
10 QuickBooks Tips & Tricks to Save Your Business Time & Money
There’s so much more to bookkeeping than just recording transactions.
Utilizing QuickBooks or QuickBooks Online effectively can be the ‘special sauce’ you need to help streamline your bookkeeping processes and add value to your business.
In our upcoming webinar, Candy Mako of our Client Advisory Services department, will share top tips she’s learned over her 20 years as an accounting professional that eventually opened up opportunities for her to become a controller. She’ll take you through 10 QuickBooks Tips & Tricks to Save Your Business Time & Money.
Candy will show in QuickBooks how to:
- ‘Automate’ and ‘Memorize’ transactions, like bills & invoices
- Reconcile monthly to catch fraudulent charges and bank mistakes
- Customize your tasks and stay organized using Reminders and To-Dos
- Create procedures for workflows using Home page ‘Visual Template’
- Digitize and track physical receipts so you don’t miss deductions
- And more!
She will also take questions through our live Q & A chat.
Who this webinar is for:
- Bookkeepers
- Office Managers
- Business Owners
- Anyone who works in QuickBooks software in your business




