| Subject | Date Asked | Expert |
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| Due date | 7/8/2008 | Karin Hostetler |
Q: We are using QB Premier 2006. Wondering if we can specify customer need/due date by line item in the ...
A: You can set up a custom field for items and add that column to a customized sales order. To add the ...
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| Sales order & invoice amount different | 7/7/2008 | Linda Saltz, CPA, QBalance.com |
Q: Sir I am using Microsoft Accounting 2008, My question is, firstly i make a sales order, for example ...
A: I'm listed as a QuickBooks expert here at All Experts. I do not have Microsoft accounting installed, ...
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| International & Local vendor, Inventory | 7/4/2008 | Linda Saltz, CPA, QBalance.com |
Q: I am using Microsoft office accounting 2008, My busniess is office partition, for this i import ...
A: You do need to post this question to a Microsoft office accounting expert. I do not have experience ...
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| Aging and Due Date | 7/2/2008 | Karin Hostetler |
Q: We entered the wrong date on about 100 invoices. We went back and changed the date to 7/1/08 but the ...
A: The good news is this is fixable, the bad news is that you will have to go into each invoice and ...
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| Financial Planning Software | 6/30/2008 | Linda Saltz, CPA, QBalance.com |
Q: Are you aware of any freeware packages suitable for financial planning. I am not really interested ...
A: No, I dont know of freeware, but I do know of links to financial calculators: ...
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| Sales Tax Liability Report | 6/26/2008 | Linda Saltz, CPA, QBalance.com |
Q: In my sales tax liability report, my taxable sales times my tax rate does not equal my liability. ...
A: Please click on the edit menu > preferences > sales tax preferences At the bottom of company ...
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| Customising QuickBooks Invoices | 6/26/2008 | Karin Hostetler |
Q: We use QuickBooks Pro and our current invoice template displays prices including VAT. We want to ...
A: I'm not familiar with the variations in the UK version but, Quickbooks will normally default to the ...
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| Checks | 6/24/2008 | Karin Hostetler |
Q: My boss is getting Quickbook and wants to buy some blank checks on which to print. A) Do you have ...
A: I'm don't recommend particular companies or printers for check. What I can tell you is that if a ...
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| Posting receipt paid in cash | 6/21/2008 | Karin Hostetler |
Q: I am new to QB 2008 (this is my third day at my new job and I an ashamed that I do not know the ...
A: You shouldn't feel ashamed. Knowing everything on a new job (especially in only three days) is ...
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| Budget | 6/20/2008 | Karin Hostetler |
Q: I have Quicken 2007 deluxe. I have a household budget that I have been doing every month. Sometimes, ...
A: Although I'm not a Quicken expert (only Quickbooks), this is not a technical question so I'm ...
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| customer list | 6/19/2008 | Karin Hostetler |
Q: I have Quick Books Basic 2005. I have a small simple problem. My open balance customers used to be ...
A: What you have done was click on the Customer header to sort the list alphabetically. This resorts ...
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| entering credit card statement@ charges | 6/18/2008 | Karin Hostetler |
Q: I already balance my bank statement, which had all credit cards payment on it. I want to enter my ...
A: Yes you can enter them from there. Just be VERY careful that you are entering each charge to the ...
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| entering credit card statement@ charges | 6/17/2008 | Karin Hostetler |
Q: I already balance my bank statement, which had all credit cards payment on it. I want to enter my ...
A: What you need to do do is set up credit card accounts for each credit card that you have. (If you ...
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| Customer list | 6/17/2008 | Linda Saltz, CPA, QBalance.com |
Q: I have QuickBooks Basic 2005 and I have a question about my customers list.I have all my customers ...
A: In the customer list, in the title bar, click once on the words "balance total" this will sort by ...
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| Updating A memorized Transaction Group | 6/17/2008 | Karin Hostetler |
Q: I have a memorized Transaction Group which raises an invoice for subscriptions for a large number of ...
A: Regretfully there is no easy way to change prices on memorized invoices. The easiest way would be to ...
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| QB Pro 2003 - Troubleshooting | 6/16/2008 | Karin Hostetler |
Q: I have had several issues with QB 03 "un-doing" previous reconciliations. The first time this ...
A: I have not heard of such an issue that QuickBooks does this. Might it be that the books were not ...
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| Average Costing | 6/12/2008 | Karin Hostetler |
Q: We use 2007 Premier Manu and Wholesale. When creating an Inventory Assembly, QB uses the average ...
A: this is an issue with inventory in Quickbooks. At this time the only thing that you can do is go to ...
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| Never ending credit | 6/12/2008 | Karin Hostetler |
Q: I have a credit my SUTA tax that I am slowly working off. How do I show I have "paid" the tax when I ...
A: My apologies for the delay in answering. If the credit occurred in previous yrs you will have to ...
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| Inv Assembly and Average Cost | 6/12/2008 | Linda Saltz, CPA, QBalance.com |
Q: We use QB 2007 Premier Manu & Wholesale Edition. When I enter an Inventory Assembly, I also enter a ...
A: No, the solution is to get your average cost per item corrected To correct this for future builds ...
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| Never ending credit | 6/11/2008 | Linda Saltz, CPA, QBalance.com |
Q: I have a credit my SUTA tax that I am slowly working off. How do I show I have "paid" the tax when I ...
A: There are several ways to correct this. This one is fairly easy: Go to the employees menu, ...
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| Check Register | 6/10/2008 | Linda Saltz, CPA, QBalance.com |
Q: I am trying to get a handle on my accounting as I have not been posting deposits or payments outside ...
A: It sounds like you are using an item on the invoice that is pointing to the check register. We need ...
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| State Tax Report | 6/6/2008 | Linda Saltz, CPA, QBalance.com |
Q: Is there a way to produce a report for the State Taxation agency of all sales made within a specific ...
A: It could be that your version does not include this option. Try creating the report another way ...
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| State Tax Report | 6/5/2008 | Linda Saltz, CPA, QBalance.com |
Q: Is there a way to produce a report for the State Taxation agency of all sales made within a specific ...
A: Go to reports > sales reports > sales by customer detail Now you need to modify ( version 2001 had ...
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| printing custom price levels | 6/5/2008 | Karin Hostetler |
Q: Good Morning, We are running QB Premier 2007 Man. & Wholesale edition. We have added many custom ...
A: My apologies for the delay in answering your question. I'm sorry to say there is no way to pull ...
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| bank reward | 6/4/2008 | Karin Hostetler |
Q: How do I register a reward from our bank and then I use it to pay the annual fee we owed them? We ...
A: I'm not sure what you mean when you said you took that check to pay the annual fee. If you ...
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| Quickbooks -- New Company Setup | 6/3/2008 | Karin Hostetler |
Q: Greetings and Thank You in Advance for any advice you may be able to offer. We have QuickBooks ...
A: The easiest way to do that would be to: 1. Open the original file 2. export all of your lists (you ...
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| Quicken basic | 5/31/2008 | Linda Saltz, CPA, QBalance.com |
Q: This is really basic. I just bought quicken and need to get 3 years of my checkbook organized. Can ...
A: You sure can. Go ahead and enter what you can now and you can go back and enter more information as ...
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| inventory help | 5/23/2008 | Karin Hostetler |
Q: I recently purchased the 2008 Manufacturing Edition. I want to set up my inventory properly and ...
A: To answer your second question first - Yes we can do that - email me at krh.consulting@verizon.net ...
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| Correcting a Bad Average cost | 5/22/2008 | Karin Hostetler |
Q: I have a bad average cost in QB for a part, consequently COGS is extremely overstated, for each ...
A: This may get a little tricky depending on when the journal entries where done and what was filed ...
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| Correcting a Bad Average cost | 5/21/2008 | Karin Hostetler |
Q: I have a bad average cost in QB for a part, consequently COGS is extremely overstated, for each ...
A: If COG is overstated, can I safely assume that your inventory is understated? If that is the case, ...
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| Line of Credit | 5/21/2008 | Linda Saltz, CPA, QBalance.com |
Q: I read your response awhile back regarding the posting of Lines of Credit as a liability in QB. Do ...
A: You have to trace where that line of credit line was deposited, or if you paid expenses directly ...
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| Upgrade to Quicken 2003 | 5/19/2008 | Linda Saltz, CPA, QBalance.com |
Q: Is there an upgrade to Quicken 2003 which has updated backup capabilities?
A: Generally, any changes in functionality is considered and Upgrade and comes out once a year and is ...
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| Simple Start conversion | 5/18/2008 | Karin Hostetler |
Q: Do I need to prepare a backup copy of my Simple Start transactions in order to transfer to QBP? ...
A: Yes you can. You can restore the simple start edition into Premier. You will get a prompt to backup ...
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| Simple Start conversion | 5/15/2008 | Karin Hostetler |
Q: Do I need to prepare a backup copy of my Simple Start transactions in order to transfer to QBP? ...
A: You should always do a backup before any conversion. As a matter of habit, you should be backing up ...
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| Applying payments in Quicken AR. | 5/14/2008 | Linda Saltz, CPA, QBalance.com |
Q: It seems that Quicken HB does NOT offer the ability to select a specific previous overpayment ...
A: I do not use Quicken home and business, I am a QuickBooks Guru and I use Quicken for my personal ...
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| Transfers and Categories in Quicken | 5/12/2008 | Linda Saltz, CPA, QBalance.com |
Q: I have all loan accounts setup in Quicken and all of my payments to these accounts setup as ...
A: Can I assume that you want a category in the transaction to book the interest expense portion of the ...
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| Transfer btwn Two dates | 5/7/2008 | Linda Saltz, CPA, QBalance.com |
Q: i would like to know is there a way to transfer in quickbooks from one company to another company ...
A: That can be done with a 3rd party add on, with I think is about $150 from www.q2q.us called Data ...
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| Which best accounting package for my purposes? | 5/6/2008 | Linda Saltz, CPA, QBalance.com |
Q: Have not used an accounting package before and for record keeping as a sole proprietor, extensively ...
A: A corporation is required to report on your assets and liabilities, and equity including retained ...
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| Deleting Quicken Budget | 5/3/2008 | Linda Saltz, CPA, QBalance.com |
Q: How do I delete a budget that I have in How do I delete a budget in Quicken 2007?
A: Sorry for the delay, I was away for a few days. First, add a new budget Planning > Budget >set-up ...
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| expense reports in Quickbooks Pro 2006 | 5/2/2008 | Linda Saltz, CPA, QBalance.com |
Q: Is there a way to enter employee expense reports in Quickbooks Pro 2006? I have 3 employees who ...
A: I would recommend that you set up a "vendor name" for your employees. To avoid the problem of having ...
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