Tag Archives: QuickBooks Accountant

QuickBooks Desktop 2017 What’s New and Improved!

Posted on October 1, 2016 by Laura Madeira

What’s New and Improved! Want to learn about all of the new and improved features in QuickBooks Desktop 2017? Want an easy to read, technically packed document? Click Here to Sign Up For Your Free Copy – An email will … Continue reading →

QuickBooks 2013 Batch Enter Transactions – New Feature

Posted on October 16, 2012 by Laura Madeira

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 →

How to Change Your Fiscal Year in QuickBooks

Posted on January 5, 2012 by Laura Madeira

You can easily change your Fiscal Year setting in QuickBooks by choosing Company, Company Information. Changing this month does not affect individual transactions, but does ensure that the reports that filter for fiscal year-to-date transactions are correct. From Laura Madeira’s … Continue reading →

How to Ensure Your Bank Account has a Correct Opening Balance in QuickBooks

Posted on December 20, 2011 by Laura Madeira

If you completed the new bank information in the EasyStep Interview, you might have already entered your statement ending balance. Click Banking > Use Register and select your bank account to open the register. If you have a balance in … Continue reading →

How to Prevent Changes to Prior Accounting Periods in QuickBooks

Posted on December 15, 2011 by Laura Madeira

Did you know that you can prevent changes to prior accounting periods by setting a closing date and optional password? Log in as the Admin or External Accountant User, then from the Company Menu, select Set Closing Date. Click the … Continue reading →

QuickBooks Multiyear Bank Reconciliation Tip

Posted on November 8, 2011 by Laura Madeira

If you are choosing to complete a multiyear or multimonth bank reconciliation, consider reconciling through the last month of your previous fiscal year, which for most companies would be your statement ending December 31, 20xx. Choosing a month to reconcile … Continue reading →

QuickBooks Data Sharing – Accountant’s Copy

Posted on September 20, 2011 by Laura Madeira

I was recently asked “Laura, I have not used the Accountants feature to change entries in that review section. I was wondering if it has to be “accountants copy” to function. Most of the time I am at clients office, … Continue reading →

QuickBooks 2011 Great Product Give Away

Posted on October 25, 2010 by Laura Madeira

Winner of QuickBooks Premier 2011 We had our first winner in our giveaway of over $7,500 in QuickBooks products. D. Laurie was our lucky winner of QuickBooks Premier 2011.  We still have the following to give away: 4 each – … Continue reading →