Category Archives: QuickBooks 2013 in Depth

How to Generate the Missing Customer Invoices Report in QuickBooks

Most companies establish some control over the process of creating customer invoices. One control, if invoices are created manually in the field and later entered into QuickBooks, is to maintain a numeric invoicing pattern. Usually each invoice is one number … Continue reading

Updating Payroll Tax Tables in QuickBooks

Your purchase of an Intuit payroll subscription includes periodic tax table updates. When the federal or state government makes changes to payroll taxes or forms, you will be notified that a new tax table is available. To update your tax … Continue reading

How to Use the Payroll Checkup Diagnostic Tool in QuickBooks

After you complete payroll setup and you have created payroll checks, or year-to-date entries in QuickBooks, you are ready to review your data using the Run Payroll Checkup diagnostic tool. This feature is similar to the Payroll Setup feature. In fact, when … Continue reading

Preparing the Timer for Activities in QuickBooks

Did you know that QuickBooks offers a free Time Tracking tool? It is called QuickBooks Timer, you can find the program to install from a QuickBooks CD, or from the QuickBooks Help website: www.quickbooks.com/support search for QuickBooks Timer. Before timekeepers … Continue reading

Tracking Customer Deposits in QuickBooks

Do you require your customers to pay a deposit in advance of the product shipping, or the service being provided? You might want to track these in one of two ways: As a credit to Accounts Receivable for the specific … Continue reading

How to Create and Set Permissions for Additional Users in QuickBooks

Setting up users with permissions is recommended when you have multiple users working in the same QuickBooks file. Transactions are assigned to users and many changes to the file are also tracked to the user who logged in to the file. … Continue reading

How to Record Uncleared Bank Checks in QuickBooks

If you are new to the QuickBooks software and need to enter beginning balances from some other software solution use these instructions to enter the uncleared checks as of your startup date: From the menu bar, select Banking, Write Checks. … Continue reading

Cost of Goods Sold in QuickBooks

The Cost of Goods Sold account is for costs directly related to producing a service or good for sale. There is a direct relationship between these costs and your revenue. If your company sells a product, your cost of goods … Continue reading

How to Merge Duplicated Accounts in QuickBooks

Marking an account inactive is usually the best choice when you have duplicate or extra list entries on your chart of accounts. Making an account inactive removes it from any drop-down list where the item can be selected. However, for … Continue reading

How to Make an Item Inactive in QuickBooks

If you have found errors in your item list, a safe method for avoiding future mistakes by using the incorrect items is to make them inactive. An inactive item still displays in reports, but is not included in any drop-down … Continue reading