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QuickBooks Desktop News

Take care of business significantly faster by using QuickBooks on up to three monitors.
Quickly find an account or sub-account by using the new search bar in the Chart of Account.
Automatically put a Past Due Stamp on outstanding invoices in order to easily keep track of who owes you what.
Don’t miss important […]

February 23rd, 2018|Tips|Comments Off on QuickBooks Desktop News

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

June 28th, 2016|Tips|Comments Off on Do I need to buy new QuickBooks Software each year?

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: