22Jan 2014 by Nancy Smyth
QuickBooks Tip: How to find “Notes” after an Upgrade

QuickBooks Tip: How to find “Notes” after an Upgrade

Questions from our readers, QuickBooks 2013 - What's New?, QuickBooks Tips & Tricks
A reader asked how to find notes after a recent QuickBooks upgrade. In earlier versions of QuickBooks, I kept employee notes of hiring, pay raises, etc in their files , either under notes or another field in their personal files (where payroll, addresses, etc were kept). Where do i find them now? or are they lost? Many thanks - Bill   ---------------------------------------------------------------------------------- Hi Bill Thanks for dropping by and submitting a question :-) I have to admit that the first time that I opened a QuickBooks 2013 or 2014 file (after having used QuickBooks for years) that at first I thought all of my notes were lost as well. Any employee notes that you kept in QuickBooks 2012 or earlier - that used to appear in the employee record as…
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19Nov 2013 by Nancy Smyth
Cleaning Up Your QuickBooks File at Year End

Cleaning Up Your QuickBooks File at Year End

QuickBooks Tips & Tricks
Are you in the habit of cleaning up your QuickBooks file at year end?  If not, it's a good habit to get into as few of us ever think about including our QuickBooks file when we think of year-end cleanup. If you’ve been using QuickBooks for any length of time (like I have) or inherited the company QuickBooks file from one or more previous bookkeepers, I’m betting that your QuickBooks Lists are just full of “things” that are no longer used. Let’s go take a look shall we? Let’s start with your Chart of Accounts: Can you still see that checking account listed there that you (or someone else) closed a year or two ago? Do you see an account used for the same thing but listed with several different…
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25Oct 2013 by Nancy Smyth
How To Create a Payroll Deduction Authorization Form Using the QuickBooks Letters function

How To Create a Payroll Deduction Authorization Form Using the QuickBooks Letters function

Payroll Tips, QuickBooks Tips & Tricks
Payroll deduction authorization forms should be completed, signed and kept on file for each employee who has money taken out of his/her paycheck for anything other than permissible withholding taxes.  Yes, it's more paperwork and yet another task that an already busy payroll clerk needs to perform - BUT - QuickBooks can help you automate this task by using the tools that are built right into the program! On Tuesday, we posted an article about Recording & Tracking Employee Personal Tool Purchases made on company credit cards or lines of credit with company vendors. In that blog post, the person who asked the question indicated that sometimes the workers purchased tools on the company American Express card and would write TOC for “Take Out of Check” on the receipt -…
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27Jun 2013 by Nancy Smyth
QuickBooks Tip-How To Add a Logo and Customize Your Forms

QuickBooks Tip-How To Add a Logo and Customize Your Forms

Customers & Accounts Receivable, QuickBooks Setup & Cleanup, QuickBooks Tips & Tricks
A QuickBooks Tip on how to add your company logo and customize yoour Estimate, Invoice, and Purchase Order forms in QuickBooks. So you use QuickBooks for your all of you bookkeeping and accounting functions, including creating Estimates, Invoices, Purchase Orders, etc.  Good for you!  It sounds like you are using many of the built-in features and functions.  But do the "forms" you send your clients/customers, vendors/subcontractors scream QuickBooks when they are opened? Just because you use QuickBooks doesn't mean that you can't send out professional looking forms.  Spend some time working with your Form Templates and go from drab to WOW! Where do I find the Form Templates? You'll find the Form Templates from the QuickBooks List menu -> Templates.  Once there if you look in the Type column you'll…
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10May 2011 by Nancy Smyth

Top 10 Tuesday QuickBooks Tips from Around the Web-5/10/2011

Construction News, News You Can Use, QuickBooks Tips & Tricks, Vendors & Accounts Payable
Top 10 Tuesday features our favorite QuickBooks, social media, construction and business tips from around the web. It's tough to choose just 10 and even tougher to read everything that is of interest - if I did ....... well I wouldn't ever get anything else done! This week's Top 10 include: Carrie Kahn Why Use Accounts Payable? Darren Slaughter The Law of 25 5 Reasons to Use How-To Articles for Contractor Marketing Intuit Small Business Blog How to Deal With Working Alone Top Notch Bookkeeping Can You Read Your Balance Sheet? A Bookkeeper's Corner Do You Have a Bookkeeper Or Do You Have a "Bookkeeper"? ProBlogger 3 Simple Changes to Increase Your Subscribers by 50% BNET 5 Signs That You're The Problem QuickBooks and Beyond QuickBooks Auto Data Recovery QuickBooks…
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