Tag: QuickBooks

Restaurant Accounting with QuickBooks: Recording Daily Sales

A restaurant’s success relies on an effective back office accounting system, and QuickBooks financial software can be a critical part of that success. QuickBooks can be used for purchasing, bill paying, tips tracking, gift certificates, cash management, time tracking, and payroll. However, restaurants that choose QuickBooks for their accounting will need to understand how to [...]

April 11, 2013 | By | 7 Replies More

Mass Updater Utility for QuickBooks Data

How many times have you found yourself needing to make a mass change of some type to your QuickBooks transaction data? It may be simple enough to make that change on a few transactions, but what if it is the same item of information hundreds of different transaction? Perhaps you mistakenly entered a group of [...]

April 9, 2013 | By | 14 Replies More

Clarifying the Critical Fix Feature in QuickBooks 2013

Last week I wrote a speculative article about the new Critical Fix feature that was included in QuickBooks 2013 R6, based on some observations I made and some outdated information that I had from earlier in the year. Well, I was a bit off base on a few things, so here is an update. As [...]

April 5, 2013 | By | 9 Replies More

QuickBooks for Law Firms: Time, Expenses and Invoicing

We’ll wrap up our series on QuickBooks for Law Firms with a look at several topics: Tracking time, entering expenses, and billing clients. We started this series with an article on how to set up QuickBooks (desktop) for a law firm, an overview of how to deal with Trust transactions, and a review of some [...]

April 3, 2013 | By | 12 Replies More

QuickBooks 2013 R6 Critical Fixes Already Showing Up?

Intuit just released the 2013 R6 Update yesterday, and already we are seeing some “critical fix” patches coming out. Is this a good thing, or not? I can’t make my mind up on this one… PLEASE NOTE THAT SOME INFO HERE IS CORRECTED in this followup article: Clarifying the Critical Fix Feature in QuickBooks 2013. [...]

March 29, 2013 | By | 9 Replies More

QuickBooks 2013 R6

Intuit has released the QuickBooks 2013 R6 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support web site, and it looks as though Intuit will push this out as an automatic update right away also, rather than a week later as is normal.  Please note that [...]

March 28, 2013 | By | 44 Replies More

QuickBooks for Law Firms: Trust Reports

In our series on QuickBooks for Law Firms we’ve talked about how to set up your file for a law firm, and to handle Trust account transactions. Now let’s talk about some important reports. Trust Client Balance Summary A Trust Client Balance Summary shows the amount each client has in the IOLTA account: Select Reports [...]

March 27, 2013 | By | Reply More

Intuit’s Direction for QuickBooks Add-On Software–Online!

Let’s face it – Intuit can’t create a feature for EVERY requirement that a business will have when using QuickBooks and QuickBooks Online. To that end, they provide several programming interfaces that independent software developers can use to create products that expand the capabilities of QuickBooks. We call these “third-party add-on” products. Intuit is changing [...]

March 21, 2013 | By | 12 Replies More

QuickBooks for Law Firms: Trust Transactions

We talked about how to prepare QuickBooks for use in a law firm, now let’s talk about how to deal with Trust/IOLTA transactions. Most of the transactions in law firms (e.g., writing checks, making deposits, entering and paying bills) are treated the same as in other businesses. However, properly handling transactions related to the Client [...]

March 20, 2013 | By | 16 Replies More

QuickBooks for Law Firms: Setup

QuickBooks Desktop is in use in thousands of small law firms throughout the US. The program is capable of handling many of the needs of these firms, as long as it is set up properly and transactions are entered correctly and consistently. This is the first of a series of articles in this blog on [...]

March 11, 2013 | By | 9 Replies More