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Add your favorite screen to the Icon Bar: |
1. Open the screen that you would like added to the Icon Bar.
2. Click on the View menu.
3. Select Add " name of screen" to Icon Bar.
Choose an icon and type in a name for the icon.
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Register
QuickBooks |
New and trial QuickBooks software come with
limited number of uses at which time you must register.
Registration for QuickBooks 2014- 2016 is automatic if you have
online access. |
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Changing Account Colors:, |
If your company is using more than one checking account, change the
background color for easy identification of which account you are using. Open the register for any
checking account. Click on the Edit Menu and select "Change Account Color".
Select one of the preset colors and click OK, or, click "Define Custom Colors" to create your own.
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To Do Notes |
I've never been a fan of the reminders feature
within QuickBooks except for the To Do notes.
To have your to do notes display each morning
when you open QuickBooks, From the Edit menu>preferences>
- company preference tab>click on reminders
(left bar) > click on "don't remind me" for all
(unless you use
it) except "to do notes" (click on "show list")
- my preference tab> click on show reminders
when opening a company file
To enter a new to do: From the company menu
> To do list > Ctrl + N or use the menu options.
Each morning you may want to print the to do
list. From the Company menu>to do list>from the
"to do menu
button" click on print report. To print a single to do,
highlight the to do and from the
"to do menu button", click
print note.
Be sure to make inactive all completed "to dos" or your list becomes
unwieldy.
From the company menu> To do list>Highlight the to do>Ctrl + E to
edit.
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User
permissions and passwords |
We have provided a
FREE QuickBooks password checklist to ensure all those with access to QuickBooks
have user rights only for those tasks and reports needed to get the
job done. Excellent internal control procedure. Be
sure your employees change their password regularly to maintain the
greatest security. Change passwords every month. Its a
nuisance, but convenience and security don't always go together. Make
the password harder to guess by adding punctuation or numbers as in
left*foot or yo55ur5n55ame Combine the first letters of a common
phrase to make your password. For example, you might take the phrase
"I wish I could remember my password." and turn it into the password
"iwicrmp".
It's not as
convenient, but convenience and security don't always go together
You need Adobe
Acrobat Reader software view and download this
document. If you do not have Acrobat Reader installed, click
here to access the software from Adobe.
To create passwords go to "Set up passwords" which can be found
under the Company file menu.
The administrator has complete access
to the entire QuickBooks program and sets up the security access for
the rest of the staff. One individual is named as
administrator (business owner or
controller is an ideal choice).
Upon setting up the administrator's password be sure to provide the
password to your CPA for safekeeping. A forgotten
administrator's password makes the QuickBooks
file
inaccessible (very costly to have removed by Intuit).
However, it is easy to fix when
an employee
(not admin)
has forgotten his user
password. To remedy, delete the user name and set up
a new
user (Company Menu > Set up Users > Delete User).
Remind staff of the importance of keeping passwords to themselves.
While users (other than the administrator) may not change the
security access levels, they may change their own password.
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Restricting access to QuickBooks data |
As you will see when you complete the permissions
and passwords checklist, (see above) you may
be unhappy with the
access you need to give an employee to perform his/her job
efficiently. When
you permit an employee
access to a report in QuickBooks you must also permit access to
other reports that you would prefer that they not see.
What are your options? Find the link under
permissions and passwords to a new Add ON software that
will allow you pull selected data into a second software
package and write just those reports you want your employee to have
access to.
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First
time installing QuickBooks? |
Free Installation Support / 888-320-7276
Free telephone support for first-time installation of
QuickBooks is available weekdays from
6 A.M. to 6 P.M., Pacific
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Chart
of accounts |
For a sample generic QuickBooks
Chart of Accounts,
click here
Starter chart of accounts for Contractors-
view this pdf file
(requires Adobe Reader
Download
now) Not interested in retyping all these
accounts? To download the file right-click on the link and use the
Save Target As...
QuickBooks_Contractor_Chart_of_accounts.IIF file
for import into QuickBooks (if a new browser pops up with lots of
gobbledygook - it means you did not right click on the link - try
again- RIGHT CLICK. Backup your file before importing.
To import go to QuickBooks>File Menu>Utilities>Import- Choose the
directory in which you've stored the
QuickBooks_Contractor_Chart_of_accounts.IIF. file.
Importing will add to your existing chart of accounts. It will
not replace them. |
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Free Downloadable forms templates from
QuickBooks |
Quickbooks.com template gallery has over 160 forms
to choose from.
The newer versions of QuickBooks permit download and import of form
styles.
Click on
Quickbooks.com to arrive at the forms gallery.
Find the form you prefer, click on the download button, download to
a location on your computer that
is easily found.
Import into QuickBooks. From the List Menu > Templates > click on
templates again (lower left of window) > Import
The window the opens after import is the "customize form" window
within Quickbooks. It is here that
you can make changes to fonts,
change title names, change column names, change width and length of
columns, add fields, etc. Make desired changes then click OK. Return
to this "customize form
" window at any time to make additional
changes
from the List Menu > Templates > Highlight the form you wish
to edit > Click on templates again
(lower left of window) >
Edit.
Don't be afraid to make changes, you can always download it again
and save under a new name. To delete any form you created and
customized: Go to Lists > Templates > highlight a form > press
control + D to delete.
There are several 'standard' templates that comes with QuickBooks
that cannot be deleted. |
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IIF Files |
You can import any transaction into QuickBooks
from another software package using an .iif file.
An .iif
is basically a tab-delimited txt file with an iif file
extension. QuickBooks,com provides
Sample iif files.
You can open the sample iif file in Excel. You need to map your
exported txt data to the format in the sample file.
Importing just got simpler! QuickBooks Pro and Premier makes the job easier
by allowing an
import directly from excel by assigning each excel column to a
QuickBooks field such
as customer name, address, phone number, price.
Map the columns to the right fields and save the mapping as a
template for future imports!
Click here to upgrade for as low as $199.00. |
