‘T’ and voila, you are at today’s date.

Have more questions about using QuickBooks? Want to get hands-on training to and really start to learn your way around it?

Take a look at our QuickBooks training program and see if we can help you!

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Juliet Aurora

About the Author:

Juliet Aurora is the President and CEO of AIS Solutions. She has been in the Accounting and Finance space for more years than she will ever admit. When she isn’t acting as the Sensei for her team of Bookkeeper Kninjas, you will find her working tirelessly to advocate the accreditation of bookkeeping in Canada. Her vision is for AIS Solutions to become the standard against which all other bookkeepers and bookkeeping firms are measured. Juliet can be contacted by email or by calling 1 888 575 5385.

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