Category Archives: QuickBooks Technical

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 →

QuickBooks File Cleanup

Posted on September 22, 2011 by Laura Madeira

Where Do I Start? I was recently asked: “Hi Laura. Thanks for taking time to share your expertise. I just started my acctg service a few months ago. What’s the best way to get started on a QB account that … Continue reading →

QuickBooks Data Sharing – Accountant’s Copy

Posted on September 20, 2011 by Laura Madeira

I was recently asked “Laura, I have not used the Accountants feature to change entries in that review section. I was wondering if it has to be “accountants copy” to function. Most of the time I am at clients office, … Continue reading →

QuickBooks and Adjusting Inventory

Posted on September 19, 2011 by Laura Madeira

There is a proper way to adjust inventory in QuickBooks. Watch this short video for more details! To complete a QuickBooks inventory adjustment: Select Vendors, Inventory Activities from the menu bar Select Adjust Quantity/Value on Hand Choose the proper Adjustment … Continue reading →

QuickBooks Enterprise 11.0 Advanced Inventory

Posted on May 18, 2011 by Laura Madeira

Recorded webinar, demonstrating setting up and using QuickBooks Enterprise 11.0 Advanced Inventory. http://www.screencast.com/t/auP8HokwwU Learn how to use the new multiple inventory warehouse site feature. Learn about these features available in QuickBooks Enterprise 11.0 or newer. Great pricing on upgrading to … Continue reading →

QuickBooks and Intuit Statement Writer

Posted on April 25, 2011 by Laura Madeira

With Intuit Statement Writer you can customize your QuickBooks Premier or Enterprise financials using the powerful features of Microsoft Excel*. Learn about the new features with the improved Intuit Statement Writer 2011. Free 30 day trial simply click on Reports, … Continue reading →

QuickBooks Closing Date – Prevent Changes to Your Accounting

Posted on March 30, 2011 by Laura Madeira

Why Set a Closing Date in QuickBooks Enterprise, Premier or Pro? It is the time of year where you have provided your accountant with you financial data to prepare the tax return. To prevent changes to the data being, set … Continue reading →

QuickBooks Inventory vs Non-Inventory Items

Posted on October 28, 2010 by Laura Madeira

Question: I have question re inventory and non-inventory items. Why would I use a non-inventory item in QuickBooks?. Answer: The reason to use Non-Inventory vs. Inventory might include: 1. You don’t “warehouse” or store the goods, your vendor drop ships … Continue reading →

QuickBooks Inventory – Startup Balances

Posted on October 23, 2010 by Laura Madeira

Entering Beginning Inventory Balances Because you will often create your inventory items days or weeks before you begin actually using your QuickBooks data file, rather than entering an opening balance for the inventory item when you create the inventory list … Continue reading →