Dustin Wheeler

Dustin Wheeler
Dustin is a technology-driven CPA in Orem, Utah.

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Five QuickBooks Preferences That Could Make Your Life Easier

With one click of a mouse button, I’ve been able to help some clients be more efficient in their use of QuickBooks.  It’s worth taking the time to look through the preferences in QuickBooks and adjust them to your liking.  Below are my top five QuickBooks preferences that you should know about!

Turn off pop-up messages for products and services (under General – My Preferences) – This is new in QuickBooks 2010 R5.  If you’re new to QuickBooks and want to …

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The Two Old Accounting Books on my Shelf

There are two books on my office shelf that mean a great deal to me, but I never read them.  Sure, I might flip through the pages once in a while, but I don’t use them for reference.  They are horribly outdated.

One is titled Accountants’ Handbook, published in 1956.  The other is Principles of Accounting – Advanced, published in July 1955.  My Grandpa signed the inside cover of the latter with the date 8/21/1957.

Inside the books are several bookmarks.  Grandpa …

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Why Reinvent the Spreadsheet? Use a Template!

Need a loan amortization schedule?  There’s a template for that.

Creating a personal monthly budget?  There’s a template for that.

Is one of your kids getting married and you’re planning out the expenses?  There’s a template for that.

Okay, you get the point and you’re not amused with my not-funny “there’s an app for that” parody, so I’ll stop there.

Friends have sometimes asked me to help them create spreadsheets for all of the above purposes, perhaps unaware of the many templates that exist …

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