QuickBooks Tips: Customer Types and Speeding up an Entry

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

Juliet Aurora is the CEO of AIS Solutions and Co-Founder of Kninja Knetwork. Through both of these businesses she fulfills her mission to Educate and Empower those around her. In 2017, her firm was named Intuit's Global Firm of the Future, the first time the title has ever been awarded to any firm outside of the US. She has also has been named as one of the Top 50 Women in Accounting, one of the Top 50 Cloud Accountants and one of the Top 10 Canadian Influencers in the Bookkeeping Industry. Her passion for education is channeled through the Intuit Trainer Writer Network, hosting Kninja Knowledge Webinars and most recently, developing a Cloud Accounting Course for the next generation of accounting professionals.


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