QuickBooks Tips and Help. Step by step solutions to commonly asked QuickBooks questions and streamlining QuickBooks procedures to your industry.

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QuickBooks help - QuickBooks is product that meets the strategic, functional and operational needs of small business while at the same time allowing people to carry out their job responsibilities efficiently and effectively in the hopes of increasing productivity and profitability.  Can you claim this about the way you use QuickBooks?  When your problem or question is unique to your business, ask for our help. As accountants and Certified QuickBooks Pro Advisors we can find a solution and improve your understanding of how best to use the software to take advantage of the power QuickBooks has to offer.  Click Here to learn more about our support 

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Click on the QuickBooks topic for a list of articles and QuickBooks tips:

Accounting and bookkeeping basics
Accounts Receivable Tips
Accounts Payable
Banking Tips
CPA Tips
Data entry
Error Messages and Problems
List Tips- Chart of Acct, item, templates, memorized trans, names, customizing QuickBooks
Office Procedures & QuickBooks & Backups
Payroll Tips
Product Tips
QuickBooks & other software
Report generating tips
Set-up Tips
Screen preferences
Quickbooks supplies

Year End QuickBooks Issues
Third party Add-On software
QuickBooks Tips submitted by Certified QuickBooks Advisors

Screen Preferences
Add frequently used activity windows to the Icon Bar
Changing Account Colors
To do notes

Data Entry and Accounts Payable Tips
Entering dates
Keyboard Shortcuts
Associating an account with a vendor
Job Costing getting the most from QuickBooks
American Express - download credit card expense
Workers Compensation and the independent contractor
List of frequently asked questions about A/P
How to print a form 1099
Memorized Transactions for recurring payments
Importing transactions
Used a 'write check' to pay a posted 'bill' transaction. How to fix.

Report Generating Tips
Organizing your Memorized Reports
Memorized reports must be updated
Customizing  QuickBooks Reports & Formatting QuickBooks Reports
Contractor Reports
QuickBooks report template gallery

Product Tips
Cloning your QuickBooks company data file
Upgrading QuickBooks- Intuit Sunset Policy
QuickBooks updates
How does quicken differ from QuickBooks
Added features of Premier and Contractors Edition
QuickBooks Remote Access - how it works
Selling an older version of QuickBooks or request a new key code
Feature comparison  older versions vs 2003
QuickBooks Software-Upgrade through a link to Intuit from this site and receive 15%-20% discount
Tell QuickBooks what features you would like to see added

Accounts Receivable Tips
Bounced Checks
Write off bad debt
Customers who are also vendors
List of frequently asked questions
E-mail forms to customers / vendors
Do you need to enter every customer name?
What to do when a customer overpays?
Cleaning up your A/R reports - removing zero balanced accounts & more


List Tips- Chart of Acct, item, templates, memorized trans, names, customizing
Merging names
Correcting a memorized transaction
Accounts, Categories, Classes- an explanation
Customizing - frequently asked questions

Office Procedures & QuickBooks
Business records-retention policy
Audit Trail- the first step in guarding against fraud.
Keeping backups offsite with USB flash units
Backing up QuickBooks using CDs
Backing up with QuickBooks online service
A few tips on general computer usage

Banking Tips
List of frequently asked questions
Bank reconciliation tips

Error Messages and Problems
Error Codes- what they mean and how to fix
Forgotten password
QuickBooks Freezes
List of frequently asked questions data & utilities
List of frequently asked questions networking
Error message C=342
Journal Entries

Payroll Tips
Employee Loans
QuickBooks Payroll set-up, training
Human Resources -everything you need to know
List of frequently asked questions
Add a company to an existing QBooks PR subscription
How to print a W2 form
Learn about payroll -
taxes, limits, deductions, forms, calculations, set-up
Websites for each State discussing payroll regulations
Over-withheld taxes
Save money on payroll taxes and income taxes with Do-it-yourself cafeteria plans.
Payroll checklists - State Unemployment tax , 940 tax

CPA Tips
CPA's-write ups & QuickBooks

QuickBooks & other software
Internet Explorer
Add on software to QuickBooks
QuickBooks customer service website

Set up Tips and Forms
User permissions/passwords
Free installation support call for first time installation
Sample chart of accounts for contractors
Adding vendor contact information to purchase orders
Free Downloadable forms templates from QuickBooks

Year End Issues
Preparing for Year End in QuickBooks
What grade will you get from your tax preparer on your QuickBooks file?
Social Security limits, Mileage Rates, Pension limits

How to print W-2's in QuickBooks
How to print 1099's in QuickBooks
Checklists for in-house payrolls at yearend
    W-2, 940
2003 tax law highlights
How long to keep business records
S Corp owners - Reasonable wages and distributions


Books to learn QuickBooks


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