Category Archives: QuickBooks General

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

NEW QuickBooks® Maintenance Release 4: Color Improvements

Yep, we QuickBooks users are set in our ways. We are attached to our easy-to-learn and easy-to-use QuickBooks software, so when Intuit changed how the software looked, we complained. It’s a personal thing. Change in general is just plain hard … Continue reading

Depositing a Vendor Refund in QuickBooks

On occasion, you might receive a refund from your vendor whom you previously paid. To add a vendor refund check to your bank deposit, follow these steps: 1. Create your deposit (normally done with customer invoice payments) as usual. 2. … Continue reading

Troubleshooting the Profit & Loss Standard Report in QuickBooks

If you suspect errors with your financials, drilling down (double-clicking with your cursor) on the Total Income, Cost of Goods Sold, or Expense totals from a Profit & Loss Standard report might provide clues to the mistakes. To generate this … Continue reading

Creating an Uncleared Transactions Detail Report in QuickBooks

This report is one of the most useful to you as you research your bank reconciliation errors. You might want to memorize this report so it can be reviewed again if needed. To create an uncleared bank transactions report, follow … Continue reading

Emailing Reports in QuickBooks

Did you know that you can email reports from within QuickBooks? This can be a convenient way to get information to your customers, vendors, and even accountant. You can email reports as two types of attachments: individual Adobe PDF files … Continue reading

Importing an Intuit Interchange Format File in QuickBooks

The term Intuit Interchange Format (IIF) refers to data exchange functionality that has been around for some time. It is a method for exporting lists from one QuickBooks file and importing these lists into a new QuickBooks file. The process … Continue reading

Editing an Existing QSW Supporting Document in QuickBooks

You might find it necessary to edit the text or fields in an existing QSW supporting document. You can access the Microsoft Word .dot templates directly from a QSW Report or you can browse to the stored templates directly from … Continue reading

QuickBooks 2013 Batch Enter Transactions – New Feature

Are you using QuickBooks Accountant 2013 or any edition of QuickBooks Enterprise? Watch this short video demonstrating how to use this new feature! http://youtu.be/78wkElYj9d8 Laura will be demonstrating this and other new features in a free webinar hosted by Intuit. … Continue reading

QuickBooks Accountant 2013 Batch Enter Transactions

Accounting professionals who want to work more efficiently and profitably when providing write-up services for their clients will want to be very familiar with the new Batch Enter Transactions feature in QuickBooks Professional Bookkeeper 2013,  QuickBooks® Accountant 2013 and QuickBooks … Continue reading