-
QuickBooks Training Products
-
Category Archives: QuickBooks Training
Creating Sales Tax Group Items in QuickBooks
Sales tax groups are optional in QuickBooks. In many states, you are required to report the collection of sales tax for a combination of city, county, and state, but you want to show the customer a single tax rate. In … Continue reading
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
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 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
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
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
What’s New for QuickBooks 2013 Virtual Conference
Intuit’s Virtual Conference is just around the corner and you won’t want to miss it! Coming to your office, dress comfortably and learn What’s New for QuickBooks 2013. Laura will be teaching on Wednesday, 10/17 from 10:30 a.m. – 12:30 … Continue reading
Practice Using Inventory Assemblies in QuickBooks
To practice adding a new Inventory Assembly (only if you have QuickBooks Premier or Enterprise), open the sample data file as instructed in Chapter 1 of QuickBooks 2012 In Depth: 1. On the Home page, click the Items & Services … Continue reading
How to Simplify Your Cost of Goods Sold Accounts in QuickBooks
When you are creating your Cost of Goods Sold accounts, consider using summary accounts, such as material, labor, and subcontract, and letting your Item List track more detail. For example, if you are a construction company and you have expenses … Continue reading