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How to Sort Transactions in QuickBooks
Another method for reviewing uncleared bank transactions is to open your bank register and follow these steps: From the menu bar select Banking, Use Register. Select the desired bank account in the Use...
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How to Set Your Home Page as the Company Snapshot in QuickBooks
If you want to have the Company Snapshot display, when you first open a company file, follow these steps: Click the Company Snapshot icon on the icon bar to open the Company Snapshot. Alternatively,...
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Reviewing the Profit & Loss Report in QuickBooks
My experience over the years has been that business owners do not look at the Balance Sheet report often, if at all. However, nearly every business owner I have worked with has reviewed the Profit...
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Tracking Changes to Closed Accounting Periods in QuickBooks
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...
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How to Use the Credit Card Audit Trail Report in QuickBooks
QuickBooks users can stay in compliance with credit card industry security requirements by enabling security around who can view, add, or edit your customers’ credit card numbers. Individual users can...
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Setting Up and Using Multiple Unit of Measure in QuickBooks
If you are using QuickBooks Premier or Enterprise, you have the option to set up Multiple Unit of Measure. A benefit of this feature is the capability to assign a specific unit default for purchases,...
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How to Add a New Vendor in QuickBooks
When you are ready to purchase materials or services for your business, you need to create a vendor. You might already have a head start on adding vendors to your file, if you used the Adding Contacts...
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How to Use Batch Invoicing in QuickBooks
Do you issue recurring invoices to a group of customers for the following? Same service or product item Same price Same billing frequency Same invoice template If you answered yes to each of these...
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QuickBooks Desktop 2017 What’s New and Improved!
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...
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What’s New and Improved for QuickBooks Desktop 2018
QuickBooks Desktop 2018 – The News is Out! Read the full article here. Sign up for free webinar: September 12 (12-1pm Central) or September 25 (12-1pm Central) Here are just a few of the new and...
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