Sharon

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To Change QuickBooks Account Information:

* From the QuickBooks Lists menu, choose Chart of Accounts.

* Select the account you want to edit.

* Click Account at the bottom of the window, and then choose Edit.

* Change the information shown in the Edit Account window.

* Click OK.

Setup: Be sure to set up QuickBooks using File, New, and complete the Interview process for […]

June 15th, 2015|QuickBooks|Comments Off on To Change QuickBooks Account Information:

A “Getting Paid” Shortcut:

There are 2 main ways to record sales in QuickBooks and QuickBooks online.

* Shortcut: If your customer pays in full, use a sales receipt.

* However, if they still owe you money for the sale, use an invoice instead.
It will then populate in your Open Invoices report.

June 15th, 2015|Tips|Comments Off on A “Getting Paid” Shortcut:

Backing up:

*  I prefer using Carbonite as a Cloud backup

*  I also have an external drive that I back up my file to every time I use it.

*  I also use a USB Flash Drive for fast and easy backups. (I use two and take one off premises).

*  Never write over the last backup or you […]

June 15th, 2015|Tips|Comments Off on Backing up:

Restore a QuickBooks file:

* Put the file you want to restore on your Desktop

* Open QuickBooks – Click on File

* Click on Restore

* Select Restore File or Restore Portable file

* Go to desktop and double-click on the file you want to restore

* Save the file (use the same name or a different one if you don’t want to […]

June 15th, 2015|Tips|Comments Off on Restore a QuickBooks file: