For anyone out there reading this post, if you are still running a Windows XP machine - or have clients running XP - DO NOT UPGRADE to QuickBooks 2015 until you've purchased a new computer! And in my opinion, you should spend the extra money and buy a Windows 7 machine and skip Windows 8 - but that is just my opinion.
Office 365 is supported for basic Word and Excel integration, but the Outlook Sync is not. Additionally, if you rely on QuickBooks Statement Writer, neither Office 2013 or Office 365 is supported.
QuickBooks Add-On Developers, such as ourselves, do not have access to QuickBooks 2015 as yet.Continue reading
14 years ago, on a sailboat in the middle of Flathead Lake in Montana, Ben proposed and we formed Sunburst Software Solutions, Inc. (Of course I had no choice but to say yes to the marriage proposal because I was… Continue reading
A QuickBooks automatic update for QuickBooks Pro 2013, Premier 2013 (all versions or flavors - Contractor, Manufacturing, Professional Services, etc), and Enterprise 13.0 (all versions or flavors), beginning right around June 3, 2013 with the last round of the update being released today, has created more problems than it fixed for many users and 3rd party developers.
Some users said that the automatic update caused QuickBooks to crash more often and the update also caused many 3rd party desktop add-ons to error out when connecting to QuickBooks or crashed QuickBooks when it attempted to connect.
What's your policy for installing QuickBooks automatic updates?Continue reading
There is a lot to learn about using QuickBooks and there is a LOT to learn about bookkeeping! Sure there are a lot of websites (including this one) where you learn how to do very specific tasks in QuickBooks and tons of YouTube videos - but tracking down the various pieces of the learning QuickBooks puzzle is horribly time-consuming and overwhelming; and the information that is found may not entirely meet the requirements of your company.
When you hire an inexperienced person and thrust them into full-fledged bookkeeping position; it’s very likely that you will end up with nothing but a huge mess on your hands and will need to have your books cleaned up by a professional.Continue reading
Setting up QuickBooks payroll and entering historical data can be quite confusing. Thankfully, there is a built in Payroll Setup Wizard that will help you through the rough spots; like creating payroll tax items and accounts and entering historical payroll data.
Still there are choices to make. Will you be processing future payrolls through QuickBooks - if so you'll need a payroll subscription. If you use an outside payroll service and just want to get that payroll data into your company file - then turning on manual payroll might be the way to go.
When it comes to entering historical data, there are a couple of ways to do it. But the method you choose should be based on how valuable job-costed payroll is.Continue reading
Using an outside payroll service, such as Paychecx or ADP, is a popular option for many business owners. While using a payroll service often provides many benefits one of the biggest challenges or drawbacks is for the company that needs job costing. See this question submitted by a reader.
My company uses a 3rd party to do all of our payroll. We receive an itemized report back showing what we spent for the week. I am having trouble trying to get this information charged out to individual jobs. I track all of the hours separately in Excel, with estimated costs. How can I job cost this information?Continue reading
I’m a big fan of QuickBooks Group Items, I think that they are a HUGE productivity booster – but I’ve always had one gripe – they could only hold 20 items in previous versions of QuickBooks – which meant that you had to create more group items in order to accomplish what you set out to do. This has changed with the release of QuickBooks 2013. With the increased number of items that a group can hold, these item types will be even more powerful.
I often see users on the Intuit QuickBooks User forums asking how they can “memorize” an Estimate to use over and over again – why not create a group item that contains everything that you need to build your estimate?
NOTE: This increase will continue into future versions of QuickBooks from this point forward.Continue reading
Should I/Do I NEED to upgrade to QuickBooks 2013? When should I purchase QuickBooks 2013? Will the 3rd party add-ons that I use be compatible with QuickBooks 2013? Will QuickBooks 2013 run on my current computer - OR - will I need to buy a new one?
We'll answer questions like these and more!Continue reading
QuickBooks 2013 has an entirely new look and I have to admit there are many things about the product redesign that I really like, however, the biggest issue that I have with the redesign is the fact that Intuit has removed the ability to change the color scheme of the software.
Where oh where can my QuickBooks colors be, Intuit took them away from me…….ya, I know that sounds like a really bad rendition of an old song - but color is an important part of our daily lives and is said to influence our mood. What do you think of the new grey-on-grey look of the QuickBooks top icon bar?
Apparently Intuit is hearing all of the negative feedback on the lack of color and are proposing a change - if you would like to see what they are proposing (and I think it's pretty lame) take this survey at https://survey.intuit.com/survey/survey_page.cfmContinue reading