July 1,2021 Meeting Notes

July 1 ASAP Lunch & Learn

Speaker: Alicia Katz-Pollack. She is a trainer of tech, has a masters degree in teaching, a myriad of certifications, as well as a top 100 Pro Advisor! Please check out Royalwise classes as well as Royalwise Youtube!!

We got the privilege of getting a sample of her QBO Online Hacks course, check out her website to get the full class!

What You’ll Learn 

  • Built-in calculators

  • Date shortcuts

  • Keyboard Commands

  • Chrome tricks

  • Incognito windows

  • Chrome People

  • Multiple tabs

  • Ctrl-F and Cmd-F

  • Banking Feed Options

  • Sorting and Filtering Hacks

  • Recurring Transactions for Invoicing

  • Recurring Transactions as Templates

  • Emailing reports automatically

    • Reclassify Transactions

    • Manage Billable Expenses

    • QuickBooks Status PageBackdoor links not found on the menus:Tips & Tricks