Recent Posts Tagged With 'General'

• Ask The QuickBooks Specialists: Lost Invoice

  Posted on Tuesday July 28th, 2009 at 14:19 in General, q&a

  Question: I seem to have lost around 80 of my most recent invoices. Any idea where they might have gone? I'm using QuickBooks Easy Start 08/09. Thanks Answer: I’m not really familiar with the non-US versions of QuickBooks, but you might w...

• Ask The QuickBooks Specialists: Tracking Bid Checks

  Posted on Friday July 10th, 2009 at 14:22 in General, q&a

  Question: We give out checks to bid on a job. We need to track the money (given to a potential customer) and make sure we get it back. Whether we win the bid or not. We need to track the check and make sure we get it in return. What is the best way ...

• Ask The QuickBooks Specialists: Credit Card Question

  Posted on Wednesday July 8th, 2009 at 17:11 in General, q&a

  Question: I would like to use the credit card function for a credit card that had a balance due on it. The bookkeeper before me used this function, but when I started, I just created the bills. It would be so clean if we could pay things in full, bu...

• Ask The QuickBooks Specialists: Report Modification

  Posted on Tuesday July 7th, 2009 at 12:45 in General, q&a

  Question: I am using QuickBooks 2006. I have a saved memorized custom transaction detail report. I want to just add a couple of additional filters. BUT when click modify report, then filters, account, pick the account then OK it changes the report t...

• Ask The QuickBooks Specialists: How to Find Lost Company Files

  Posted on Saturday July 4th, 2009 at 11:56 in General, q&a

  Question: I am having some problems with my QuickBooks account. I need some help trying to find it on my computer. Thank you. Answer: What version of QuickBooks are you using (if you don’t know, open your file and press F2). If you’ve ...

• Ask The QuickBooks Specialists: How to Set Up Payment Terms

  Posted on Friday July 3rd, 2009 at 12:56 in General, premier, q&a

  Question: On my monthly Mortgage statements, my car loans, and my water bills, I notice there are two payment amounts calculated, one for the on time payment, and one for the late payment. For example, my water bills says: Amount Due if paid by 1/...

• Ask The QuickBooks Specialists: How to Use a Clearing Account When You Have a Customer Who Is Also a Vendor

  Posted on Thursday July 2nd, 2009 at 17:21 in General, service industries, q&a

  Question: I could use some assistance in a transaction. I have a client that I also buy marketing events from. I am using my invoicing to pay for my events. It was suggested to me, to run both invoices and receipts through the clearing account, but ...

• Ask The QuickBooks Specialists: How to Allocate Payroll Taxes in QuickBooks

  Posted on Monday June 29th, 2009 at 15:20 in Payroll, General, article

  New payroll items are mapped to an expense account in QuickBooks called Payroll Expenses, but you can edit your payroll items so they post to any expense account you wish.  However, each payroll item can only be mapped to one expense account wh...

• Ask The QuickBooks Specialists: Report Dates

  Posted on Saturday June 27th, 2009 at 12:00 in General, q&a

  Question: When pulling reports, they default to today's date. How can I pull them for the date I want, without having to change the date and recalculate? Answer: Set the dates you want and then click the Memorize button. If you’re always ...

• Ask The QuickBooks Specialists: Upgrading to QuickBooks Premier 2009

  Posted on Friday June 26th, 2009 at 14:02 in General, q&a

  Question: I'm concerned about upgrading from QuickBooks Premier 2006 to 2009 due to: 1. Cost 2. Several users complaining about bugs and problems with 2009 installation and performance overall. 3. Lack of customer support from Quickbooks and...

• Ask The QuickBooks Specialists: How to Handle Bounced Checks in QuickBooks

  Posted on Thursday June 25th, 2009 at 12:07 in General, article, q&a

  How to Handle Bounced Checks in QuickBooks It's very frustrating to find out that a check that you received has bounced.  Figuring out how to handle it in QuickBooks is even worse.  When a customer's check is returned for insuffic...

• Ask The QuickBooks Specialists: Unconnected Payments

  Posted on Saturday June 20th, 2009 at 12:50 in General, q&a

  Question: I am using QuickBooks Premier Accountant 2009. A secondary business is running QuickBooks 2008. In both cases, payments received and deposited continue to show an open balance in the "Payment Received" window. This is true for EV...

• Ask The QuickBooks Specialists: How to Email Invoices Using Billing Solutions

  Posted on Tuesday June 16th, 2009 at 15:44 in General, q&a, billing solutions

  Question: I need some tips on emailing invoices using QuickBooks Pro 2009 with Billing Solutions. My attempt at email invoicing flopped. Nothing went out. I thought it did, but QuickBooks never sent them. What did I do wrong? Your help is greatly ap...

• Ask The QuickBooks Specialists: Reconciling Canceled Credit Card Payments

  Posted on Sunday June 14th, 2009 at 16:12 in General, q&a

  Question: I'm reconciling our bank account/statement. A client made a payment by credit card, then canceled it. Our April bank statement reflects a deposit from the merchant account. Our May statement currently shows the debit/withdrawal from th...

• Ask The QuickBooks Specialists: Corrupted File

  Posted on Friday June 12th, 2009 at 14:03 in General, q&a

  Question: I’ve been having problems with QuickBooks Pro 2006, specifically loss of a company file, for a few months now. I am in need of technical support as I cannot open QuickBooks at all, and therefore can’t run my business.   I...

• Ask The QuickBooks Specialists: How to Filter Reports by Day of the Week

  Posted on Saturday June 6th, 2009 at 12:57 in General, q&a

  Question: I'm trying to filter a report by day of the week, i.e., compare Fridays to Fridays and Thursdays to Thursdays...Any ideas? Answer: You can set the columns on some reports, like the Profit & Loss, to days and then download it into ...

• Ask The QuickBooks Specialists: How to Export Lists

  Posted on Wednesday May 20th, 2009 at 12:12 in General, q&a

  Question: How do I search and export information in .csv or .xls format, for fields such as employee number, loan repayment, money type, etc.? Please help. It's urgent. Answer: You can export any information stored in Quickbooks Lists at File ...

• Ask The QuickBooks Specialists: How to Check Company File Location

  Posted on Tuesday May 19th, 2009 at 20:59 in General, q&a

  Question: I work at a medical office. We have QB on multiple computers, and the company file hosted on a server. We just upgraded to QB 2009. I am able to access the file on my computer, but something is wrong with the doctor's QB, on her comput...

• Ask The QuickBooks Specialists: Entering Bills

  Posted on Monday May 18th, 2009 at 12:19 in General, q&a

  Question: When entering bills, how to I get the bill due date to automatically calculate net 20? It posts the same date I'm entering the bill as. If I do net 30 it will calculate out 30 days. Thanks. Answer: You can add/edit your terms at Lists...

• Ask The QuickBooks Specialists: Report to Track Invoices and Purchase Orders

  Posted on Sunday May 17th, 2009 at 14:51 in General, q&a

  Question: Is there a way to track both invoices and PO's created from each estimate in one simple report? Answer: Try modifying the Estimates by Job report by adding invoices and purchase orders to the transaction type (on the Filters tab).&nbs...

• Ask The QuickBooks Specialists: How to Print a Report Showing Paid/Unpaid Invoices

  Posted on Friday May 15th, 2009 at 11:53 in General, q&a

  Question: I have been using QuickBooks for a while, for our organization - mainly to create and pay invoices. I would like to print a report that would indicate which invoices are "paid" and which ones are unpaid. I found a couple of repor...

• Ask The QuickBooks Specialists: How to Upgrade QuickBooks

  Posted on Wednesday May 13th, 2009 at 11:54 in General, service industries

  Question: We are using QuickBooks Pro 2006. If we purchase QuickBooks Pro 2009, can I load it myself (is it "easy" to load) or should we have someone that is more knowledgeable about quick books load it?  Also, what will happen to the...

• Ask The QuickBooks Specialists: How to Purchase Additional Licenses for QuickBooks Premier

  Posted on Tuesday May 12th, 2009 at 12:29 in General, q&a

  Question: What is the upgrade price for the 5-user QB Premier 2009 version? Answer: I recently checked with Intuit about this for another client. They said you need to purchase additional licenses to go from 3-5 users. You can do this from within ...

• Ask The QuickBooks Specialists: How to Set User Permissions in QuickBooks Pro

  Posted on Saturday May 9th, 2009 at 13:08 in General, q&a

  Question: I am not up to speed on QB and I am not the one that utilizes all the time.  Our Comptroller utilizes this and our CEO needs reports, so that he can keep up with outstanding invoices and paid invoices.  We have been able to gener...

• Ask The QuickBooks Specialists: Understanding QuickBooks Budget Logic

  Posted on Friday May 8th, 2009 at 12:15 in General, q&a

  Question: I’ve seen several of your answers in the quickbooks community and I need a little help.  I’m trying to understand how the logic works in quickbooks budgeting.  I budget by project (sub-class) to create a department (cl...

• Ask The QuickBooks Specialists: Moving Data from One Version of QuickBooks to Another

  Posted on Thursday May 7th, 2009 at 12:25 in General, enterprise, nonprofits, q&a

  Question: Do you offer services in moving data from one version of QuickBooks (QuickBooks Pro 2008) to another (QuickBooks Premium Nonprofit)? I am moving the organization to a network with remote access. When we upgrade QuickBooks, I want to make s...

• Ask The QuickBooks Specialists: 1099 Vendor Gets Cash Advancements

  Posted on Wednesday May 6th, 2009 at 12:20 in General, q&a

  Question: Good morning, I have looked high and low for the correct way to document this type of transaction, and can't find out if my employer is doing this correctly. We are a trucking business. Our drivers are all Self-Employed (we have them a...

• Ask The QuickBooks Specialists: D&B Trade Exchange QuickBooks Plug-in

  Posted on Tuesday May 5th, 2009 at 13:22 in General, q&a

  Question: Can you tell us how we can get the plug in? We want to be able to report our customer’s payment experiences, but are not interested in getting any free reports from D&B, unless they want to send them. We are also interested in t...

• Ask The QuickBooks Specialists: How to Enter Credit Card Charges

  Posted on Sunday May 3rd, 2009 at 19:04 in General, q&a

  Question: I need to know how to enter CC into QuickBooks. I really need some help! Answer: You should enter your credit card charges individually in Banking -> Enter Credit Card Charges.  When you get your monthly statement, you should reco...

• How to Troubleshoot Your QuickBooks Undeposited Funds Account

  Posted on Friday May 1st, 2009 at 15:54 in General

  QuickBooks has a nifty little account, called Undeposited Funds, that is designed to make your bookkeeping life a whole lot easier.  But many users don't understand the account, and often end up with a large balance in the account which, un...