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Category Archives: QuickBooks Technical
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
Using Intuit Data Protect Online Backup Service with QuickBooks
Intuit Data Protect is a subscription service that will automatically back up your company file(s) and optionally other important files from your computer. When you use Intuit Data Protect as your backup method all your data needed to restore your … 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
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
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