Category Archives: QuickBooks 2013 in Depth

How to Create a Missing Checks Report in QuickBooks

Posted on November 1, 2013 by Laura Madeira

Ensuring that all checks, bill payments, payroll checks, customer payments, and any other banking-related transactions have been entered in the QuickBooks data file is critical to the success in accurate reporting in your own, or your client’s QuickBooks file. You … Continue reading →

Adding or Modifying a Supporting Document in QuickBooks

Posted on October 30, 2013 by Laura Madeira

You might have added a supporting document when you created a Statement Report using the Report Designer. A Cover Letter document was added to the Financial Report Contents in Report Designer, as shown here: If you did not add documents … Continue reading →

How to Create an External Accountant User in QuickBooks

Posted on October 28, 2013 by Laura Madeira

Setting up a QuickBooks user for each person who enters data, provides a level of control over the sensitive data to be viewed by this user, and gives access to specific areas in QuickBooks. For additional control, a user-specific password … Continue reading →

How to Customize the Accountant Center in QuickBooks

Posted on October 25, 2013 by Laura Madeira

If you are using QuickBooks Accountant 2013 or Enterprise Accountant 13.0, practice customizing the Accountant Center with these simple instructions. Open the Accountant Center from the Accountant menu to customize the Tools section: From the menu bar, select Accountant, Accountant … Continue reading →

Defragmenting Your Windows 7 Computer for Better QuickBooks Performance

Posted on October 23, 2013 by Laura Madeira

Fragmentation refers to any condition where data is not recorded in a logical continuous order. QuickBooks is subject to two different kinds of fragmentation—disk fragmentation and database fragmentation. An example of disk fragmentation is when a QuickBooks invoice is recorded … Continue reading →

Importing a Report or Report Group Template in QuickBooks

Posted on October 21, 2013 by Laura Madeira

QuickBooks offers the option to export and import report templates. This feature is useful for accountants who want to save time by having several clients use the same report template. Only the format and filter settings are stored with report … Continue reading →

How to Install a QuickBooks Maintenance Release

Posted on October 16, 2013 by Laura Madeira

After a new version of QuickBooks is released, changes, improvements, and fixes are provided in the form of a maintenance release. Often, Intuit offers the release as a manual download only. This is usually during the testing phase, and you … Continue reading →

How to Add or Delete Multiple Transactions in QuickBooks

Posted on October 11, 2013 by Laura Madeira

QuickBooks Online Banking Services can save you data entry time by enabling you to add multiple transactions at once. To add or delete multiple transactions, follow these steps: In the Online Banking Center, click the Add Transactions to QuickBooks button. … Continue reading →

How to Record a Credit Card Charge in QuickBooks

Posted on October 9, 2013 by Laura Madeira

QuickBooks uses the Enter Credit Card Charges transaction to record business purchases made on credit. Has your business been using this transaction type? If not, you might have recorded credit card purchases using a vendor bill payable to the credit … Continue reading →

Automatically Deducting Employee Loan Repayments in QuickBooks

Posted on October 7, 2013 by Laura Madeira

When a company provides an advance to an employee that is to be paid back in installments, you can have QuickBooks automatically calculate this amount and even stop the deductions when the total of the loan has been completely paid … Continue reading →