RSSCategory: Working with QuickBooks

Integrating FreshBooks with QuickBooks

FreshBooks is a very popular online program for small business billing, and the company recently announced a feature that will post information from FreshBooks into QuickBooks Desktop. Let’s take a look at how this new feature works and mention some alternatives you might want to consider. What FreshBooks Can Do Although the product is called “FreshBooks […]

March 3, 2014 | By | 15 Replies More

TransferMate Smooths QuickBooks Foreign Currency Payments

Dealing with suppliers in another country can be complicated. You can enable the QuickBooks foreign currency feature to help, but even with that enabled, you’ll find that working with banks and foreign currency exchange rates can be frustrating. It can also be expensive! Let’s take a look at TransferMate, a product that helps simplify these […]

February 3, 2014 | By | 2 Replies More

The Inventory Cycle in QuickBooks

While the QuickBooks Home page directs the user to follow a workflow process for simple purchasing and sales transactions, there isn’t a workflow guide to follow for the inventory cycle. For example, how do users know where pick tickets come in? How about work orders? What about shipping? Here’s an easy-to-understand model we’ve created to […]

January 28, 2014 | By | 8 Replies More

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 | 102 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