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QuickBooks Hack Series #1

A Guide to a Better Bookkeeping


Hey everyone! I hope your week is going well and business is booming!

I am introducing a new series! QuickBooks Hacks is where I give you the inside scoop on the best QuickBooks tips and tricks we would love you to incorporate into your account. Everything from uncommonly used features of the software to easy shortcuts, I want to make sure your time in Quickbooks is as efficient and trouble-free as possible.


Now…without further ado.. let’s jump into our first QuickBooks hack.


“Did you know that you can automate your QuickBooks account to send you different reports?!”


“WHAAAAAA?”


“I know, I know !😏”


Here’s how you can do it:



As helpful as this functionality is, it does NOT replace the need for a bookkeeper. Besides running profit and loss statements (ps: we still clean up the reports generated by QBO for easier understanding), we also do critical metric highlights. We translate your financial information into metrics that relate to your business

(ex: the number of invoices sent vs. the number of products sold)


PLUS, you have to make sure the figures the reports pull are accurate from the jump. And that’s what we do best.


That's all for today. Tune in every week and invest a few minutes of your time learning how to eliminate hours of work.🙂


I hope this hack was helpful for you. And as always, I love feedback and interactions. So comment below, and hit me up on Instagram; I’m here for you.

See you next time!



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