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QuickBooks Training Products
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Author Archives: Laura Madeira
Practice Using Inventory Assemblies in QuickBooks
To practice adding a new Inventory Assembly (only if you have QuickBooks Premier or Enterprise), open the sample data file as instructed in Chapter 1 of QuickBooks 2012 In Depth: 1. On the Home page, click the Items & Services … Continue reading
Accountant Center in QuickBooks Accountant Editions
Are you an accounting professional? Included with QuickBooks Accountant 2012 and QuickBooks Enterprise Accountant 12.0 is the new Accountant Center as displayed below. Open a client’s file and the Accountant Center will summarize important information about your client’s account reconciliations. … Continue reading
How to Simplify Your Cost of Goods Sold Accounts in QuickBooks
When you are creating your Cost of Goods Sold accounts, consider using summary accounts, such as material, labor, and subcontract, and letting your Item List track more detail. For example, if you are a construction company and you have expenses … Continue reading
How to Group Overhead Expenses into Fixed or Variable Categories in QuickBooks
An expense is recorded when an asset is used or there is an outflow of cash. The expense accounts were created during the Express Start or Advanced Setup and provide you with the basic classifications needed for properly tracking your … Continue reading
How to Use the Open Windows List in QuickBooks
Are you ready for another personal preference for navigating in QuickBooks? Try the Open Window List. With computer monitors getting larger and larger, you will most likely have plenty of room to use it with your QuickBooks file, see image … Continue reading
How to Create a New QuickBooks File
If you are new to QuickBooks the first task is to create a data file. Click on Create a new company from the No Company Open window. The QuickBooks Setup dialog displays with the following options: Express Start – Creating … Continue reading
How to Open a Sample File with Sample Data in QuickBooks
You can open one of the sample data files installed automatically with your QuickBooks software and begin trying out what you are shown in QuickBooks 2012 In Depth. With this data you can test creating transactions, review how lists are … Continue reading
Purpose of Accounts vs. Items in QuickBooks
When you are creating your Cost of Goods Sold accounts, consider using summary accounts, such as material, labor, and subcontract, and letting your Item List track more detail. For example, if you are a construction company and you have expenses … Continue reading
Properly Tracking Job Profitability in QuickBooks
If your vendor bill, vendor credit, or check is for a Customer:Job for which you created an estimate and you want to track using the Job Profitability reports, you need to enter your cost detail on the Items tab. You … Continue reading
New Features of QuickBooks 2013 – FREE Webinar – September 18 and 25, 2012
Don’t miss this Scaling New Heights training event – presented by Joe Woodard & conducted in cooperation with Intuit! Training curriculum provided by Laura Madeira. This FREE webinar provides a look into the New Features of QuickBooks 2013 and includes … Continue reading