Tag: rules
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How to Use Rules in QuickBooks Online Transactions
Maintaining your transaction registers conscientiously leads to a clearer understanding of your finances. Last time, we talked about the types of best practices that can lead to more effective use of QuickBooks Online and, ultimately, more thorough knowledge of your finances. The first one was this: Go through your new transactions every day. Categorizing and […]
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Are You Following Best Practices in QuickBooks Online?
“Best practices” are recommendations for the most effective way to get things done. Are you following standard procedures in QuickBooks Online? Habits can be good things when you’re talking about getting through the workday successfully. You might have developed a habit of responding to emails quickly and preparing checklists before you go into meetings. Maybe […]