RSSCategory: Working with QuickBooks

QuickBooks 2014 FUTA Correction

In a recent article, I described an error in QuickBooks FUTA calculations. Intuit is pushing out a patch for QuickBooks 2014, but they’re using an alternate update method to what they normally use. I’ve discussed the ULIP patch method before – it’s a way for Intuit to push out urgent, critical fixes quickly, without having […]

January 22, 2014 | By | 2 Replies More

QuickBooks Total FUTA Wages Error

Here’s a quick note about a QuickBooks total FUTA wages error. If you’re using an Intuit payroll product and QuickBooks desktop product from 2014 through 2011, you should compare the Schedule A FUTA taxable wages with the Total taxable FUTA wages in line 7 of Form 940. There may be a rounding error that results in […]

January 17, 2014 | By | 9 Replies More

QuickBooks Freight Allocator Utility

How do you allocate freight costs to bills for inventory items that you’ve received in QuickBooks? If you want to enter a “landed cost” for these items, it can be a chore. Let’s take a look at a program that can simplify this task – the QuickBooks Freight Allocator utility from Karl Irvin. The Problem with Landed […]

January 9, 2014 | By | 6 Replies More

Goodbye to QuickBooks 2011 Support

It’s that time of year again, Intuit’s annual “Sunset” of older versions of QuickBooks. If you are using QuickBooks 2011 (Windows and Mac) then you won’t be able to use certain services and features after May 31, 2014. I won’t editorialize (much) on why this is done of if it is a good practice, I’ll […]

January 6, 2014 | By | 19 Replies More

Deleting QuickBooks Transactions and Lists

Deleting QuickBooks transactions and list records in bulk can be a time consuming task. QuickBooks (Windows desktop version) doesn’t have a feature that lets you easily delete a large number of transaction records (such as invoices, checks, inventory adjustments) or list records (such as items, customers). Within the program itself, you have to go through […]

December 11, 2013 | By | 11 Replies More

Tools for Transferring QuickBooks Inventory Data

The concept of moving data seems so simple – I want to move my data from one software program to another. But the reality is a lot more complicated. When transferring QuickBooks inventory data (either into or out of QuickBooks), you are usually restricted by the “fields” associated with the item list, either in QuickBooks […]

December 5, 2013 | By | 18 Replies More

Helpful Utilities – Inactivate QuickBooks Customers

Anyone who works extensively with QuickBooks will collect “utility programs”, tools that they use to make changes, fix problems, perform little tasks. Some of these are major tools like the Transaction Pro Importer from Baystate Consulting, one of my personal favorites. Some can be little utilities like Karl Irvin’s Invoice to Bill. Today I’d like […]

December 3, 2013 | By | 1 Reply More

Custom Fields in QuickBooks

Every business has some sort of unique information that is important to its operation. While QuickBooks Desktop provides the places to store the basic information that every business needs, you will often find that you need to store additional data such as a customer’s vehicle registration number or the weight of an inventory item – […]

November 20, 2013 | By | 68 Replies More

Disappearing QuickBooks Item Notes

Lately I’ve been seeing a rash of questions about a perceived bug in QuickBooks in several different discussion forums – how QuickBooks is not saving Notes on inventory parts. Fortunately, that isn’t what is really happening – rather than being a situation where data is lost it is just a case of poor design. Your […]

November 5, 2013 | By | 9 Replies More

The Intuit Business Operating System

Last September Intuit held the Intuit VIP Accounting Professionals Summit, where they presented their vision of the path that Intuit (and QuickBooks) is taking in the future. Here’s my take on the information they presented, with a focus on the accounting software side of things. Intuit’s focus for their “next chapter of growth” is on […]

October 30, 2013 | By | 18 Replies More

Installing QuickBooks Client Collaborator

In my first article on the QuickBooks Client Collaborator my review was based on presentations made to me by Intuit, since the service wasn’t fully available at that time and I hadn’t had the chance to install it. Now that it is available, I want to go through some points concerning installing QuickBooks Client Collaborator, […]

October 24, 2013 | By | 10 Replies More

How To Integrate PayPal Into QuickBooks

PayPal has been around for a long time and to be honest, I don’t think they really care about integrating with QuickBooks. They are the payment method of choice for many people on the internet. They are trusted because they are reliable. Perfect? No, but all in all, reliable. So how to we get transactions from […]

October 14, 2013 | By | 19 Replies More

QuickBooks Negative Inventory is BAD

You can use the inventory feature in QuickBooks to keep track of the “quantity on hand” (QOH) of inventory parts and assemblies, but this can add a dimension of complexity that can create problems for a small business. One of these problems has to do with allowing negative quantities to occur. Let’s talk about why […]

July 24, 2013 | By | 42 Replies More

Tracking Use Tax on Purchases in QuickBooks

I was recently asked by a reader about how to track Use Tax on purchases in QuickBooks. In states that charge sales tax, purchasers within those states often avoid paying tax by purchasing items from out-of-state suppliers. However, they are required to report those purchases to the state in which they“use” the purchased items, and […]

June 18, 2013 | By | 18 Replies More