The 10 Biggest Money Leaks
in Your Accounting System

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“Without JADDE Financial Solutions, my company would not have grown as fast as we did.”

– Jack Mosseri, President, JDM Sorting
www.jdmsorting.com

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Add/Edit Multiple List Entries Simplifies Record Changes

Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit Multiple List Entries tool does just what its name implies: It lets you add entries to your lists of customers, vendors, services, inventory parts, and non-inventory parts. It also makes changing one or several of them quick and easy.

Using this feature, you can:

  • See customized views of your list data

  • Enter missing information
  • Create new entries from duplicates of existing ones
  • Do a mass change of a whole column
  • Copy and paste records from Excel

 

Increase Multi-User Performance

Get QuickBooks® to Load Faster

Depending on how complex your data is, your QuickBooks® files may take a while to load each time you open the program. That is because QuickBooks® automatically opens every window that was used in your previous session. But, there is a simple fix to change the default settings and get the software to load quicker.

First, log into QuickBooks® and select the “User Desktop View Preferences.” Once there, choose the button, “Don’t save the desktop.” This clears any windows that were open during your last session and saves precious time when loading the program in the future. You must repeat this process for each user, logging onto QuickBooks® with each individual user name and password.

Process Credit Cards and E-Checks Through QuickBooks®

Lower Bad Debt

Offering your customers a choice to pay with a credit card will help you reduce bad debt accounts. You may even choose not to offer that option until an account is 60 days overdue so you can reduce merchant fees while also reducing receivables that are over 60 days past due.

More Great QuickBooks® Tips

Take Full Advantage of the Find Feature

One of the most powerful, yet often unused features is the find feature. Don’t waste precious time clicking “previous” to find the transactions you need. Instead, use this highly effective find feature to save a great amount of time when searching for invoices, sales receipts and sales orders. The find feature can run exceptionally fast, helping you efficiently locate what you need. Open the “find” feature quickly with the keyboard command CTRL+F, and start searching.

Our QuickBooks Savvy. Your Business Success.