Tag Archives: tracking

Tracking Changes to Closed Accounting Periods in QuickBooks

Posted on November 20, 2013 by Laura Madeira

Did you know that you can “lock” your QuickBooks data and prevent users from making changes to prior accounting periods? This process is what we accountants call a “soft close.” This means that at any time, if you do need … Continue reading →

Tracking Customer Deposits in QuickBooks

Posted on May 17, 2013 by Laura Madeira

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 Track the Time with the Timer in QuickBooks

Posted on March 22, 2013 by Laura Madeira

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 →