QuickBooks Setup & Cleanup
Setting up a new QuickBooks® file – OR – cleaning up an existing file, so that you can view your numbers in a meaningful way in reports, can be a daunting task!
QuickBooks® provides a very basic Chart of Accounts and Item List, for both General Contractors and Specialty Trades, and it’s up to you to customize them to suit your needs.
This section will provide you with tips for making your numbers mean something when you look at reports.
You can tell if your computer is caught in up in this struggle if you receive an 80040408 - Could not start QuickBooks error when a 3rd party app tries to access your QuickBooks company data file. Continue reading
There are 3 types of backups that everyone should have. But if something goes wrong it will be worth it and you won’t even need to panic. By guest blogger - Ben Smyth Continue reading
General internal procedures that many business owners who use QuickBooks can implement quite easily. Continue reading
While it is fair to say, most people don't steal, embezzlement does happen; so it only makes good business sense for you to consider what you can do to minimize your employees' opportunities to steal. Continue reading
How much data can your QuickBooks company file hold before it becomes "stuffed", overflowing like a file cabinet, and SLOW? This is a very good question that most people don't take into consideration Continue reading
In this article, we’ll cover each topic listed in the Year-End Guide, and offer some additional tips on each of the three sections: Tasks to prepare for filing taxes, Tasks to do if you use subcontractors, Tasks to do if you have employees and some Tips for the upcoming year. Continue reading
User permissions issues can occur especially when dealing with third party QuickBooks integrated applications and the Enterprise edition where user permissions can be highly customized. Continue reading
The primary purpose of keeping books is to provide financial and management information in order for you to run your business, make sound business decisions, and to prepare your taxes. Most business owners are very worried about generating income; however, running a business involves a lot of other tasks. Continue reading
When starting a new QuickBooks company data fle, some Chart of Accounts items are automatically created. Continue reading
The QuickBooks Chart of Accounts is a complete list of a businesses accounts and their balances. You will use it to track how much money you have spent, how much money you have – and - how much money you owe. Continue reading
You feel the lure of those seductive little marketing messages that they whisper to you, but be careful about falling for that "do-it-yourself" myth, because these seductive little messages don't include some very important information that you need to know in order to make a sound business decision. Continue reading
It is a common occurrence over time, especially if you have had numerous bookkeepers; to discover that you have duplicate items in your QuickBooks Item List or accounts in your Chart of Accounts. Continue reading
Every year when Intuit puts out a new version of QuickBooks, we are overwhelmed by new ads for Intuit services that seem to pop-up at the most inappropriate times. Many QuickBooks users (myself included) find this to be very annoying. Continue reading
A good example of customizing information that is displayed in the Chart of Accounts List would be to automatically know, just by looking at the Chart of Accounts, which accounts had been flagged as being 1099 accounts - without having to go into the 1099 Preference and determining which accounts had been selected. Simple customization such as this will help you get more done in less time - because you don't have to constantly search for information. Continue reading
Using the Open Window List in QuickBooks is a huge productivity booster as it will allow you to quickly and easily go back and forth between open windows. Continue reading