QuickBooks Online: High Efficiency Tips and Tricks

Learn QuickBooks Online practical tips, shortcuts, and workflow improvements that can save time during everyday bookkeeping, cleanup, transaction entry, and reporting work. Ideal for Controllers and their staff.

QuickBooks guru Hector Garcia will share high-efficiency navigation habits, keyboard shortcuts, banking and downloaded transaction tricks, manual data entry techniques, copy/paste workflows inside transactions, and reporting tips including:

• Google Chrome browser settings, tabs, bookmarks and extensions
• Testing and training in QuickBooks sandbox vs. sample file • Reporting tips that help users get to information faster
• Adding Apps
• How to manage complex sales tax management with QuickBooks and Avalara

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