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Margie Remmers-Davis

Joined October 2023

Go-To Person For

Hands-On Practice in QBO

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Margie Remmers-Davis

Go-To Person For

Hands-On Practice in QBO

Free Hands-On Exercises

A.5.1 Negative Inventory

A.4.9b Writing off with a Credit Memo

A.4.9a Writing Off Invoices

A.4.8b Fix Undeposited Funds the Easy Way

A.4.8a Fix Undeposited Funds the Correct Way

A.4.7b Current vs. Date of Report

A.4.7a Finding Unreconciled Transactions

A.4.6b Customize Customer or Vendor List

A.4.5 Recording a Vendor Prepayment

A.4.3 Handling a Bounced Check

A.4.2c Reallocating Expenses to Projects

A.4.2b Reallocating Expenses Using Classes

A.4.2a Reallocating Expenses

A.4.1 Daily Sales Summaries

A.3.7 Record a Donation

A.3.6a Adjust and write off inventory to Cost of Goods Sold

A.3.5b Make an Inventory Product Inactive

A.3.5a Create an Inventory Product with Quantity

Do not use-A.3.3 Create a Custom Performance Center Report

A.3.10 Adjust Sales Tax

A.2.8 Importing Bank Rules

A.2.7 Suggested Bank Rules

A.2.6 Learn About Undoing

A.2.5 Group Transactions

A.2.1 Create & Use a Price Rule

A.1.9 Invoicing Delayed Charges

A.1.8 Invoicing Billable Time

A.1.7b Invoicing a Billable Expense with Markup

A.1.7a Invoicing a Billable Expense

A.1.6 Batch Tagging

A.1.5b Converting Sub-Customers

A.1.5a Practice Using Projects

A.1.4 Set Up and Create Reports with Sub-Customers

A.1.3 Creating and Using Locations

A.1.2 Creating and Using Classes

A.1.1b View a Transaction Journal

A.1.1a Collapse and Expand Data on a Report

A.1.10b Create a Partial Invoice from the Drawer

A.1.10a Create a Partial Invoice from the Estimate

5.7 Creating a Work Project

5.3 Close the Books

5.2 Reclassify Transactions

4.8 Prepare Management Reports

4.7b Customizing a Classic View Report

4.7a Customizing a Modern View Report

4.5 Troubleshooting Beginning Balances

4.4 Reconciling a Bank Account

4.3 Set up Recurring Transactions

4.2 Create a Bank Rule

3.9 Record a Transfer

4.1 Exclude Bank Feed Transactions

3.8 Use Pay Down Credit Card

3.7 Create a Journal Entry

3.4 Create a Deposit

3.3 Create and Apply Vendor Credit

3.2 Create and Apply a Credit Memo

3.1 Create Customer Statements

3.10b Voided/Deleted Transactions

3.10a Transaction Journal Report

2.9 Using Tags

2.8 Customize an Invoice

2.7 Create a Custom Field

2.1 Edit a Bank Account Name and Rearrange Bank Tiles

2.11c Convert an Estimate to an Invoice

2.11b Convert an Estimate to a Purchase Order

2.11a Create an Estimate

2.10 Receiving & Depositing a Payment

1.7b Add a Non-Inventory Product to Buy

1.7a Add a Service to Sell

1.6b Importing a Customer List

1.6a Importing Products and Services

1.5d Making an Account Inactive

1.5c Merging Accounts

1.5b Add Account Numbers to the Chart of Accounts

1.5a Add an Account to the Chart of Accounts

QS.3.6 Create a Simple Report

QS.3.5.1a Match Bank Feeds

QS.3.4 Add and Pay a Bill

QS.3.3 Add an Expense

QS.3.2 Add an Invoice and Receive Payment

QS.3.1 Add a Sales Receipt

A.3.3 Create a Custom Performance Center Report

1.8 Add a Customer Type and Run the Report

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