How to Prevent Changes to Prior Accounting Periods in QuickBooks

Did you know that you can prevent changes to prior accounting periods by setting a closing date and optional password? Log in as the Admin or External Accountant User, then from the Company Menu, select Set Closing Date. Click the … Continue reading


QuickBooks Free Software Giveaway – Drawing on Friday 12/16/11 5 p.m. CST.

My QuickBooks 2012 Contest is coming to a close, but there’s still time to WIN! We’ve already given away nearly $2000.00 in QuickBooks merchandise! Congratulations to these lucky winners: J. vanHaaster, Murrieta, CA (QuickBooks Accountant 2012 – $499.95) J. Gomez, … Continue reading


QuickBooks at Year End – Free Webinars

Do you work with client’s QuickBooks files at year end? Are you wanting to learn how to make changes to the file using your QuickBooks Accountant 2012 tools, while your client continues their day-to-day transactions? Learn how to work more … Continue reading


Available NOW: QuickBooks Essentials LiveLessons (Video Training)

We’re happy to announce the availability of our QuickBooks Essentials LiveLessons video training course at Safari Books Online. Video includes: • Six+ hours of video instruction • Over 50 tips and techniques • Skills you can learn in fifteen minutes … Continue reading


When to Use Classes in QuickBooks

When deciding to use classes, it is important that you have only one primary purpose for the class structure. If you try to track more than one “type” of class, the value in the reporting is diminished. For example, your … Continue reading


Accrual or Cash Basis for Profit & Loss Reports in QuickBooks

My recommendation is that business owners view their business Profit & Loss report in accrual basis. This method more accurately matches their expenses with the related revenue in the same accounting period. The business’s accountant can then review the data … Continue reading


Don’t Miss Your Last Opportunity to WIN!

My QuickBooks 2012 Contest is coming to a close, but there’s still time to WIN! We’ve already given away nearly $2000.00 in QuickBooks merchandise! Congratulations to these lucky winners: J. vanHaaster, Murrieta, CA (QuickBooks Accountant 2012 – $499.95) J. Gomez, … Continue reading


How to Mark Accounts as Inactive in QuickBooks

Need to mark several accounts as inactive? Simply select the Include Inactive check box at the bottom of the Chart of Accounts list (after at least one account is inactive), as shown below. You can mark any list item you … Continue reading


How to Download a Report Template for QuickBooks

Did you know that you can download a report template from the QuickBooks website that you can import into your data or your clients’ data to provide this detail and other useful reports? See Chapter 16, “Reporting Tips and Tricks,” … Continue reading


How to Set Date Warning Preferences in QuickBooks

Fortunately, QuickBooks preferences help avoid transaction dating errors by enabling you to set a warning for date ranges. To open the date warning preference, follow these steps: 1. Log into the QuickBooks data file as the Admin or new External … Continue reading