Automatic backups
In Quickbooks Versions 2021 Plus and above, there is an automatic backup included.
Do I need to buy new QuickBooks Software each year?
Only if you are in a version three years old AND: if you want to use the email function for invoices, estimates and statements OR if you want to run payroll through Intuit, OR if you want to use Intuit Merchant Service
2021 Brings One-Year QuickBooks Subscriptions
In prior years you could use the QuickBooks software for 3 years; but not anymore. Beginning with 2021: All versions are Plus. All QuickBooks versions are 1-year subscriptions;. Or you can purchase a 2 or 3 year subscription.
Need help preparing your year-to-date info for this year’s taxes?
I’m just an e-mail or phone call away: [email protected] or 818-631-1702
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 [...]
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.
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 [...]
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 [...]