Category Archives: QuickBooks 2013 in Depth

E-Filing Payroll Tax Payments and Forms in QuickBooks

If you selected the Intuit QuickBooks Payroll Enhanced subscription or the Intuit QuickBooks Payroll Enhanced for Accountant’s subscription for your business, you can sign up for the E-File and E-Pay service for processing and reporting your payroll tax payments. With … Continue reading

Paying and Recording a Credit Card Bill in QuickBooks

You have flexibility in how you choose to record and pay your credit card bills. The decision is based on your own circumstances because several ways can be appropriate. Options for recording credit card expenses include the following: Enter a … Continue reading

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

Recording Bartering Transactions in QuickBooks

Exchanging goods or services on a non-cash basis with a vendor that is also a customer is commonly referred to as bartering. A common scenario is that your vendor also purchases your goods or services, and you are going to … 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