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Cool Tools – QBO Advance Search

The advanced search bar is a great tool to use when searching for that needle in a haystack. The search bar will let you narrow your search down by the type of transaction, names, amounts, and dates. Next time you are using this feature, bookmark this page and add it to your bookmarks toolbar to create a shortcut. This tool can save you time and get you the answers you are looking for fast.

At ZümiFi, we love QuickBooks Online but it can be complex. We discover new features all the time that we share with our clients. We love tools that make us more productive and efficient.

What are your favorite tools? We’d love to hear from you.


Cool Tools – QBO Advance Search

We Love QuickBooks!

As a powerful tool, its biggest challenge is that it can do so many things that the choices can get a little overwhelming. QuickBooks takes some on-hands learning to use it correctly. So in one or two sessions, we can cut through all those choices and options to provide a clear path on how to use QuickBooks properly –– one that you can follow, then get exactly what you need!

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well versed and experienced in migrations, both straightforward and complex. We’ll talk through all the details with you, craft a plan, and make sure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!

The Scope of ZümiFi’s QuickBooks Consulting Services:

  • Configure and set-up QuickBooks with best practices to work effectively for your particular business.
  • Build customized reports and define how to get the most out of QuickBooks.
  • Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.
  • Save you time and increase accuracy by entering information into your accounting system just once, then having it work as seamlessly.

Contact us today or call 415.550.3070 to find out more about our experience, expertise and how you can benefit with customized QuickBooks Consulting to get you up and running quickly.

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