RSSCategory: Working with QuickBooks

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 | 37 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 | 16 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 | 35 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 | 17 Replies More

QuickBooks Accountant’s Copy File Transfer Service Problems with Recent Updates

If you are an accounting professional and you use the QuickBooks Accountant’s Copy File Transfer (ACFT) service  to exchange adjustments with your clients, you need to be aware of recent changes in that service and how that relates to the versions of QuickBooks that you and your client are using. Your client may run into […]

June 17, 2013 | By | 7 Replies More

QuickBooks Manufacturing with Fishbowl–Lot Numbers

I thought it might interesting to complement Charlie Russell’s recent QuickBooks manufacturing article (Quickbooks Manufacturing-Lot Number Workaround) with a similar one on the Fishbowl Manufacturing process using lot numbers. We will see that Charlie’s workaround of splitting lines to pick different lot numbers is systematized in the Fishbowl process. Editors Note: Fishbowl is an inventory […]

June 12, 2013 | By | 1 Reply More

Intuit Practice Management

Intuit is rolling out a new cloud-based product for accounting professionals this week, Intuit Practice Management (IPM). This product has been in “pilot” status for over two years now, but now anyone can sign up for it. Let’s take a quick look at what this offers. What does “practice management” mean to you? Different people […]

June 6, 2013 | By | Reply More

Working with Remote QuickBooks Clients, Remotely

QuickBooks for Windows is a desktop product, but nowadays we find that there is a great deal of interest in being able to work with QuickBooks from a remote location. This could be an employee wanting to work with data while on the road, a manager checking info from home, or an accounting professional managing […]

May 30, 2013 | By | 25 Replies More

QuickBooks Manufacturing–Lot Number Workaround

QuickBooks Enterprise has an optional Advanced Inventory add-on (which is an annual subscription) and one of the features is Inventory Lot Tracking. However, when you use this in a manufacturing environment there are a few little tricks you need to be aware of. Let’s talk about what to do if your component demand is larger […]

May 23, 2013 | By | 3 Replies More

QuickBooks Sales Tax– Negative Value on Liability Report

If you are using the sales tax feature in QuickBooks then you are most likely relying on the Sales Tax Liability report to show you the total taxable sales amount for your reporting period. Sometimes, though, there can be a very confusing entry in that report, and I often get calls asking about this. People […]

May 14, 2013 | By | 3 Replies More