If you are seeing slowness when using QuickBooks, there can be a variety of causes and solutions. Evaluating performance issues and what to do about them involves determining your best balance point between following one or more possible paths:Read More
If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.
- Maybe you’ve changed the date range of a balance sheet
- Filtered an inventory valuation detail down to a few items you needed to check,
- Changed a profit and loss to show by quarter.
Topics: QuickBooks Warehouse Inventory Management, Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To
Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?Read More
An issue with the new Statewide Transit Tax was brought to my attention today which may effect payroll processing in QuickBooks.
The new Transit Tax does not go into effect until July 1, but Intuit/QuickBooks has already put it into the payroll items list so it is affecting payroll.Read More
For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.Read More
Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Enterprise, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To
If you’re using QuickBooks Desktop 2015, access to important add-on services will stop working as of May 31st, 2018. You can prevent your essential add-on services from becoming obsolete by upgrading to QuickBooks Desktop 2018.Read More
Topics: News & Resources, QuickBooks Upgrades, QuickBooks Add-ons & Extensions, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, Payroll Setup, QuickBooks Sunset Versions
The sales tax adjustment feature in QuickBooks doesn’t adjust the individual sales tax item. You must create a zero cost Sales Receipt or Credit Memo depending on the plus/minus adjustment needed. The details are in the article below.Read More
In today's QuickBooks tutorial we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open.Read More
Topics: Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Reconciliation, QuickBooks Training or How To
The following guide will walk you through the process for configuring the software needed to access your virtual desktop from devices such as iPads, iPhones, Android tablets and Android phones via QuickBooks Cloud Hosting.
It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report.Read More