top of page
Search
  • Writer's pictureAhuva Gruen
    • May 21, 2021
    • 1 min read

QuickBooks Tip

One of my clients had a few employees who used her QuickBooks.

“Too many cooks spoil the broth,” and soon many customer accounts were a mess. Imagine the same customer having three accounts, “Robust Cosmetics,” “Roberta Fink,” and “Robust makeup.”

Not fun to figure out where the numbers are going.

The easy solution? Merge all three accounts.

Choose one account (“Robust Cosmetics”) and then go to another account for merging. Right-click and then paste the name of the account you want to merge it with. When you click Save, QuickBooks will want to know if you’re sure you want to merge accounts.

Click Yes and you’re all set!


2 views0 comments

Recent Posts

See All

Getting Honest about your money Part 2

Before you can create a budget, you need to sit down and honestly figure out what’s important to you. What’s your priority in spending? [poll] [option a] Got to save for a rainy day [option b] I want

Getting honest about your money

“Have the nerve to answer truthfully.” (Maya Angelou) First, we need to be honest with ourselves. Then we can be honest with our spouse. Yep, I’m talking about deciding what to do with our money. If w

Auto leases

live on the numbers side of the world. But not everything is black and white. My client was going to lease a car under his LLC. I advised him that he’d do best if he leased it through his own name. He

bottom of page