Category Archives: QuickBooks 2012 In Depth

Exporting a Report or Report Group Template in QuickBooks

QuickBooks offers the option to export and import report templates. This feature is useful for accountants who want to save time by having several clients use the same report template. Only the format and filter settings are stored with report … Continue reading

Using the QuickBooks Connection Diagnostic Tool

The QuickBooks Connection Diagnostic Tool assists users in diagnosing and correcting various problems preventing proper connections between the QuickBooks application, the Database Manager, and QuickBooks Company files. This tool can troubleshoot the most common networking and multiuser errors (including H-series … Continue reading

How to Set QuickBooks Permissions in Windows

Windows permissions are required for QuickBooks. Simply installing QuickBooks for single-user or multi-user configuration will not guarantee that it will work properly. Certain Windows user permissions must be established to ensure proper access. All QuickBooks users must have full control … Continue reading

Problems Connecting to the QuickBooks Database

If your QuickBooks network suddenly starts suffering from inability to connect one or more workstations in multi-user mode to your Company file, you should promptly check to ensure that the QuickBooks Database Server Manager is running and still configured on … Continue reading

How to Use the Timer in QuickBooks

The QuickBooks Timer is a separate program that can run on its own without QuickBooks. Time recorded with the QuickBooks Timer can be added to customer invoices when you do Timer and Expense billing. ➥ For more information, see “Time … Continue reading

How to Prepare the Timer for Activities in QuickBooks

Before time keepers can track their time you need to import the QuickBooks Timer Lists. To do so, follow these steps: Launch the QuickBooks Timer. If you just recently installed the timer, you can launch it by clicking the Start … Continue reading

Installing the QuickBooks Timer

The QuickBooks Timer install file is located on the program CD-ROM. To install it, follow these steps: Insert the QuickBooks CD-ROM into the computer. Exit the QuickBooks startup if it displays. Click the Microsoft Windows Start button and select Run. … Continue reading

Using Intuit Data Protect Online Backup Service with QuickBooks

Intuit Data Protect is a subscription service that will automatically back up your company file(s) and optionally other important files from your computer. When you use Intuit Data Protect as your backup method all your data needed to restore your … Continue reading

Troubleshooting the Profit & Loss Standard Report in QuickBooks

If you suspect errors with your financials, drilling down (double-clicking with your cursor) on the Total Income, Cost of Goods Sold, or Expense totals from a Profit & Loss Standard report might provide clues to the mistakes. To generate this … Continue reading

Creating an Uncleared Transactions Detail Report in QuickBooks

This report is one of the most useful to you as you research your bank reconciliation errors. You might want to memorize this report so it can be reviewed again if needed. To create an uncleared bank transactions report, follow … Continue reading