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Archives for February 2017

How To Run Uncleared Cheque Report in QuickBooks Online

02.16.2017 by Janice Figov // Leave a Comment

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Q&A 2

 

Q

 

I’m looking for a way to run a ‘Uncleared Cheque’ report in QuickBooks Online – same way I do on the desktop version?

 

 

 

A

 

Use the Cheque Detail report and then customize.

 

 

 

 

1. At the left navigation bar – click on Reports.

2. At the Report field (magnifying glass) – type cheque.

3. Select Cheque Detail from the dropdown list.

 

*Click on Images to View Full Size*

cheque report

4. Click on Customize.

cheque report

5. Under General – Report Period – change to All Dates.


cheque report

cheque report

6. Click on Filter – Transaction Type.

7. From the Transaction Type list – check off all cheque transactions required.

cheque report

cheque report

8. Check off Cleared and select Uncleared.

9. Run Report.

cheque report

cheque report

Janice Figov
Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.

Categories // Uncategorized

The Benefits Of Remote Training

02.08.2017 by Janice Figov // Leave a Comment

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Kids and Money. Janice Jan 2017 (3)

In person training is always best in my opinion, but the reality is, many people don’t have time to travel to a class. Or perhaps, they just don’t live near anywhere offering classes. In today’s digital age there has been a boom in remote training which, as opposed to a webinar is one on one personal training via the internet.

Here are the benefits of remote training:

No Geographical Limitations  You can be sitting on a beach and take part in a training session, you could live in South Africa and train with me remotely in Toronto. The world is literally your remote training oyster.

Bad Weather?  I live in Toronto where wintery weather can shut all travel plans down. Snowstorms pose no problem if you don’t have to go out and drive in them though!

Flexible Hours  Prefer to do your training in the evening or weekend instead of during office hours?  Or can’t take the day off work to attend a session? Maybe you live in a completely different time zone. I can accommodate all of that with remote training.

Customized Just for You!  Training is  customized to your requirements – if required I can log in to your system during our phone meeting to see what training requirements are required. Training is also done using your own software and information – there is  no need  to re-enter anything learnt once training session completed.

You Show Me Where You Need Help  You have control of  the screen during the training session – I jump in if assistance is required.

Cost Saving  You want to send your employees for training but sometimes this can involve time off, transportation costs and even airfare and accommodation. Bringing the best trainer to you digitally, is a no-brainer when it comes to saving money.

Face-to-face training has many clear advantages – but depending on your location and schedule, remote training might be the better option!

For more information, get in touch!

http://training.accountingsolutionstrainer.com/

Email me at Info@AccountingSolutionsTrainer.com

or find me on Twitter @JaniceTraining

Find me on Linkedin HERE

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Janice Figov
Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.

Categories // Accounting, Apps, Bookkeeping, QuickBooks, Training, Uncategorized Tags // accounting, bookkeeping, business, continuing education, entrepreneur, QuickBooks, small business, technology, training

QuickBooks Online – Search By Line Description

02.02.2017 by Janice Figov // Leave a Comment

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Q&A 2

 

Q

 

In QuickBooks Desktop I can search by memo for information written in memo area on cheque.  When I do a search in QuickBooks Online by memo nothing displays. I thought memo would work the same in QuickBooks Online?

 

 

A

 

In QuickBooks Online you need to search by Line Description.

 

 

 

*Click on Images to View Full Size*

search

search

search

Janice Figov
Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.

Categories // Uncategorized

Janice Figov

Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training specializing in training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.

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