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Quicken & Other Budget/Accounting Software/Questions
| Subject | Date Asked | Expert |
| Quickbooks | 2/5/2012 | Linda Saltz, CPA, QBalance.com |
| Q: I was using Quickbooks 2009. Now I purchased Quickbooks Pro 2012. When tried to restore backup from ... A: In order to use the same data file, You need to purchase the UK version of QuickBooks. ... | ||
| Quickbooks | 2/5/2012 | Karin Hostetler |
| Q: I was using Quickbooks 2009. Now I purchased Quickbooks Pro 2012. When tried to restore backup from ... A: Did you buy your QuickBooks online? It may be that it is a UK version (there are various ... | ||
| Closing Fees for our land sale | 1/31/2012 | Linda Saltz, CPA, QBalance.com |
| Q: We sold some of our land on a land contract and I don't understand how to show the closing fees in ... A: Sorry for the delay. Your Capital gain will be based on Selling price Less Fees paid during the ... | ||
| Converting Quicken 2007 XG tp /windows 7 | 1/29/2012 | Linda Saltz, CPA, QBalance.com |
| Q: Further to your response to a question on 10/12/2011, I too want to install Quicken 2007 on my MAC ... A: You can start up an XP mode window in Windows 7 and install Quicken there and it should be ... | ||
| POS and Accounting | 1/27/2012 | Bernie Akporiaye |
| Q: I have an idea from creating a cloud based accounting software, Very similar to the intuit ... A: The issue is not going to be the programming aspect but the accounting one. So for example you would ... | ||
| POS and Accounting | 1/27/2012 | Bernie Akporiaye |
| Q: I have an idea from creating a cloud based accounting software, Very similar to the intuit ... A: Hey, I think you have a good idea, but if you neither have money, nor accounting or computing ... | ||
| QuickBooks | 1/26/2012 | Linda Saltz, CPA, QBalance.com |
| Q: Is there any way to make QuickBooks enter the donation total in the donor letter? A: You can integrate some data from QuickBooks into a Word document However, not the donation amount. ... | ||
| Intuit vs. Quickbooks | 1/21/2012 | Linda Saltz, CPA, QBalance.com |
| Q: Can you tell me what the differance is between Intuit on-line payroll and Quickbooks Pro? So hope ... A: QuickBooks Pro is a desktop edition full accounting package Including Accounts receivable, accounts ... | ||
| Transfer files from Quickbooks 2005 to 2012 | 1/19/2012 | Linda Saltz, CPA, QBalance.com |
| Q: I am the volunteer treasurer for a school's non-profit music booster organization that has been ... A: It is very easy. 1. Install Quickbooks on the new desktop, follow the installation wizard, 2. ... | ||
| Transfer data from QB 2005 to 2012 | 1/19/2012 | Karin Hostetler |
| Q: I am the volunteer treasurer for a school's music booster organization that has been using ... A: You normally should not have a problem with upgrading. The procedure is to open up your file in the ... | ||
| QB Manufacturing & Wholesale Reporting | 1/16/2012 | Karin Hostetler |
| Q: I am looking to create a report for all purchase orders within a certain date range AND the report ... A: Regretfully the MPN field in the inventory item is not a field that can be applied to any reports. ... | ||
| quickbooks pro 2007 reporting | 1/2/2012 | Linda Saltz, CPA, QBalance.com |
| Q: Can I get the total number of sales receipts from say 2011 and 2010? Then I would know how many ... A: You can accomplish this by using the find window To get started Edit Menu > find >advanced Find ... | ||
| Unbilled Costs | 12/30/2011 | Linda Saltz, CPA, QBalance.com |
| Q: and have run my interiorscape business on it since then. I have just seen a report that shows I ... A: Open an invoice - Somewhere on there ( in 2002 it was in a different location) you should see a ... | ||
| Changing Account type | 12/28/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am trying to change an account, with a history of transactions, that was mistakenly classified as ... A: Yes, go ahead and change the account type, all your transactions posted will be also be moved to the ... | ||
| 2002 QUICKBOOKS | 12/15/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am using quickbooks 2002 for my personal. I once had a business therefore the use of Q books for ... A: Unfortunately, it will not run on windows 7. Also Intuit does not let you register the software for ... | ||
| Cash basis and receivables | 11/27/2011 | Linda Saltz, CPA, QBalance.com |
| Q: Since a cash basis company only records sales income when collected, how do you set up quickbooks to ... A: On the cash basis reports in QuickBooks , before the cash is received, the report excludes both the ... | ||
| Cash basis and receivables | 11/22/2011 | Linda Saltz, CPA, QBalance.com |
| Q: Since a cash basis company only records sales income when collected, how do you set up quickbooks to ... A: Sorry for the delay in responding, I had e-mail issues and did not receive notification that there ... | ||
| adding email next to co. address | 11/9/2011 | Linda Saltz, CPA, QBalance.com |
| Q: One more, please. How can I add my email address at the bottom of my company info under Company ... A: You can add the e-mail field to the invoice template in QuickBooks In QuickBooks from the List menu ... | ||
| adding past due | 11/2/2011 | Linda Saltz, CPA, QBalance.com |
| Q: Is there a way to add a big PAST DUE to an invoice? Thank you Gabe A: You can design a new invoice TEMPLATE in QuickBooks that has a big past due on it. You will need ... | ||
| General Journal Entry Form Entities | 10/25/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am designing a "School Accounts Management Software" but I am new to finance & have almost no ... A: Yes, those fields Date, Account, Debit, Credit, Memo are the basic fields of a Journal entry You ... | ||
| Employee "Moral" Expenses | 10/22/2011 | Linda Saltz, CPA, QBalance.com |
| Q: This is one of those -- "I know I should know this, but I can't dig it out of my brain" questions. ... A: Most companies create an Employee Morale Expense account. Set up an expense account with this name ... | ||
| Shutting off alerts | 10/20/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am using quickbooks 2010, and it keeps coming up with an R13 update... which my company does not ... A: There is not a way for you to turn off those pop-ups QuickBooks has already downloaded the update. ... | ||
| Quicken Reports | 10/20/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am using Quicken 2009 Rental Property Manager, and I need help with getting reports. I want to ... A: There is a tag field in the register which will help with the report you want. Tags provide an ... | ||
| Quick books pro 2011 Refund to customer | 10/19/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I had sent the following reply to your reply. I am sure you are very busy, just hoping you can help ... A: I missed that last reply, sorry. Thank you for resending. Ok here is the accounting behind the ... | ||
| Quick books pro 2011 Refund to customer | 10/13/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I needed to refund a payment to a customer, I looked up under "help" and picked "write a refund ... A: Run a report Reports > Customer & Receivable > A/R aging Summary Double click on your customers ... | ||
| Quick books pro 2011 loan to personal | 10/12/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I have made a one day loan to our personal account (how I did this was I wrote a check from business ... A: The check written to loan you the money should be coded to a Loan account On that check under ... | ||
| Converting Quicken 2007 XG data | 10/12/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I want to use my Quicken 2007 XG data on a new laptop which has Windows 7. The laptop is a MAC AIR. ... A: Editions of Intuit's software for 2008 and prior have been Sunsetted by Intuit. Which means you will ... | ||
| Quick books pro 2011 Refund to customer | 10/1/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I needed to refund a payment to a customer, I looked up under "help" and picked "write a refund ... A: A credit memo can create a NEGATIVE accounts receivable By refunding the Credit memo with $ - and ... | ||
| inserting new messages | 9/30/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I use Quickbooks 2008. How do I add the stamp/printing PAID - on an invoice? 2 Is here a way ... A: Receive payment is found under the customer menu > about 2/3 the way down on the menu called ... | ||
| inserting new messages | 9/30/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I use Quickbooks 2008. How do I add the stamp/printing PAID - on an invoice? 2 Is here a way ... A: 1. I no longer have version 2008 on my computer so I am unable to see the feature set there. ... | ||
| inserting new messages | 9/29/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I use Quickbooks 2008. How do I add the stamp/printing PAID - on an invoice? 2 Is here a way ... A: The Paid Stamp is not available to be printed on an invoice. You can however, add a FOOTER to the ... | ||
| elliminating certain tax | 9/14/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I use ver 2008. How can I eliminate previous, unused tax brackets from the bottom of the invoice - ... A: I'm not clear as to what you have done. But check your items list (list menu > items) - at the ... | ||
| QB Enterprise 11.0 | 9/14/2011 | Linda Saltz, CPA, QBalance.com |
| Q: Please kindly let me know if the following as possible with QB: Operating QB from a cloud Citrix ... A: Yes, QB Pro or Premier offers 1. Multicurrency for both purchases and sales 2. muliple company ... | ||
| Accounting Software | 8/24/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am a bookkeeper and I would like to do bookkeeping at home for multiple companies. Can you ... A: Sorry for the delay, I was on vacation. QuickBooks Accountants edition is a terrific product for ... | ||
| Tracking Sales | 8/8/2011 | Linda Saltz, CPA, QBalance.com |
| Q: Quickbooks Pro2010 I currently track my sales using the following method: Sales Receipt/add ... A: Using a sales receipt is the best method when you have been paid for the sale before shipping the ... | ||
| Replacement Software for Microsoft Money | 8/5/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I have been a Microsoft Money user since 1999. I currently run Money 2006 on a Windows 7 platform ... A: You don't mention what type of finances you are tracking but Quicken Premier is a personal finance ... | ||
| Redo Balance sheet | 7/25/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am on Quicken 2011 home & office upgrade, rather inexperienced. I reconciled successfully every ... A: Eileen, Quicken does not have an UNDO on the bank reconciliations. First create a backup of your ... | ||
| Redo Balance sheet | 7/16/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I am on Quicken 2011 home & office upgrade, rather inexperienced. I reconciled successfully every ... A: As a USA accountant I'm familiar with Sales tax and income taxes. And since a purchase and supply ... | ||
| Quicken Repairs & Maintenance Account | 7/13/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I want to create an account in Quicken that i can put away a portion of income in for future ... A: If you are looking to have money saved and set aside for future Maintenance and Repairs expenses, ... | ||
| move a job under customer | 7/9/2011 | Linda Saltz, CPA, QBalance.com |
| Q: I have Quickbooks Pro for windows 2011, I have my customers set up with a master account for example ... A: Click on the diamond to the left of Berlin Click and HOLD that diamond while you drag it and let go ... | ||
Quicken & Other Budget/Accounting Software
Answers by Expert:
Linda Saltz, CPA, QBalance.com
Top Expert on this page
Expertise
QuickBooks best practices, troubleshooting, accounting, tax We have over 70 pages of website content about QuickBooks tips, running a business, tax and business startup at http://www.qbalance.com
Experience
Accountant and CPA over 20 years. Specializing in accounting software for over 12 years, Certified QuickBooks Pro Advisor, QuickBooks seminar instructor since 1997.
Producer of www.QBalance.com over 100 pages devoted to QuickBooks help and support
and training for small business owners in tax and accounting issues.
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