QuickBooks Articles from past newsletters
Bank Reconciliations
Why doesn't my bank reconciliation balance?
QuickBooks Accounts Receivable
Wonder why negative amounts show up on the
accounts receivable aging report ?
What to do when a customer overpays?
Linking open invoices with customer payments
Is your customer deposit account (liability) impossible to reconcile?
Protecting against internal fraud in QuickBooks
Bank Reconciliation, Audit Trails, Passwords
Internal Controls for a small business
Inventory
Inventory valuation reports vs Inventory account in the
balance sheet
Generating Reports
Deposit reports with grand totals
Customizing and formatting QuickBooks reports
Working with reports
Understanding what is behind the reports in QuickBooks
Increasing QuickBooks efficiency and performance
Memorized Transactions
QuickBooks running too slow?
Forms
Adding Vendor contact information to purchase orders
QuickBooks Year End
Preparing for Year End in QuickBooks
Year end topics and facts for the small business
What grade will you get from your tax preparer on your
QuickBooks file?
Employees and QuickBooks Payroll
Employers: Big savings in payroll tax dollars with do-it-yourself
cafeteria plans.
Department of Labor - Overtime rules
Efficiency Tips
Customizing the icon bar
Office Procedure Manual - best practices
Other
Read the guide that IRS newbies (new hires) read to learn how to audit
your industry
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QuickBooks Tips & Tricks 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
Screen Preferences
Add frequently used activity windows to the Icon Bar
Changing Account Colors
To do notes
Top
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.
Top
Report Generating Tips
Organizing your Memorized Reports
Memorized reports must be updated
Customizing QuickBooks Reports & Formatting
QuickBooks Reports
Contractor Reports
QuickBooks report template gallery
Top
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
Top
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
Top
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
Top
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
Top
Banking Tips
List of frequently asked questions
Bank reconciliation tips
Top
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
Top
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
Top
CPA Tips
CPA's-write ups & QuickBooks
Top
QuickBooks & other software
Word
Internet Explorer
Add on
software to QuickBooks
QuickBooks customer service website
Top
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
How long to keep business records
S Corp owners - Reasonable wages and distributions
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