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 [...]

2016-10-13T01:28:17+00:00June 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.

2015-06-15T18:50:36+00:00June 15th, 2015|Tips|Comments Off on A “Getting Paid” Shortcut:

Backing up:

Starting in 2021, set up QuickBooks to use the supplied backup. I also use iDrive or 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 [...]

2020-12-03T20:57:27+00:00June 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 [...]

2015-06-15T18:51:17+00:00June 15th, 2015|Tips|Comments Off on Restore a QuickBooks file:
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