Category Archives: QuickBooks General

How to Ensure Your Bank Account has a Correct Opening Balance in QuickBooks

Posted on December 20, 2011 by Laura Madeira

If you completed the new bank information in the EasyStep Interview, you might have already entered your statement ending balance. Click Banking > Use Register and select your bank account to open the register. If you have a balance in … Continue reading →

How to Mark Accounts as Inactive in QuickBooks

Posted on December 1, 2011 by Laura Madeira

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

Posted on November 29, 2011 by Laura Madeira

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 Alert Users Who Try to Post Transactions to Retained Earnings in QuickBooks

Posted on November 10, 2011 by Laura Madeira

Did you know that you can set a preference to warn users if they try to record a transaction to the Retained Earnings account? Click Edit > Preferences and select the Accounting preference on the left. Click the Company Preference … Continue reading →

QuickBooks Reconciliation Difference

Posted on November 2, 2011 by Laura Madeira

First determine whether the amount is significant. If the answer is yes, the best method for finding errors is to review each item marked cleared in QuickBooks with the transactions listed on your bank statements. If the difference shown on … Continue reading →

QuickBooks 2012 Training – FREE: Day Two of Virtual Conference

Posted on October 26, 2011 by Laura Madeira

Now is your chance to work in your “PJ’s”! Join us today for virtual training and learn about QuickBooks 2012! Today October 26, 2011 Starting at 10:00 a.m. CST and ending at 5:00 p.m. CST Click Here to Register, it’s … Continue reading →

What to Do Before Entering Opening Balances in QuickBooks

Posted on October 20, 2011 by Laura Madeira

Before you begin entering startup balances, make sure you have the following created in your QuickBooks data file: Chart of Accounts—This list is usually created automatically for you in the EasyStep Interview or the new Express Start with QuickBooks 2012. … Continue reading →

QuickBooks Accountant 2012 What’s New Videos

Posted on October 19, 2011 by Laura Madeira

Would you like to learn quickly about the new features in QuickBooks Accountant 2012? View these short QuickBooks Accountant 2012 Intro Training Videos for working more efficiently with your client’s files. Chapter 15 – 96 page resource document, Click Here: … Continue reading →

QuickBooks 2012 In Depth – QUE Publication

Posted on September 28, 2011 by Laura Madeira

New QuickBooks Reference Guide QuickBooks 2012 In Depth, published by QUE Recognized QuickBooks expert, Laura Madeira will be publishing yet another QuickBooks reference guide. Laura will join other respected authors of the In Depth series by QUE. Her new work … Continue reading →

QuickBooks Accountant 2012

Posted on September 26, 2011 by Laura Madeira

Accountant Center Makes Working with Client Files Easy! New for QuickBooks Accountant 2012 is the Accountant Center, customizable to include those tools and resources used most by accountants when working with multiple client files. What’s best is that you only … Continue reading →