learn computers, uncover the mystery, feel more confident

Creating a Sales Tax Code in QuickBooks

The reason someone would want to add another tax code to QuickBooks is because they want to claim 50% of the sales tax on a meal expense.  Therefore they need a Sales tax code for 2.5%.  Another example may be for sales or expenses they incur in another province (eg. BC as shown below).

There are a couple of key steps to adding in a Canadian sales tax code.

  1.  First step is to Create the Sales Tax Item for the Code (see other post for how to add Items).

Once the Sales Tax items are created in the Items list, you can move onto this step.

  1. Goto Lists menu, Sales Tax Code list
  2. Ctrl-N to add a new Sales Tax Code
  3. See example below for how to do a code per province
    1. Do code for the province
    2. Do code for meals within the province


sales tax2

sales tax3


Adding an Item into QuickBooks

In QuickBooks you will need to add items for anything you sell so that you can list these items on your Invoices.

Adding a Service Item

If you do not sell products but sell services use this item type on your invoices.

    1. Click on the Item button on the top Toolbar.
    2. This will bring up the Items list.
    3. Add a new Item by choosing the Item button at the bottom of the screen. Then choose New.
        1. Choose Service as type when the item you are adding is a service you offer to customers.
        2. The Item name should be a name that describes the service provided. Keep the item name short – more information can be stored in the description area.
          1. Use Sub item Of if this item is within a group of items. The Subitem feature is a great way of sorting or grouping items together.
        3. Enter a Description – this will show up on the Invoice to the Customer.
        4. Enter the Rate as the Sales Price (the price shown on an invoice).
        5. Enter the Tax Code – usually G for GST.
        6. Enter in the Account within your Chart of Accounts that should be associated with this item sale.  Use the appropriate Income or revenue account.

Adding a Sales Tax Item

Follow the steps as shown above so that the Item is filled in like the picture below.

Sales Tax Item for Meals

Why Type when you don’t have to

Being someone in the computer training industry for over two decades, I have discovered many short-cuts and of course have learned how to use most programs to a very proficient level. Watching people take the long way around to do something or type something (twice) is kinda painful, so I always want to share the short cuts.

Copy and Paste

Most widely used?  Does everyone already know this… I have found some people that still don’t have a habit of Copy and Paste.

  • Ctrl-X for Cut, Ctrl-C for Copy, Ctrl-V for Paste (should work just about anywhere on your computer – you do not need a menu or button for these features)
  • Notice that X, C & V are side by side on the keyboard – maybe that’s why the short-cuts are those letters?

keyboard xcv

Select quickly

  • Double-click for a word
  • Triple click for a sentence

Use the address bar if you know the website name rather than google everything & then have to click again on the correct site.

  • type in the name of the website & hit Ctrl-Enter for www. & .com to appear

Save website you want to revisit on your Favorites menu or to your Favorites bar.

Use Keyboard short-cuts to keep your hands on the keyboard and to consistently type / move around faster.  Check out the other post I have listing my favorite Keyboard short-cuts.

Move around a document or spreadsheet quickly.

  • Ctrl – Arrow – Right moves a word to the right or possibly to the end of the data section (in a spreadsheet).
  • Ctrl – Arrow- Down moves down a paragraph (finds a paragraph return – when you hit enter).  It also moves to the end of the data section (in a spreadsheet).

Keyboard Short-cuts aren’t dead

There are lots of keyboard short-cuts out there & what I am about to share are just some of my favorites.  Just the other day in a class I was sharing a short-cut and the students asked for more, so I guess keyboard short-cuts aren’t dead …

  • CTRL-N is New, in any Microsoft window.
    • In Microsoft Word, CTRL-N will create a New document,
    • in Microsoft Excel CTRL-N will create a New Spreadsheet,
    • in Microsoft Outlook CTRL-N will create a New E-mail if you are in the E-mail window, a New Appointment if you are in the Calendar, a New Contact if you are in Contacts & a New Task if you are in Task window, Continue reading “Keyboard Short-cuts aren’t dead”

“Trick or Treat” – Move screen Upside Down or Sideways

In the spirit of Halloween ‘Trick or Treat’ I am sharing a Screen Trick.  I think of this because it just happened to me by accident a week ago!

screen resolution 3 flipped landscape

If you have a single screen you can easily turn it Upside down or Sideways by using the following Keyboard short-cuts:

CTRL – ALT & arrow (in direction you want screen to go)

keyboard shortcut for screen flip

If you have more than 1 monitor you will need to Personalize your Desktop & choose to Flip your Screen.

screen resolution 2


I just think this was kinda funny so I am writing about it…

Recently while I was teaching a course for a group of 12 people, the catering department of this company brought in the usual morning snacks of muffins and fruits along with the coffee & juice.  The food and drink was all setup by 8:00am.

At approximately 11:00am the catering staff walked in again and while I was in mid-sentence (teaching), asked me if I wanted the morning food left in the room.  I said sure.  She then said to me

‘YOU do this AT YOUR OWN RISK’.  We were all a bit taken back by this statement.   I shared with my group that perhaps we should not be eating the left over muffins … was this a risk?

If the food is not safe I would of preferred for the people serving it to make that decision to take it away, rather than relying on me to make a split decision while I am in the middle of my class.

Next time I will tell them to take it away.  Such a shame to waste so much food.

A shorter list please!

Maximizer lists
View a shorter list on Maximizer CRM, this the request I hear often. I don’t want to see everything” I only want to see ‘clients’, ‘leads’, my own list. I agree. Hide the other stuff.
The best way to achieve this is not with Favorite lists but with Catalog Searches.

1 . GoTo Search menu
2. Choose all fields
3. Click on add
4. Choose the appropriate field
Eg. Under basic fields choose Category
From Category, choose Client
5. Replace list

search all fields - category
6. Click on catalog, add
7. Name the catalog to describe the list
Eg client list
search Catalog - category

“Not even 9:00am and I feel like I won the Lottery” – Excel Tip

Autofill double clickThis must be an good Excel Tip to get this kind of statement from one of my students.

If you know the AutoFill feature in Excel, then you know that if you click and drag on the bottom corner (black small box) of a cell, Excel will automatically fill the adjacent cells with the same data or a series (or a relative formula).

When Autofill is ready to start (your mouse is on that bottom right corner) you will see a black plus sign +.  if you DOUBLE CLICK on that black plus sign + it will autofill the entire column or row (it refers to the left or top to see how many adjacent cells need to be filled in).  Try it!  You will love it and you might even think you won the (Computer Proficiency) lottery too.

Computer Short cuts for Dates

If there is a fast way of doing it on the computer I am all about it. I love short cuts. All the programs I spend most of my time in teaching (and consulting) have Date Short cuts.

Outlookoutlook date 1 week
In any date box within Outlook you can type references to the date you want.  Type any of the following words and see what happens:

  •  today
  • tomorrow
  • 1 week
  • 1 month
  • fri

QuickBooksQB date
Easily advance by a date or go back to a date by using the + (plus) and – (minus) signs.

Eg. +++ will take you 3 days ahead of whatever date is in the date box of an invoice or bill, etc.



In Maximizer CRM if you create a date User Defined field you can type in a quick date.

Type the first letter of the month (except for May, June is Ju, July is Jul) then type the day of the month.max date 1

  • f22 = February 22 (and the current year)
  • j7 = January 7
  • ju9 = June 9

So all you do is Teach…

Teaching a group in St. Albert for Priority Management Edmonton
Teaching a group in St. Albert for Priority Management Edmonton

In the middle of one of my classes, as I was trying to inspire / motivate my students to make changes, one student pipes up and says ‘So all you do is Teach’…

It made me smile.  I thought, ok, so what you think is because I teach I don’t have to do any of this.  My job is easy I just get to tell everyone what can work and leave them to try it.  I don’t work in an office from 9 to 5 so I don’t get the ‘traditional workplace’.

Yes, all I do is teach.  And the reason I teach is because I believe in what I teach.  (My colleagues prefer I use the word ‘facilitate’ or instruct  – whatever the word is I try to guide people to understand how and why to make a change so that they can use technology in a better way.)  I also have to practice what I teach (preach).  And boy do I practice….

Being that I ‘teach’, I am away from my desk for most (if not all) of the week, yet I still get email (30- 40 messages daily), I still get phone calls, I still have loads of paperwork to do.  So when I teach how to use a program more effectively, I have to use it myself so that I can get all my work done too.  I have to manage my time, manage my priorities [Working Smart with Microsoft Outlook is one of the courses I am referring to here). 

I get it.  I use it.  I am not perfect.  I hear what I am saying and think to myself – yah, I need to really do that…

Working with people to learn technology and apply what they have learned makes me learn more.  I appreciate all the interactions I have with my students because it helps me know more about them and more about how to help (relate to) the next person.

So all that I do is teach – maybe is not completely true.  In order to teach, I have to do.  So I do a lot more than just teach.

Create a free website or blog at | The Baskerville Theme.

Up ↑


Get every new post delivered to your Inbox.

%d bloggers like this: