RSSCategory: QuickBooks Tips/Tricks

QuickBooks Online iPhone / iPad 4.1 Update November 2014

Here’s a quick look at the updates that Intuit is releasing for their QuickBooks Online iPhone / iPad 4.1 November 2014 update. Please not that most of these updates only apply to the U.S. version of the IOS apps. Add, match, and accept bank transactions (U.S. only) The QuickBooks Online iPhone and iPad apps can now […]

November 25, 2014 | By | Reply More

QuickBooks 2015 R4

Intuit released the QuickBooks 2015 R4 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website, and I believe that it is also being pushed out immediately as an automatic update at the same time (but I’m not sure of that yet). I don’t have any […]

November 19, 2014 | By | 13 Replies More

QuickBooks Statement Writer vs. Excel FSM

Creating financial statements from QuickBooks data can be a tricky endeavor. Yes, it’s easy enough to choose Reports, Company and Financial, and then Profit & Loss—as long as you don’t mind account numbers embedded into your P&L report. QuickBooks Premier Accountant Edition and Enterprise Solutions users have a built–in tool known as QuickBooks Statement Writer […]

November 18, 2014 | By | 3 Replies More

Helpful QuickBooks Utilities – Batch Invoice Sales Orders

One of the reasons that QuickBooks Desktop is easier to work with is the availability for little low-cost utility programs that can be used to solve a particular problem that QuickBooks by itself can’t resolve. I’m always looking for these kinds of tools. Let’s look at a new tool, Batch Invoice Sales Orders. It should […]

November 6, 2014 | By | Reply More

Charting QuickBooks Data

You may be surprised to discover that QuickBooks offers over one dozen charts. Some of these are buried within the Reports menus, while others appear within the Company Snapshot feature. In this article I’ll show you to fastest way to access charts in QuickBooks, tricks for interacting with these charts, as well as a few […]

November 4, 2014 | By | 1 Reply More

QuickBooks Online Update for October 2014

Here’s a quick look at the updates that Intuit is releasing for their QuickBooks Online update for October 2014. Keep in mind that they roll these out to users in waves, so you might not see these right away. These are all incremental changes, tweaks to the program that help make the program more useable. […]

October 28, 2014 | By | 10 Replies More

Intuit Changes the QuickBooks ProAdvisor Program

Intuit has announced that they are reconfiguring the QuickBooks ProAdvisor program, starting December 2014. Here’s a quick overview of the changes that have just been announced. More details about this will be coming out soon. Intuit is combining the QuickBooks ProAdvisor and Cloud ProAdvisor programs rather than have two separate programs. It really didn’t make […]

October 21, 2014 | By | 27 Replies More

Intuit Introduces the New QuickBooks Online Accountant

Today Intuit introduced a major overhaul of QuickBooks Online Accountant, the tool that accounting professionals and QuickBooks ProAdvisors use to work with their QuickBooks Online clients, as well as to manage their own practice. I haven’t had my hands on this yet, so the information provided here is based on demonstrations that I’ve seen, as […]

October 21, 2014 | By | 6 Replies More

Cloud Accounting News – QuickBooks Online, FreshBoooks, Xero, Wave, Zoho Books, Kashoo, Sage One

Here’s our Cloud Accounting News for October. Wave Gets Customer Statements Wave now has customer statements, which goes hand-in-hand with Wave’s online invoices.   Wave’s statements have the basic type of things you’d expect, like a list of invoices (you can choose whether to include all invoices or only unpaid invoices), the amounts paid, and the […]

October 20, 2014 | By | 7 Replies More

QuickBooks Usage and Analytics Study

Have you run QuickBooks 2015 yet? Using test data, or your “real” company data? The first time you open your QuickBooks company file you will probably see a notice about the QuickBooks Usage and Analytics Study as shown below. If you are in a hurry you’ll probably just click the Continue button to get on […]

October 17, 2014 | By | 18 Replies More

QuickBooks 2015 R3

Intuit released the QuickBooks 2015 R3 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website, and it is also being pushed out immediately as an automatic update at the same time. I don’t have any information on non-U.S. versions. This is the first update for the […]

October 13, 2014 | By | 22 Replies More

What Is The Future for QuickBooks Enterprise Solutions?

When Intuit talks about the future directions for their QuickBooks family of products they usually divide information into two groups, QuickBooks Online and  QuickBooks Desktop. However, I think that there actually are three groups, with QuickBooks Enterprise Solutions being separate from QuickBooks Pro and Premier. Today I want to talk about what I see as […]

October 9, 2014 | By | 52 Replies More

What is the Future for QuickBooks Desktop?

We all know that QuickBooks Online is the focus for Intuit moving forward. If you go to Intuit’s site for QuickBooks it is hard to find information about any of the desktop products. However, QuickBooks Online doesn’t yet come close to providing the features that are available in QuickBooks Premier and QuickBooks Enterprise Solutions. Does […]

October 8, 2014 | By | 82 Replies More

QuickBooks Online Introduces Bank Rules

QuickBooks Online has add a new feature called Rules (or Bank Rules), which allows you to set up your own conditions for categorizing bank and credit card transactions. Previously, the best QuickBooks Online could do was enter the last known transaction for a contact. This can work well in certain situations, but there’s way too much […]

October 6, 2014 | By | 8 Replies More