Category Archives: QuickBooks Training

What’s New and Improved for QuickBooks Desktop 2018

QuickBooks Desktop 2018 – The News is Out! Read the full article here. Sign up for free webinar: September 12 (12-1pm Central) or September 25 (12-1pm Central) Here are just a few of the new and improved features: Multi-Monitor Support: Tailor your work space … Continue reading

How to Fix Unapplied Vendor Payments and Credits in QuickBooks

For both Business Owners and Accounting Professionals, a complete review of Accounts Payable, including the proper process to use in QuickBooks, which potentially avoids the corrections detailed below, can be found in Chapters 7 and 8 of Laura Madeira’s QuickBooks … Continue reading

How to Customize the Company Snapshot in QuickBooks

One of the reasons QuickBooks is so popular is the ease in which you can get reports of your financial activity. On summary reports you can “drill down” on a specific number in a report to see the underlying transactions; … Continue reading

Changing the Online Banking Mode in QuickBooks

QuickBooks makes it easy to send or receive financial information among your bank or credit card financial institutions. The interface enables you to download your transactions for easy matching and reconciliation, examine recent bank transactions, transfer money between two online … Continue reading

Recording a Statement Charge in QuickBooks

Statement charges are useful if you want to accumulate charges before requesting payment, or if you assess a regular monthly charge to your customer. Use statement charges when you are not going to be providing the customer with an invoice, … Continue reading

How to Record Customer Payments in QuickBooks

When a businesses issues invoices, or statement charges, and expects the customer to remit payment within an agreed-upon number of days you will use the Receive Payment transaction in QuickBooks. When a customer payment is posted to your bank account, … Continue reading

How to Generate the Missing Customer Invoices Report in QuickBooks

Most companies establish some control over the process of creating customer invoices. One control, if invoices are created manually in the field and later entered into QuickBooks, is to maintain a numeric invoicing pattern. Usually each invoice is one number … Continue reading

Updating Payroll Tax Tables in QuickBooks

Your purchase of an Intuit payroll subscription includes periodic tax table updates. When the federal or state government makes changes to payroll taxes or forms, you will be notified that a new tax table is available. To update your tax … Continue reading

How to Use the Payroll Checkup Diagnostic Tool in QuickBooks

After you complete payroll setup and you have created payroll checks, or year-to-date entries in QuickBooks, you are ready to review your data using the Run Payroll Checkup diagnostic tool. This feature is similar to the Payroll Setup feature. In fact, when … Continue reading

Setting Up a Loan Payment in QuickBooks

To set up a payment for a loan using the Loan Manager program in QuickBooks, follow these steps after selecting from the menu bar, Banking, Loan Manager. Select the loan from the list and click the Set Up Payment button. The … Continue reading