Accounting Solutions Center

Customizing Reports – Choosing Columns QuickBooks provides many standard reports, but if you want to tweak them you can do so with relative ease. For this tip we’ll change the columns that appear in the Transaction List by Customer report (found in the Customers & Receivables category), removing some and adding others. Open the report Click Customize Report at the top left. On the Display tab, under Columns at the bottom left, locate the Memo, Clr and Split columns. If you’re

Keyboard Shortcuts Most people know the common keyboard shortcuts like CTRL-O to open a document, CTRL-P to print, or CTRL-S to save. These are more or less universal – in other words, they work in most Windows applications. Here are some additional common keyboard shortcuts that will work in Word and many others: CTRL-X Cut CTRL-C Copy CTRL-V Paste CTRL-Z Undo Most people know the F1 key will summon help. But do you know what these function keys do? F2 allows you move text o

Changing the Date in Sage 50 Transactions Everyone knows that you can change the date on transactions by clicking the small calendar icon on the right side of the field. But if you prefer to use the keyboard, here are some easy ways to enter a date: Press the + key to increase the date one day for each press. For example 09/01/16 will be come 09/03/16 with two taps of the + key. Press the - key to decrease the date one day for each press. For example 09/03/16 will be come

Charts – Quick Technique If a picture’s worth a thousand words, a chart can be worth a thousand numbers. Since a column chart is the most common, Excel makes it really easy to produce a column chart. Open or create your data table. With the active cell somewhere in the data table, press F11. Yes, it’s that easy. Excel produces a column chart based on your data, placing the chart on its own worksheet. Of course, if you typically use other chart types, such as a line or bar cha

Beware the Fake Antivirus Alert So you're surfing the Internet and suddenly a window pops up claiming your computer's infected with a virus. The pop up may look like it's from your installed antivirus software, or it may just be a plain vanilla warning. If the window provides a telephone number for you to call, DON'T CALL IT. Regardless of which antivirus you might be using, (Norton, McAfee, Kaspersky, Windows Defender, Eset NOD32, et al) none of them will ask you to call s

Selecting Text Editing a document usually means selecting text. Here are some tips to easily select portions of your document. • To select a single word, including the space after it, double click it. • To select a sentence, including any spaces after punctuation, hold the CTRL key down and click once anywhere in the sentence. • To select a single line of text, click once beside it in the left margin • To select a paragraph, double click in the left margin or tri

Merging accounts You can easily merge the two similarly named accounts into a single account; QuickBooks will move all the transactions in the account being removed. Note: if you are using account numbers, you should note the numbers involved as well as the titles. To merge an account titled Repairs into an account titled Repairs & Maintenance: Open the chart of accounts list by clicking the icon in the Company section of the Home page. Locate Repairs in the list and click it

You can add subtotals to a list of transactions, such as a list of invoices. To add subtotals to a list of customer names and dollar amounts: • Sort the list by name. • From the Data ribbon choose Subtotals • Make sure the At each change in field lists the name field. • Choose the type of summary – sum, count, average, etc. • Put a check beside the amount field. • Click OK. Excel will add the subtotals. To remove them, choose Subtotals again and click

In Word, you can easily save words or phrases as abbreviations, using AutoCorrect. To add an entry that expands your name using your initials: 1. Click the File tab and choose Options, then choose Proofing. 2. Click AutoCorrect Options 3, In the Replace box, type your initials (If your initials spell a word, substitute X for your middle initial). 4. In the With box enter your name as you'd like it to appear. 5. Click Add to add the entry, then OK to close the box. To us

Watch this space to get tips and techniques for commonly used software applications like Excel, Word, QuickBooks, Sage 50 and more. We'll include step-by-step instructions for all our suggestions. #QuickBooks #Sage50 #Excel