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QuickBooks Training Products
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Author Archives: Laura Madeira
Setting Up Sales Tax in QuickBooks
In QuickBooks you can collect and remit sales tax on behalf of governmental authorities. To do so, you need to establish sales tax items and codes. You might also need to create sales tax groups. Do not forget to register … Continue reading
Preparing and Printing Payroll Tax Forms in QuickBooks
QuickBooks can print required federal and state payroll forms or E-File them for you; it couldn’t be easier to complete your payroll reporting tasks. Before preparing your first payroll tax form, complete the Payroll Tax Information box on the Company … Continue reading
Client Data Review – Tracking Status of Review Tasks
For accounting professionals using QuickBooks Accountant, review your client’s data using the Client Data Review (CDR) tool. To see how this feature works, from the Accountant Menu, select Client Data Review and then choose to open the Client Data Review … Continue reading
How to Track the Time with the Timer in QuickBooks
Timekeepers can track time using the QuickBooks Timer even if they do not have access to the QuickBooks data file. However, to be current with the list of customers, jobs, or service items, the QuickBooks Administrator should frequently export the … Continue reading
How to Create a Budget in QuickBooks
Like most business owners I have met, you probably know where your money will be spent each month, yet you might not see the value in writing it down. There is an old saying that is very appropriate here: “When … Continue reading
Creating a QuickBooks Backup
It is a good practice to protect your QuickBooks data and safeguard it against some unforeseen catastrophic event. In addition to making a backup of your data regularly, you might also consider including power protection, virus protection, and computer disk … Continue reading
Keeping Your QuickBooks Software Current
Intuit has a service discontinuation policy on its software. Live technical support and add-on business services such as payroll, credit card processing, QuickBooks Email, and online banking will be discontinued for versions three years or older. Typically, you need to … Continue reading
Announcing The Final Results of Our What’s New for QuickBooks 2013 Giveaway
This announcement marks the close of our What’s New for QuickBooks 2013 Contest and lists all of the winners! It took some time for all of the winners to reply! Click here for your updated copy of What’s New for QuickBooks … Continue reading
Using the QuickBooks Connection Diagnostic Tool
The QuickBooks Connection Diagnostic Tool assists users in diagnosing and correcting various problems preventing proper connections between the QuickBooks application, the Database Manager, and QuickBooks Company files. This tool can troubleshoot the most common networking and multiuser errors (including H-series … Continue reading