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Quicken & Other Budget/Accounting Software/Questions Answered by Expert Linda Saltz, CPA, QBalance.com
| Subject | Date Asked |
| Quickbooks | 2/5/2012 |
| 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. ... | |
| Closing Fees for our land sale | 1/31/2012 |
| 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 |
| 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 ... | |
| QuickBooks | 1/26/2012 |
| 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 |
| 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 |
| 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. ... | |
| quickbooks pro 2007 reporting | 1/2/2012 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 ... | |
| Tax Liability Report Problem | 7/9/2011 |
| Q: When using the tax liability report to pay state tax due, the amount of tax due is being calculated ... A: The question is how does total sales amount to less than taxable sales. Without additional ... | |
| Conversion from Quicken 2007 to 2011 | 7/8/2011 |
| Q: Good morning Ms. Saltz, We have been Quicken users for more than 15 years and are pretty saavy, yet ... A: Quicken.com/support has seen this enough to put a knowledgebase article online. It talks about this ... | |
| Quickbook enterprise edition 2011 | 6/23/2011 |
| Q: We are a tourism company in Egypt we get clients from abroad and make tourism programs for them in ... A: QuickBooks Enterprise does support multicurrency- This is not an easy topic to explain using a ... | |
| quick books and outlook | 6/14/2011 |
| Q: Which versions of quickbooks and outlook are compatible? we need to create an invoice which we can ... A: In order for the field techs to change the data in the form you need software that is interactive, ... | |
| cutepdf won't work.. | 6/3/2011 |
| Q: About 2 weeks ago you advised me as per how to keep sending emails (invoices) using Quickbooks 2008 ... A: My background is accounting and accounting software, Im not an expert in e-mail software, so I ... | |
| Quickbooks Program | 6/2/2011 |
| Q: I have 21- We are a tourism company in Egypt we get clients from abroad and make tourism programs ... A: 1. I recommend selecting the General service based business 2. I suggest setting up a petty cash ... | |
| Online Quickbooks | 5/30/2011 |
| Q: I'm trying to set up online Quickbooks for an NGO that gives microcredits to Guatemalan women. Our ... A: The original Loan is Notes receivable Or I suggest you use the accounts receivable to track the ... | |
| Partners Equity | 5/18/2011 |
| Q: Good morning Linda, I am General Partner of a very small (family) Limited Partnership and use ... A: Sounds like you are faced with the same issue investment clubs are faced with. Unfortunately, I do ... | |
| e mailing from Quickbooks | 5/16/2011 |
| Q: Is there a way to save an the invoices on another format that will also allow e mailing an invoice ... A: You need a PDF driver. Readers allow you to open and view a PDF, like adobe reader. So if you ... | |
| e mailing from Quickbooks | 5/16/2011 |
| Q: Is there a way to save an the invoices on another format that will also allow e mailing an invoice ... A: I would need more information about the process you went through to email an invoice. Please ... | |
| Quickbooks 2008 | 5/14/2011 |
| Q: I am having a couple problems working with QBooks 2008. 1. I want to print a "Previous bank ... A: In QB Pro you should be able to open a PDF report that will display the transactions cleared at time ... | |
| Entering receipts into Quickbooks | 5/5/2011 |
| Q: I am new to Quickbooks Premier 2008 and I want to enter all my receipts (i.e. gas, hardware store, ... A: How you enter the receipts depends on how you paid for the purchase. 1. By Debit card Enter these ... | |
| Invoice | 5/2/2011 |
| Q: I used memorized transactions to create invoices for membership dues for a nonprofit that I work ... A: As long as the customer only has one invoice open and unpaid at a time, you can modify the invoice ... | |
| Invoice | 5/1/2011 |
| Q: I used memorized transactions to create invoices for membership dues for a nonprofit that I work ... A: How about using a statement to send to the patron to show balance due? Customer menu > enter ... | |
| Credit attached to vendor check I wrote | 4/29/2011 |
| Q: I paid a vendor with a check last month, and now when I go to write them another check, one of the ... A: You can create a really good report to review vendor history: Reports menu > Vendor & Payables > ... | |
| question | 4/22/2011 |
| Q: It is an accounting specialist dealing with invoice processing. It deals with vochers and using a ... A: I have not worked with SAP, I am a QuickBooks specialist. However, processes in larger companies ... | |
| Quickbooks 2011- Gift Certificates | 4/19/2011 |
| Q: Our company gives gift certificates as door prizes. How do I account for that in QB? Dianne A: This procedure is when the gift certificate is for merchandise your company will provide when the ... | |
| 2009 portable file | 4/14/2011 |
| Q: Can you restore a portable file saved in QB2009 to QB2008? If so, where can I find directions. ... A: Unfortunately, no, you cannot restore a backup created in 2009 to 2008. You can only restore ... | |
| alien checks | 4/13/2011 |
| Q: I have recently upgraded from 2007 pro to 2011 pro & I have windows vista. the aliened checks did ... A: QuickBooks will allow you to move (align) all printing Up/Down Right/Left Go to the file menu > ... | |
| Personal Money Mgmt Software | 4/3/2011 |
| Q: Good afternoon! I'm looking for a personal money mgmt software, in which after I set up my monthly ... A: I specialize in Quicken and QuickBooks and am not familiar with every software currently available ... | |
| Update Purpose entries in Quicken Business Mileage | 3/30/2011 |
| Q: How can I update entries in the Purpose section of Quicken Businesses Mileage? I've used this ... A: I do not know if that process is possible. When Quicken files become too large, I recommend ... | |
| Entry in Quicken without Journal function | 3/21/2011 |
| Q: Since Quicken does not have the ability to Journal I am not sure how to make some corrections my ... A: I believe your accountant wants you to make a new category. In my USA version to make a new ... | |
| Taking over my own accounting. | 3/19/2011 |
| Q: I have a complicated financial life and am looking for advice on whether I should take over my own ... A: I like QuickBooks for payroll, however, there is cost of $299/year for the payroll module (tax ... | |
| Converting quicken to quickbooks | 3/13/2011 |
| Q: How do I import quicken data into quick books? What steps do I need to take? A: I have an article at my website that details these steps Visit: ... | |
| Budgeting a complete loan payment and not just the interest. | 3/10/2011 |
| Q: I read the question and answer at ... A: In the first article I meant to say the P&L only displays Income and expense accounts not balance ... | |
| farm accouting | 3/8/2011 |
| Q: Can I track bushels of grain and price per bushel A: QuickBooks includes inventory tracking, and a sales price can be associated with that item. The ... | |
| Quickbookspro | 2/25/2011 |
| Q: Ihave a very small business and use quickbooks. When I run my balance sheet report, it shows that I ... A: OK so Im back to asking if the a/r aging summary agrees to the balance sheet. You said all except ... | |
| Quickbookspro | 2/24/2011 |
| Q: Ihave a very small business and use quickbooks. When I run my balance sheet report, it shows that I ... A: Are you running the balance sheet on the accrual basis and comparing it to the A/R Aging summary ... | |
| quickbooks vat | 2/23/2011 |
| Q: my husband, self employed, purchased quickbooks back in 2001 to just manager customer database, ... A: In the USA we don't have VAT tax- we have a sales tax. But I will tell you how I fix the problem ... | |
| Budget Report - Loan Payment | 2/12/2011 |
| Q: I prepare the P&L Budget vs. Actual Report. The church has a principal & interest monthly loan ... A: No, leave the interest exp in the same location. Technically, the loan repayment principle does ... | |
| Budget Report - Loan Payment | 2/12/2011 |
| Q: I prepare the P&L Budget vs. Actual Report. The church has a principal & interest monthly loan ... A: The P&L budget vs Actual report will only display balance sheet accounts. You might set up 2 more ... | |
| typing a new invoice to an existing customer | 2/4/2011 |
| Q: I use Quickbooks 2008. How can I type a new invoice to an existing customer? In another program, as ... A: First you want to be sure the customer is set up on in the customer list. You can set up customers ... | |
| Non Profit accounting software | 1/29/2011 |
| Q: We are a non profit sports club. The kids pay memberships and we set them up as customers in ... A: Customer TYPE field would solve the problem for you Go ahead and set up the donors and members last ... | |
| Quickbooks Pro 2007 Question | 1/24/2011 |
| Q: I think these are simple questions, but I've been going in circles trying to answer them. I am new ... A: If I make an error in applying the amount of a payment to a customer invoice, and save the invoice ... | |
| Quicken 2007 | 1/21/2011 |
| Q: We have been using Quicken 2007 for some time. Just recently the market values on some investments ... A: Take a look at this article ... | |
| how to convert moneycounts 9 data into quicken 5 | 1/19/2011 |
| Q: I would love to be able to convert the files from years of accounting in Moneycounts into a new ... A: I dont know of a surefire conversion tool for you. I read an old post that says Money Counts 7 ... | |
| Inventory | 1/17/2011 |
| Q: I am using Quickbooks Premier Contractor Edition 2010. I need to add items into our inventory. ... A: I would recommend that you also adjust these items to the new account that you created called ... | |
| Multiple invocing | 1/17/2011 |
| Q: I have been looking for a multiple invoicing solution with QB for some time now. Although there are ... A: In the new edition of QuickBooks 2011 there is a new feature called batch invoicing You select all ... | |
| Inventory | 1/13/2011 |
| Q: I am using Quickbooks Premier Contractor Edition 2010. I need to add items into our inventory. ... A: If the inventory items were posted to QuickBooks when purchased using the expense tab or using a ... | |
| pro vs quickbooks | 1/6/2011 |
| Q: are files transferable between quickbooks and quickbooks pro? A: You can upgrade a QuickBooks file that uses an older version of QB to the New version of QuickBooks ... | |
| Customer payment in advance | 1/5/2011 |
| Q: I'm trying to set up Quickbooks for a medical tourism company in Guatemala. Our patients (customers) ... A: One method Set up the patient as a customer When you invoice for the lump sum use an item called ... | |
| New Register for New Year | 1/2/2011 |
| Q: My current register in Quicken 2007 is from 2006 thru 2010. I would like to start a new register. ... A: Sorry for the delay in responding. Why do you want to start a new register? Mine goes back to ... | |
| Quickbooks Pro 2010 | 1/1/2011 |
| Q: How soon will I no longer be able to use the 2010 version of Quickbooks Pro? I am never sure of when ... A: Happy New Year! Intuit will be "sunsetting" the 2008 version in May of 2011. So if things continue ... | |
| quicken 2007 & windows 7 | 12/30/2010 |
| Q: I'm trying to install quicken 2007 deluxe on a new laptop that uses windows 7 home premium. I get an ... A: Happy New Year Intuit Sunsets their software every 3 years, 2007 software has stopped being ... | |
| Inventory | 12/29/2010 |
| Q: I am making adjustments to inventory on hand. We are using Quickbooks Premier Contractor Edition ... A: I recommend using a separate inventory adjustment expense account. Lists > chart of account > New ... | |
| Qty Needed in Build assembly all 0's | 12/24/2010 |
| Q: When you create an Inventory Assembly in 2010 QB Manufacturers Edition, the components of that ... A: Sorry for the delay, I was away for the Holidays. When you enter a QTY in the QTY to Build field ... | |
| Quicken 2009 | 12/1/2010 |
| Q: I am trying to figure out if I can tract/pay commissions out of Quicken. I can't seem to figure out ... A: I dont think creating an invoice will work for you. Creating an invoice would increase your agency's ... | |
| Quicken 2009 | 11/30/2010 |
| Q: I am trying to figure out if I can tract/pay commissions out of Quicken. I can't seem to figure out ... A: I can answer this question in more detail if you could provide more information. Are they ... | |
| Opening Balances | 11/16/2010 |
| Q: I am using Quicken 2011 for the first time to set a simple personal home budget. How do I manually ... A: I have been thinking about your question to figure out what your ultimate goal might be. So here is ... | |
| Can QuickBook NPF work on a Mac | 11/9/2010 |
| Q: I recently became a treasurer for a non-profit. We're looking at QuickBooks for non profits 2010, ... A: QuickBooks NonProfit Premier edition is for a Windows PC and will not install on a Mac. There is ... | |
| Bankruptcy | 11/5/2010 |
| Q: We have 2 customers that filed bankruptcy and have outstanding balances on invoices. How do I need ... A: Enter a credit memo in the amount of the invoice plus sales tax. Customer menu > Enter Credit memo ... | |
| QuickBook Pro | 11/3/2010 |
| Q: I have changed my invoices to have a column for cost and mark up. When I create an invoice then it ... A: If your items list is set up correctly, it should not be doing that. So I need more information to ... | |
| Remote Access for Quicken | 11/1/2010 |
| Q: What is the best method for remote access to Quicken. I educate people on how to use Quicken ... A: You want a service that will allow you access to their computer "by permission". For liability ... | |
| old quicken file | 10/28/2010 |
| Q: I have a floppy disc with an old quicken file on it, which I need to open. It is dated 1994! Well, ... A: This is before my experience with Quicken, but I do believe you have a DOS file, The data file set ... | |
| Netting A/R to A/P in Quickbooks | 10/26/2010 |
| Q: I am helping a small business that has a number of accounts that net against each other with ... A: Each Customer also needs to be set up as a vendor. Since QuickBooks does not permit the exact same ... | |
| emailing problems | 10/25/2010 |
| Q: I have quickbook pro 2007 and I need to email one of my business files to a partner. The banking ... A: Does your business partner have QuickBooks 2007 installed on her computer? If not, sending her the ... | |
| Customize Quicken Report | 10/21/2010 |
| Q: I want to produce a Quicken Payee Report using a single payee for a specific time period. I do not ... A: A customized report reads the data (it does not change the actual transaction) and puts it into a ... | |
| Amex clean up | 10/20/2010 |
| Q: I am helping clean up a company's books. When I am in quickbooks, under downloaded transactions, ... A: Yes you can and it is dependent upon which desktop version (year) you are using. From the older ... | |
| locate customers in Quickbooks 2008 | 10/12/2010 |
| Q: Still, I can not figure out a very basic task - How exactly do I write a new invoice for an ... A: I believe you are looking for an invoice that is prefilled with all the items you charge a ... | |
| Using Quickbooks for a Private School (Tuition) | 9/23/2010 |
| Q: Which version of Quickbooks will do the following (Premier, Small Business, etc.): On 4/13/2004 you ... A: QuickBooks Pro can be used for a private school, but QuickBooks Premier edition includes the ... | |
| Quicken Deposits/Invoices | 9/23/2010 |
| Q: Quicken 2008 Home & Business-When I record payment for an invoice it pays the invoice but the money ... A: Quicken gives you the option of viewing your profit and loss on the accrual basis or cash basis of ... | |
| Export Customer info(emails) into Excell | 9/22/2010 |
| Q: I need to get an e-mail blast out and have the customer info in my QB. How can I export the ... A: Create the following report in QuickBooks and then click on the EXPORT icon on the report button ... | |
| inventory transfer | 9/19/2010 |
| Q: what is the correct way in quickbooks to transfer inventory from one of my stores to another. do I ... A: QuickBooks Desktop Editions 2010 and earlier do not have the capability of Multi location ... | |
| Month-end close in QucikBooks | 9/13/2010 |
| Q: I would like to close my books every month in QuickBooks. I would like to know whether I need to ... A: No, the YTD net income account is a special account (cannot post to it) therefore you cannot ... | |
| Month-end close in QucikBooks | 9/13/2010 |
| Q: I would like to close my books every month in QuickBooks. I would like to know whether I need to ... A: There is no manual close available in QuickBooks. Annually (you set up your year end under the ... | |
| Quickbooks & Non-Profit vs. For Profit | 9/9/2010 |
| Q: My business is incorporated with the state as a non-profit church, but we are not a 501c3. We ... A: Separating the entities in the future is a good idea. However, I am not an expert in rules imposed ... | |
| Quickbooks newbie | 9/8/2010 |
| Q: Brief description of my biz and situation. I actually have two businesses - First, I own and ... A: - What is the best way to distinguish between my two businesses? Create two entirely different QB ... | |
| Credit card charges | 9/7/2010 |
| Q: I have a credit card account already set-up and have made purchases on my personal credit card for ... A: In QuickBooks did you enter the credit card charges into the credit card account you set up? If ... | |
| Invoicing an Employer when you are not a subcontractor | 9/1/2010 |
| Q: So I just switched to Quicken Home and Business 2010- for most of my work, I am a subcontractor for ... A: Sorry for the delay, I went away and forgot to post here that I would not be available to answer ... | |
| Invoicing an Employer when you are not a subcontractor | 8/31/2010 |
| Q: So I just switched to Quicken Home and Business 2010- for most of my work, I am a subcontractor for ... A: You should be accumulating this revenue in a category by itself, since when you are paid you are not ... | |
| bonus follow up question | 8/30/2010 |
| Q: so it takes taxes out of a bonus check too?? ANSWER: Yes it does. All employee compensation, ... A: Don't worry about the classification "cost of goods sold" If he/she is performing a service for ... | |
| bonus follow up question | 8/26/2010 |
| Q: so it takes taxes out of a bonus check too?? ANSWER: Yes it does. All employee compensation, ... A: Sorry for the delay, I went away and forgot to post here that I would not be available to answer ... | |
| bonus follow up question | 8/25/2010 |
| Q: so it takes taxes out of a bonus check too?? ANSWER: Yes it does. All employee compensation, ... A: Subcontrators are paid via a check or bill/billpayment. Set them up as vendors. In the add'l ... | |
| bonus follow up question | 8/24/2010 |
| Q: so it takes taxes out of a bonus check too?? A: Yes it does. All employee compensation, including bonuses, must have taxes withheld and employer ... | |
| Font | 8/23/2010 |
| Q: For some reason only when i print a report the font on it when printed is super tiny and hard to ... A: I will assume a few things 1. you are using QuickBooks Enhanced payroll service where you ... | |
| Budget versus Actual | 8/21/2010 |
| Q: When I created a budget in QB Pro 2010, I asked QB to fill in the previous year's numbers as a base. ... A: You will need to edit the budget Company menu > budget and planning > budget Highlight the fields ... | |
| Associate an invoice with a deposit | 8/19/2010 |
| Q: I am using Quicken 2010 for my business billing. I invoice my customers to get paid, so I have ... A: I just did a bit of research, since I do not own Quicken H%26B. As it turns out I assumed ... | |
| Moving something out of undeposited funds | 8/19/2010 |
| Q: When I implemented quickbooks beginning with 2010, I created an invoice for '09 donations and it's ... A: I would like to help you fix this. But I need more information. If your start date was 1/1/2010, ... | |
| Associate an invoice with a deposit | 8/18/2010 |
| Q: I am using Quicken 2010 for my business billing. I invoice my customers to get paid, so I have ... A: When customer checks come in the mail, you need to enter those checks as a payment against the ... | |
| Invoicing & Inventory | 8/13/2010 |
| Q: I am using Quickbooks Premier Contractor Edition 2010. My question is in regards to invoicing and ... A: The new release of QB is due in September 2010 and might include improvements that will make this ... | |
| Invoicing & Inventory | 8/13/2010 |
| Q: I am using Quickbooks Premier Contractor Edition 2010. My question is in regards to invoicing and ... A: To reduce inventory and charge to the job Vendor menu > Inventory activities > inventory ... | |
| Discounts/tax | 8/12/2010 |
| Q: Linda, In general, should discounts on sold goods be classified as tax or non-tax? Example,for every ... A: You need to call your state sales tax department and ask them that question. Every state has their ... | |
| Quicken - ransfers between savings/checking/money market | 8/12/2010 |
| Q: I transfered $2000 from chkg to money market in Jan, and then when I look at net worth this $2000 ... A: Take a look at both registers to see how you entered the $2000 If it was entered as one transaction ... | |
| Accounting for shares in a self directed IRA using Quicken for Mac | 8/11/2010 |
| Q: I've used funds ($839,465.00) from a retirement account to set up a self directed IRA. The self ... A: The value to your IRA is the fair market value as of the last day of the year. You will need to get ... | |
| Font | 8/9/2010 |
| Q: For some reason only when i print a report the font on it when printed is super tiny and hard to ... A: I have a few more options you can try This was pulled from a Wiki article on the QuickBooks ... | |
| Quickbooks pro 2007 transfer to Quicken 2010 | 8/8/2010 |
| Q: Can I transfer several years of several bank account record from Quickbooks Pro 2007 to Quicken ... A: There is no upgrade path from QuickBooks to Quicken. So your choices are to setup Quicken from ... | |
| Recording Deposits | 8/7/2010 |
| Q: I am using Quickbooks Pro 2010. I'm in the process of entering my sales in QB and have a couple of ... A: Create a sales receipt for the trade show using a generic customer name like "trade show 2010" ... | |
| Font | 8/6/2010 |
| Q: For some reason only when i print a report the font on it when printed is super tiny and hard to ... A: This is a difficult problem to solve for through a forum. Printer settings can be found in the ... | |
| Budget to Actual Report Problem | 8/2/2010 |
| Q: I have entered my budget into QuickBooks. But when I run the Budget to Actual Report, the "Budget" ... A: Try changing your report date range to include an entire month instead of a partial month. My bet is ... | |
| Items | 7/30/2010 |
| Q: I am using Quickbooks Pro 2010. I have a couple of questions in regards to setting up items in the ... A: Set up 2 new items, type = other charge Name= Customer Deposits Received - Account = Customer ... | |
| Items | 7/30/2010 |
| Q: I am using Quickbooks Pro 2010. I have a couple of questions in regards to setting up items in the ... A: Inventory items - you are correct for the expense account use Job Materials (COGS) and the income ... | |
| budget | 7/23/2010 |
| Q: How do i adjust budget figure after posting them in quick books pro? A: Budgets can be modified by returning to the Budget screen and replacing the existing numbers with ... | |
| QB Budget-Account Order | 7/23/2010 |
| Q: When I run a budget report, I would like for the accounts to be in numerical order (with -in each ... A: Try the following : You will need to be in single user mode. List menu > chart of accounts > Click ... | |
| QuickBooks Reports | 7/14/2010 |
| Q: When I run a YTD P%26L, the report sometimes contains more accounts than a monthly P%26L which leads ... A: Modify the report (click on modify button on report button bar) click on the advanced options ... | |
| quickbooks pro 2001-export/import | 7/14/2010 |
| Q: I have an existing company file and creating another company file. I want to use some of the same ... A: The export lists (iif) files work very well, and for your 2001 version , that is the way to automate ... | |
| File Qtrly Reports | 7/6/2010 |
| Q: State of Colorado just changed how to report quarterly wages. I have to use a file transfer ... A: The following link has all the instructions and the format of your data file Copy and paste this ... | |
| QUICK BOOKS 2005 reports | 7/1/2010 |
| Q: I make reports of expenditure by category and wonder if there is a way to edit the headings which ... A: Im not familiar with the UK version of QuickBooks. But, Im sure there are many similarities. In ... | |
| A/R follow up! | 6/28/2010 |
| Q: i really appreciate you taking time to answer my question ,i had one follow up! if the owner has an ... A: You can make a journal entry. Company menu (or banking menu - depending on your version) Make ... | |
| A/R | 6/25/2010 |
| Q: my employer uses the company's credit card at times for personal items,which i place under account ... A: Set up a new chart of account If you are using QuickBooks you would List menu > chart > right ... | |
| HOA Establishment | 6/24/2010 |
| Q: We recently established an HOA in are neighborhood. Currently we only have 2 home owners, and 2 ... A: QuickBooks Pro would be a good selection for you. You can set up recurring monthly invoices which ... | |
| Quickbooks | 6/23/2010 |
| Q: Ok this is probably a dumb question but i just recently started using quickbooks and im just ... A: The payrate by default is not something that is displayed on a timesheet. Mainly for ... | |
| bankruptcy | 6/21/2010 |
| Q: How do I remove the balances due from my QuickBook Pro accounting system that have been discharged ... A: 1. First get a list of credit balances Reports > vendors > a/p aging summary > double click on ... | |
| church accounting software | 6/21/2010 |
| Q: I am the new treasurer for our small church (just about 50 people)I'd like to know if Quicken or ... A: QuickBooks Pro is a great choice for a small church for tracking deposits and check writing. You ... | |
| Quickbooks | 6/16/2010 |
| Q: Ok this is probably a dumb question but i just recently started using quickbooks and im just ... A: Great - thats an easy fix. Be sure you add every trx in the download file to your register that ... | |
| bankruptcy | 6/12/2010 |
| Q: How do I remove the balances due from my QuickBook Pro accounting system that have been discharged ... A: Indeed, the procedure I detailed earlier is for how to write off a loan on your balance sheet ... | |
| bankruptcy | 6/9/2010 |
| Q: How do I remove the balances due from my QuickBook Pro accounting system that have been discharged ... A: Create a new chart of account in QuickBooks List menu > Account > right click - add new type = ... | |
| Depreciation posting in books | 6/5/2010 |
| Q: I have a question concerning the depreciation of assets. As i understand when asset is depreciated ... A: One of the principles of accounting says you do not net amounts. Netting reduces the financial ... | |
| Quickbooks pro 2010 | 6/3/2010 |
| Q: I am currently using Quickbooks Pro 2010 i am having alot of trouble with my sales tax section with ... A: The sales tax adjustment is a journal entry created by QuickBooks A journal entry does not have a ... | |
| entering gst rebate | 6/1/2010 |
| Q: I know I post a journal entry - debiting my bank account but I don't know which acct to debit A: Im not knowledgeable in gst taxes so I dont really know why you get a rebate. Here is in the USA ... | |
| changing a defunct credit memo to bad debt | 6/1/2010 |
| Q: Entering bad debt in quickbooks? i had entered a credit memo from one of our vendors in the "enter ... A: Enter a new Bill, dated sometime this year, select the vendor with the credit balance, enter the ... | |
| Deleting a discount | 5/31/2010 |
| Q: How do I either edit/or delete a discount that I may have placed on an invoice. After I applied the ... A: You will need to open the receive payment the discount was applied to: Open the invoice > click on ... | |
| Accumulated Adjustments | 5/28/2010 |
| Q: I just started using Quicken Simple Start last year. When I got this year's trial balance there is a ... A: I will need more information to help you troubleshoot this issue. Are you using QuickBooks simple ... | |
| Change account type | 5/12/2010 |
| Q: I have quicken 2009 deluxe. I set up a banking account type as cash rather than checking in error. ... A: I dont think the account types can be changed. Most likely because of the programming behind the ... | |
| Advance to Vendors | 5/7/2010 |
| Q: The problem with advances to vendors is that these advanced amounts are not included in job cost in ... A: Technically when you advance money to your vendor- you do not YET have an expense Instead - The ... | |
| Start Up | 5/5/2010 |
| Q: I am just starting QB and am having trouble with initial steps and set up. Although I just started ... A: Here are some time saving suggestions, Enter the costs from Jan -April on a write check ... | |
| quicken home & business 2010_client invoices, deposits, undeposited funds | 5/4/2010 |
| Q: I am an interior design consultant; I have no inventory, sales tax, or employees – and now I just ... A: Undeposited funds is a "holding tank" for the receive payments. You should be receiving payments for ... | |
| deposit for a prior year donor | 5/2/2010 |
| Q: I need to record a deposit for a prior year of donations that aren't in the system because this year ... A: Post the deposit to an account called "opening balance equity" an equity account. When you are ... | |
| Tracking daily sales | 4/19/2010 |
| Q: my question is: How do I track daily sales for a pizza place in quickbooks? I am not tracking ... A: I recommend upgrading to QB Pro. In that version you have a sales receipt with multiple Item types ... | |
| outstanding loans | 4/8/2010 |
| Q: Linda, I'm setting up QB non-profit beginning in 2010 and I need to add an outstanding loan. Can ... A: There is an account specifically created in QuickBooks which you can post your Open balance sheet ... | |
| labor and materials in the chart of accounts | 4/8/2010 |
| Q: Linda, I am implementing Quickbooks non-profit and I'm not sure where to put construction labor and ... A: The value of the camp whether purchased or constructed is considered an ASSET which will be ... | |
| Quickbook file transfer to Quicken Deluex 2010 | 4/7/2010 |
| Q: Can I transfer an old Quickbooks file (QBW extension)to a Quicken Deluxe 2010 file using the file ... A: No, QBW files (QuickBooks data files) cannot be converted for use with Quicken Software You will ... | |
| Item Types | 4/2/2010 |
| Q: I have recently installed EasyStart 2007/08. I am really confused about the item types - I sell ... A: Im not familiar with your edition of QuickBooks, but my guess is the USA version is very similar so ... | |
| register | 3/31/2010 |
| Q: When I opened my register the only thing visible is 2010 the previous years are gone. I can pull a ... A: It sounds like a 2nd register (bank account was created for 2010 and the Register (bank account) ... | |
| Accidentally Deleted Budget | 3/30/2010 |
| Q: I have Quicken 2010. I accidentally said "Start Over" under the Planning a Budget and would like to ... A: Im pretty sure that is not possible. I just took a look and did not see that feature. And, based on ... | |
| QB Pro 2009 Journal Entry | 3/30/2010 |
| Q: How would I record a journal entry for a fixed item that was totaled in an accident? It was not ... A: Set up a new account in your chart of accounts List menu > account > right click New > name= Loss on ... | |
| Journal Entry help | 3/29/2010 |
| Q: I am not an accountant and I only started using QB last September, with no "formal" training. My ... A: It has been awhile since I have seen a package of ADP payroll reports. So Im working off memory, ... | |
| Quicken Budget Report | 3/28/2010 |
| Q: We are building a house and I am have created expense categories corresponding to those that I want ... A: If you enter the entire budget in the January Bucket of the budget Planning menu > budget > ... | |
| Quicken Home and Business | 3/25/2010 |
| Q: I just converted to Windows 7 and my 2002 version of Quickbooks Pro doesn't work. I am thinking if ... A: Quicken does not do a good job with accounting for balance sheet accounts. VERY CUMBERSOME! And the ... | |
| Investments | 3/23/2010 |
| Q: Our company currently uses Quickbooks for our day to day business activities. We have a Trust Bank ... A: QuickBooks does not have have the feature of tracking market values. Consider purchasing Quicken ... | |
| Setting up sales tax payable account | 3/22/2010 |
| Q: I am using QB Pro 2008. I would like to set up a sales tax payable account, but I don't know how. ... A: Actually what you call sales tax is referred to the State's as USE tax. and QuickBooks does not ... | |
| Quicken 2008 / Quickbooks 2006 | 3/20/2010 |
| Q: I have a new small business for which I use Quickbooks 2006. I also am using Quicken 2008. How can ... A: The answer to your questions is no, you cannot import transactions from QuickBooks to Quicken. There ... | |
| Best way to track income source | 3/17/2010 |
| Q: I'm in the process of setting up QB for 2010 non-profit and before we get too far into the year I"d ... A: You can use customer types Customer Center > edit customer > additional info tab> select customer ... | |
| Cancellation of Debt | 3/17/2010 |
| Q: I need to record a 1099-C Cancellation of Debt for a credit card account. Balance on the credit card ... A: Set up a new account Lists > Accounts > right click > new > type=other income name= Cancellation of ... | |
| How to issue stock for debt | 3/15/2010 |
| Q: I have a bill ledgered in Quickbooks and I would like to issue stock in my corporation in exchange ... A: Create a journal entry Company menu > create journal entry Debit Accounts Payable (enter the ... | |
| Reports | 3/12/2010 |
| Q: How can I create a report that includes payee and itemized categories, in addiotn to check amount, ... A: You did not mention which software you are using. Here are 2 I am familiar with: Quicken: Reports ... | |
| QB Pro 2009 | 3/12/2010 |
| Q: An employee charged the customer's credit card to payoff an invoice. Later another employee ... A: Placing both transactions under Suspense, with suspense netting to zero is just fine. But if you ... | |
| Quickbooks Pro 2008 | 3/10/2010 |
| Q: My boss would like me to put $5,000.00 on reserve periodically for an invoice we will receive in ... A: Set up a new Account List menu > Chart of accounts > right click New > Account type = bank, Name = ... | |
| Write off balance | 3/5/2010 |
| Q: I need to write off the balance for the credit cards for a company that has filed for bankruptcy. ... A: Can you clarify for me the data in the QuickBooks file Can I assume that the Credit cards is a ... | |
| 30% Deposit Invoice | 3/3/2010 |
| Q: We require a 30% deposit on all orders prior to start of manufacture with balance due upon shipment ... A: Some setup is required Set up a new chart of accounts List > Account > right click -new > name ... | |
| check register | 3/2/2010 |
| Q: I know there is no such thing as a dumb question...but here's one. I use quicken 2005 deluxe once a ... A: To set up a new bank account Tools Menu > Account List > On the top find the ADD Account and ... | |
| p & l report | 2/27/2010 |
| Q: I have a nutrition practice and sell supplements and service. when I do my p %26 l it includes ... A: When you do an inventory adjustment you are reducing the value of an asset and increasing an ... | |
| Quickbooks Pro - reimburseable expenses | 2/25/2010 |
| Q: I have several clients that incur expenses (travel, meals, etc) and seek reimbursement from their ... A: Most likely you have been entering the expenses as you pay them on the expense tab of checks, ... | |
| Quickbooks and home party business | 2/22/2010 |
| Q: I just started selling Scentsy and I have two questions for you. First off I see you have answered a ... A: When you enter the amount to your vendor in QB (on a check, or bill, or credit card charge) You can ... | |
| Quickbooks and home party business | 2/22/2010 |
| Q: I just started selling Scentsy and I have two questions for you. First off I see you have answered a ... A: If you are tracking your purchases of stock using inventory items, you would create a an inventory ... | |
| about line of credit in Quicken | 2/21/2010 |
| Q: but I usually download the statement and transaction directly from the bank, so I put the line of ... A: This is the type of issue that I need to see in order to provide a correct response. Are you able ... | |
| How to set up Line of credit in Quicken | 2/20/2010 |
| Q: I have a line of credit in bank, How to set up Line of credit in Quicken, In "banking " or "property ... A: A line of credit is DEBT not a bank account. Enter as a deposit in your regular checking account ... | |
| Items not showing up in P&L | 2/18/2010 |
| Q: Our former bookkeeper recorded several subcontractor labor expenses as "items" versus "expense" in ... A: Items allow for more granular data to be captured in your books and records to provide more detailed ... | |
| Recording a sell of a used car? | 2/18/2010 |
| Q: I have a client who has a small used car business. Are there any special entries to make in QB's ... A: Used Cars purchased for resale may need repair work/improvements and may sit on the lot after the ... | |
| qb receipts | 2/16/2010 |
| Q: Linda, can I print a receipt for payments that were already entered as deposits into the business ... A: Yes. In the QuickBooks deposit screen, change the account to ACCOUNTS Receivable and enter the ... | |
| Year end Bank balance | 2/16/2010 |
| Q: I reconciled Dec 31 bank statement. But after reconciling I issued cheques for Dec 31st 2009. Which ... A: If you have not yet performed your January bank rec. Return to the reconciliation window Change the ... | |
| Customer Deposits recorded as a sale? | 2/15/2010 |
| Q: When I create customer deposit invoices, it records the deposit as income, liability, and ... A: If you set up your other charge item correctly (using a customer deposit liability account) You will ... | |
| qb receipts | 2/15/2010 |
| Q: Linda, can I print a receipt for payments that were already entered as deposits into the business ... A: If a payment transaction was entered and applied to an invoice, the invoice will have a PAID stamp ... | |
| Opening Balances | 2/14/2010 |
| Q: This is a follow-up question on your answer published on 10/26/2009 regarding keying opening ... A: For Bank accounts, Accounts Receivable, Accounts payable accounts and credit card accounts, I use ... | |
| unreconcile 1 month from registry in Quicken | 2/14/2010 |
| Q: January, 2009 is not reconciled correctly. How do I unreconcile just that statement? I am using ... A: There is no "unreconcile" button in Quicken. Pull out the last reconciled report and uncheck all ... | |
| 1099 | 2/11/2010 |
| Q: DO YOU HAVE TO FILE AS SELF EMPLOYED WHEN YOU RECEIVE A 1099 FROM AN EMPLOYER THAT YOU ONLY WORK FOR ... A: Yes, you report your 1099 income as self employment income. You may report this income on on ... | |
| reconciling account | 2/10/2010 |
| Q: I have reconsiled my check register and made an adjustment. When I check the register ending ... A: Reconciling uncovers missing or incorrect transaction amounts in your check register. So if the ... | |
| UFMIP-Up front Mortgage Insurance Premium | 2/8/2010 |
| Q: My daughter bought her first house for $300,000 in October,2009 in California. She obtained an FHA ... A: Sorry for the delay. Just the $231 is deductible. Qualified MIP is deductible over the first 84 ... | |
| Freight In revisted | 2/5/2010 |
| Q: First thank you for all the help you provide here. I have a question about your answer to another ... A: Inventory carrying costs is a 2nd inventory account. You would add the balance in this account at ... | |
| quicken | 2/5/2010 |
| Q: i was referred to you by Karin Hostetler as she could not answer my question. I have saved data ... A: Here is a link to the various older versions of Quicken to help you convert ... | |
| Quicken downloaded transaction matching | 2/3/2010 |
| Q: I have recently started using Quicken 2010 Premier, and have manually entered the last year of ... A: You would need to edit one of the deposits > click on Split, then add the second deposit so that ... | |
| total amount as % columns | 2/3/2010 |
| Q: I have a customized income and expense report that prints out income and expense in columns for each ... A: The % column is a default of QuickBooks Programming and basically unchecking or checking that % ... | |
| Non-Buyers Report | 2/1/2010 |
| Q: I would like to create a report in Quickbooks for customers that have not purchased within the last ... A: QuickBooks does not have this exact report. Try the following: Reports Menu > Sales reports > ... | |
| Property Management | 1/29/2010 |
| Q: I have a small apartment complex. How do I enter rents and track them for each tenant? Do I create ... A: Security deposits are reported as taxable income in the year you deposit them unless you deposit ... | |
| Property Management | 1/28/2010 |
| Q: I have a small apartment complex. How do I enter rents and track them for each tenant? Do I create ... A: Enter as a customer the number of each apartment Then right click on that customer and add a job ... | |
| Payroll -Correcting SDI Error | 1/27/2010 |
| Q: I am researching a question on behalf of a religious organization. They use QuickBooks Pro 2009. ... A: For each employee you can make a PR liability adjustment If the SDI is reported only annually, make ... | |
| Quicken 2010 and network printers | 1/21/2010 |
| Q: i just bought a network printer and it works fine, except for quicken... it does not print... the ... A: Here is a link from Quicken knowledgebase on troubleshooting printer problems ... | |
| church accounting | 1/16/2010 |
| Q: I am a new treasurer with a church, and have learned that their accounting system needs to be ... A: Businesses close bank accounts, open new ones with the same bank or transfer to a new bank all the ... | |
| QuickBooks | 1/16/2010 |
| Q: We just started using QuickBooks from Jan'01,2010. Our's is a wholesale garments import company. We ... A: Yes, you do need to set up an item to record and track the unpaid invoice in QuickBooks. I suggest ... | |
| Quickbooks/Intuit Payroll | 1/10/2010 |
| Q: At my old job I used quickbooks, and intuit for payroll. I was only there for the first 6 months of ... A: It will be the employers responsibility to get the W2s printed. When Intuit stopped performing ... | |
| Quicken's features for tracking stocks | 1/7/2010 |
| Q: I'm currently managing our CEO's personal financial data using QuickBooks, Portfolio Center & Excel ... A: Quicken Premier will download the latest investment prices and provide a Price history Chart per ... | |
| Quickbooks pro 2008 Form 940 | 1/4/2010 |
| Q: I am still trying to figure out how to assign a FUTA rate of 6.2% to the officers (exempt from SUI) ... A: I googled the above and came up with the State of Alaska, and based on my understanding, you are ... | |
| Quickbooks pro 2008 Form 940 | 12/31/2009 |
| Q: I am still trying to figure out how to assign a FUTA rate of 6.2% to the officers (exempt from SUI) ... A: Based on my understanding of payroll regulations 1. officers compensation is not exempt from SUI. ... | |
| Quicken 98 | 12/28/2009 |
| Q: I have Quicken 98 and was wondering if I could upgrade to 2010 all at once or would it have to be in ... A: I took a look at the Quicken website and it appears that you will not have to transition with an ... | |
| Quickbooks | 12/27/2009 |
| Q: When paying bills I applied a credit but now I need to re-issue the check without the credit and use ... A: Void or delete the check used to pay the bills. That will reopen the bills up in the "pay bill " ... | |
| Quickbooks- setting up lisls | 12/16/2009 |
| Q: I'm a junior accountant and was asked by a client to help set up his company file. He imports ... A: set up the following accounts in COGS 1. duty 2. freight in- sea 3. freight in - truck 4 z-allocated ... | |
| Customer return | 12/14/2009 |
| Q: Quickbooks Pro 2007. I have dealt with customer returns before and know how to create a credit memo ... A: Its helpful to have the following accounts in your cost of goods sold Inventory adjustments - and ... | |
| Quickbooks Pro - Bankruptcy Discharge | 12/14/2009 |
| Q: I am a sole proprieter who has recently been discharged under Chapter 7 bankruptcy law (personal ... A: Create a new account in QuickBooks Account type = Other income, name "discharged debt chapter 7" ... | |
| Write off balance | 12/11/2009 |
| Q: I have a client that needs to write-off an old balance and I'm not sure how to do it. The twist is ... A: This would be considered income, therefore you can create an invoice for this customer, date it ... | |
| Adjusting Vacation accrual in Employee Record | 12/10/2009 |
| Q: If I adjust the vacation accrual date will it update the employee record retroactively? A: No, resetting the accrual period will not calculate the amount of vacation owed to an employee. You ... | |
| Volunteer stipend | 12/9/2009 |
| Q: I am being told by a couple of sources that I have to make the volunteers of our organization ... A: If you have other employees and need to file unemployment tax returns and a form 940 at year end, ... | |
| quickbooks on Windows 7 | 12/8/2009 |
| Q: I have been using QB 2001 happily for years. Now, is there some way to run it on W7 so that I can ... A: No, I do not know of any way to use older editions of QuickBooks on Vista or Windows 7 Even if you ... | |
| Reserve Acct | 12/7/2009 |
| Q: My husband &I currently have a business set up with 3 bank accts in QB: Main,Merchant(c.card ... A: If you are paying taxes on the cash basis of accounting (not the accrual method) Income is taxable ... | |
| printing bank rec | 11/23/2009 |
| Q: quicken 2009. Since just recently, upon 'finish' balances, when I clicked on 'Finished' a windown ... A: From within Quicken Click on the edit menu at the top of the screen Click on Preferences >Quicken ... | |
| Quickbooks Invoicing | 11/18/2009 |
| Q: We are a service oriented business but also sell a fair amount of products in our installations. We ... A: You can set up inventory to point to another WIP (work in process (other asset type account) instead ... | |
| Editing Deposits | 11/15/2009 |
| Q: Quickbooks Pro 2007 I'm trying to record a deposit that has been transferred to my bank account from ... A: Lets assume the service charge for a $39.99 transaction is %1.17 so you only deposit $38.82 ... | |
| HOA Management | 11/13/2009 |
| Q: We are a small management company managing 10-15 HOA's. Is QuickBooks going to work for us? A: Yes, QuickBooks works nicely for home owner associations. You can set up multiple company files - ... | |
| Error recording deposits | 11/12/2009 |
| Q: Quickboks Pro 2007, I made a deposit from customers A and B but, customer B was deposited in error. ... A: If you have not yet performed the bank reconciliation that includes that deposit, go ahead and 1. ... | |
| qb cleared balance issue ref. previous post | 11/11/2009 |
| Q: Great site! I had the same issue (pc) and selected "mark all". The cleared balance then matched ... A: To answer your question, there is no way to keypunch change the beginning balance QB gets the ... | |
| Quicken Unit Sales Reports | 11/7/2009 |
| Q: I use Quicken Home & Business for my online comic book business. I have about a dozen comics that I ... A: I think I answered this question this morning, but I received it again this evening. So forgive me ... | |
| Quicken Unit Sales Reports | 11/6/2009 |
| Q: I use Quicken Home & Business for my online comic book business. I have about a dozen comics that I ... A: In QuickBooks you can see one report (PC verssion - Im not sure the Mac has these features) Qty, ... | |
| Quicken Unit Sales Reports | 11/4/2009 |
| Q: I use Quicken Home & Business for my online comic book business. I have about a dozen comics that I ... A: Yes, QuickBooks Pro will track profitability by item, the report is called Item profitability. In ... | |
| Quicken Unit Sales Reports | 11/3/2009 |
| Q: I use Quicken Home & Business for my online comic book business. I have about a dozen comics that I ... A: QuickBooks includes a sales report, Sales by item summary which displays total Quantity and total ... | |
| Quickbooks and receipts | 10/30/2009 |
| Q: gosh this site and your answers have been so helpful to me and all of my quickbook woes, thank-you ... A: You can use the generic vendor "gas" for amounts paid out from petty cash, checking or the credit ... | |
| Customer:Job Terms | 10/28/2009 |
| Q: Is there anyway I can change the terms for a customer job. There is no terms field in the additional ... A: The main Customer (parent) holds the terms for all the jobs (children) names. Right click on the ... | |
| Quick Books - Opening balances | 10/23/2009 |
| Q: Please help me to key-in my opening balances on the Quick books? i'm using Quick Books Pro 2006. ... A: Its best and easiest to start as of the first day of your taxable year. Setting up in mid-year will ... | |
| Claiming Percentage of Auto Expenses | 10/21/2009 |
| Q: Although I'm using Sage Simply Accounting Pro 2009, I imagine the answer is the same regardless of ... A: I did answer this as soon as I received the followup but website did not save it. You may be ... | |
| Claiming Percentage of Auto Expenses | 10/20/2009 |
| Q: Although I'm using Sage Simply Accounting Pro 2009, I imagine the answer is the same regardless of ... A: If you are reconciling your bank statements & credit card statement accounts in Simply Accounting, ... | |
| 1. i import American Express transactions into quickbooks | 10/16/2009 |
| Q: 1. i import American Express transactions into quickbooks 2. some transactions are relevant to my ... A: That would depend if you are paying American Express with 1 check or with 2 checks (one from the ... | |
| Deleting items from inventory | 10/13/2009 |
| Q: We are trying to clean up our inventory and inventory list. My problem is that we have a lot of ... A: That is a big "NO" on deleting. Actually QuickBooks will not allow you to delete it. Your cost of ... | |
| Condo Management | 10/13/2009 |
| Q: Our condo HOA is planning to "self manage" to save money. We have 17 units and pay about 12 service ... A: You should purchase QuickBooks Pro, not Quicken for the purpose of financial reporting and ... | |
| QB ID- workforce Dev. fund catch up | 10/12/2009 |
| Q: At the beginning of the year I entered our Idaho workforce development fund rate correctly as 0.031 ... A: Since the employee paid tax, I still recommend making a Payroll liability adjustment for each ... | |
| QB ID- workforce Dev. fund catch up | 10/9/2009 |
| Q: At the beginning of the year I entered our Idaho workforce development fund rate correctly as 0.031 ... A: If you do not have alot of employees, I suggest making the correction using a payroll liability ... | |
| Quickbooks Pro 2008 customization | 9/29/2009 |
| Q: Linda, I am using QB Pro 2008 for a Service Business and have come up against a wall using ... A: You should be able to enter that in the description area of the invoice. Does your invoice template ... | |
| Budget vs. Actual | 9/23/2009 |
| Q: I work for a non profit. The 1st budget we input to QB was 2008-9. (Prior budgets were done in ... A: QuickBooks will print accrual and cash basis reports. Here is an option that will allow you to ... | |
| Quickbooks 2007 payroll question | 9/21/2009 |
| Q: I have Quickbooks 2007. I am entering my first payroll that I have an outside company processing ... A: Pay employees is generally used when you prepare payroll in QuickBooks. Intuit/QuickBooks will ... | |
| Deleting multiple check register entries | 9/14/2009 |
| Q: Is there a way to delete multiple check register entries rather than doing so one at a time? Thank ... A: Sorry for the delay. Sure, create a check register report as follows: Reports > Co and financial ... | |
| Deleting multiple check register entries | 9/14/2009 |
| Q: Is there a way to delete multiple check register entries rather than doing so one at a time? Thank ... A: Are you using Quicken or QuickBooks? Neither will permit deleting multiple entries at one time. ... | |
| Quicken 2003 Basic | 9/9/2009 |
| Q: I am reconciling August 2009. I have just noticed that my beginning balance is not correct. I ... A: Quicken does not have an "undo" for reconciliations. There is no way to reprint a report for a prior ... | |
| Quicken - Reconciliation Beginning Balance | 9/2/2009 |
| Q: I am using Quicken 2008 Deluxe Release R 9. The beginning bank balance in the reconciliation ... A: If you delete the duplicate transaction, your beginning balance will be corrected. This will reduce ... | |
| changing bill payments from one account to another | 9/1/2009 |
| Q: I have some bills that were assigned to the wrong accounts payable account. I can easily change the ... A: Unfortunately, you cannot. You would have to delete the payment and re-enter which will cause a ... | |
| changing bill payments from one account to another | 8/27/2009 |
| Q: I have some bills that were assigned to the wrong accounts payable account. I can easily change the ... A: Can you provide more details as to what is wrong? Im unclear as to whether the Accounts Payable ... | |
| Updating to Quickbooks Pro | 8/26/2009 |
| Q: We are a church-based preschool that has been using Quickbooks Pro 1999. Since we only do the ... A: The offset to your account balances will be Opening Balance Equity which is an Equity type of ... | |
| Delete applied discount on invoice | 8/25/2009 |
| Q: Quickbooks 2009 ProMy client had a few customers that never paid their 2007 invoices. He wanted to ... A: It sounds like there is a corrupt transaction that is causing an issue. First, backup the file. ... | |
| eWaste set up in QuickBooks | 8/21/2009 |
| Q: I would like step by step instructions on how to set up the CA. eWaste Recycling Fee in QuickBooks. ... A: Use an account number that falls close to the sale tax liability account number. Tax-Line mapping ... | |
| Quicken | 8/21/2009 |
| Q: How can I make a journal entry in Quicken? A: There is no Journal entry feature in Quicken. You most likely know you can adjust a Balance Sheet ... | |
| eWaste set up in QuickBooks | 8/19/2009 |
| Q: I would like step by step instructions on how to set up the CA. eWaste Recycling Fee in QuickBooks. ... A: You cannot use the ST feature to track this liability unless only this one item appears on an ... | |
| Loans Posting | 8/17/2009 |
| Q: Mrs. Linda, My company took loan from Citibank & i make account in Other current liability with ... A: Im going to use an example of a $100,000 loan with $7,000 paid to the bank in closing costs. First ... | |
| Query about sending Quicken files as attachements | 8/14/2009 |
| Q: I would like to send Quicken files as attachments. Can anyone tell me how this is done? Thanks A: There are five files that make up a quicken file .qdf .qel .qph .idx .npc All files must be present ... | |
| Quicken for mac | 8/14/2009 |
| Q: I had a hard drive go bad in my iMac and the old drive info. was recovered and put on an external WD ... A: There is a procedure that must be followed to convert Mac Quicken files to the PC files. You will ... | |
| Tracking Use Tax owed | 8/13/2009 |
| Q: When I know I'm going to owe Use Tax on something, how do I track that? Do I set it up as a bill ... A: Set up 2 accounts, List menu > chart of accounts > right click > add new account Use tax expense ... | |
| Quicken accounts | 8/12/2009 |
| Q: I recieved a quicken file from a client, however, when I open it up, it converts it from 08 to 09, ... A: It may be that the account was made inactive. Go to tools menu > Account > click on manage account ... | |
| Sales tax and use tax | 8/9/2009 |
| Q: Do I need to track sales tax and use tax separately? A: Yes you do. Sales tax returns submitted to your state will ask you (on a quarterly basis) Total ... | |
| Recording personal funds as income? | 8/7/2009 |
| Q: I started a new business this year, and a lot of personal money is flowing into my business account. ... A: Set up a new chart of account (list menu > chart > right click to add new) Type- Long term ... | |
| customer list | 8/6/2009 |
| Q: I am entering my customers into the customer list they are currently in abc order. Is there any way ... A: I will assume that you are using QuickBooks Pro/ Premier/Enterprise edition 2006 or greater. While ... | |
| Journal entries | 8/5/2009 |
| Q: Quickooks Pro 2007. I'm trying to make a journal entrie to re-class, Accounts receivable. Details: ... A: First run an A/R aging detail report Reports Menu > Customers & receivables > AR aging detail On ... | |
| Display Sub-Accounts in Check Detail | 8/4/2009 |
| Q: Is it possible to display both the Account and Sub-Account when running a Check Detail or other ... A: QuickBooks Reports will not display on detail reports both the parent and subaccounts. I suggest ... | |
| Actual V. Budget Overview Report | 8/3/2009 |
| Q: Linda, I have the B pro edition 04. I recently took over the books for a management company and ... A: Try the Profit & Loss Budget Performance report. It is available under Reports menu > budget > 3rd ... | |
| QUICK BOOKS 2008 | 8/2/2009 |
| Q: CAN I RUN TWO SEPERATE COMPANIES ON ONE COMPUTER. THANK YOU ! A: Yes you can. Both company files cannot be open at the same time. But you can have 2 company files. ... | |
| Section 125 | 8/1/2009 |
| Q: For a section 125 plan, I noticed in Quickbooks that all taxes were checked as relevant when setting ... A: You pay Intuit for their payroll tax tables each year. And for that fee, they research state and ... | |
| QuickBooks Pro 2007 | 7/27/2009 |
| Q: Is it possible to upload vendor payables (vendor is already set up in payables)invoices from Excel ... A: QuickBooks does not have a user friendly feature to import transactions included with the software. ... | |
| Creating Accounts | 7/27/2009 |
| Q: Quickbooks Pro 2007; operate as LLC. I have a few journal entries to make but, first I need to ... A: Before you begin, it may be helpful to resort your chart of accounts, and display inactive accounts. ... | |
| Amortization | 7/26/2009 |
| Q: Working with, Quickbooks Pro 2007. Business is operated as an LLC. I need to set-up a Amortization ... A: Set up the following accounts in QB 1. List > chart of accounts > New Account Type- Other ... | |
| quickbooks payroll | 7/26/2009 |
| Q: While entering the hours for my employees I noticed that quickbooks would add the hours incorrectly. ... A: 1. Check the Time & Expense Preferences to see what day you choose as the first day of the work ... | |
| Recording Bad Debt in Quicken Home & Business | 7/25/2009 |
| Q: I followed the procedures for recording bad debt in Quicken: created a credit invoice with the ... A: I do not have an answer for you. This should not be. A credit memo would Debit the account "Bad ... | |
| emailing quicken data | 7/24/2009 |
| Q: My bookkeeper has emailed me zipped Quicken files as an attachment. I have extracted the files to my ... A: There is not a conversion button that will make this an easy task but it is possible. I have copied ... | |
| Running a customer's pay history | 7/21/2009 |
| Q: I have QuickBooks Pro 2008 and I need to run a report to show a customer's pay history. Ex. Order ... A: QuickBooks does not provide any reports that will meet all of the above needs, and does not include ... | |
| Open purchase orders | 7/16/2009 |
| Q: Good morning Linda, I have recently taken over a position in a company that is using QB Enterprise ... A: Use the open PO report to get a list of all open POs Zoom in on each PO that is no longer open and ... | |
| Quick Books Purchase Order List | 7/15/2009 |
| Q: I have Quick Books Pro 2007 and I would like to include the "ship to" on my purchase orders as a ... A: Those fields are not available on that report. You could however add a customizable field to ... | |
| email reports | 7/14/2009 |
| Q: Can you specifically outline the procedure for emailing bank rec's, reconciliation summary, ... A: Check registers must be printed to a PDF file, then attached to an email. If you download the Free ... | |
| How to post multiple payments | 7/14/2009 |
| Q: Good morning Linda, My company uses QuickBooks Enterprise 2009. There are some instances where we ... A: When you make a vendor deposit, code it to an Other current asset account "vendor deposits". When ... | |
| QuickBooks Data Base Migration | 7/10/2009 |
| Q: I have been using QB 2005 and can no longer reload the program. I don't want to lose my invoices and ... A: Simple Start 2009 edition will open a QuickBooks Pro 2009 file or a QuickBooks Premier 2009 file. ... | |
| Fixed Assets Disposal/Transfer/Donation | 7/8/2009 |
| Q: How do i treat/clear off the following assets from the books for one of our offices that was ... A: My answer is based on how we handle these transactions in the USA. In order to remove an asset ... | |
| adding a line in a budget | 7/8/2009 |
| Q: Pro 2008 Quickbooks, working for a nonprofit. Made a 2009-2010 budget from last years (made by ... A: I'm going to assume that "unbudgeted items" is an account on your chart of accounts and that items ... | |
| QB Pro 2009 Invoice | 7/7/2009 |
| Q: A customer places an order for several items that are backordered. Individual items are shipped as ... A: There is no adequate workaround to the Sales order management features offered in QuickBooks Premier ... | |
| QB Pro 2009 Invoice | 7/5/2009 |
| Q: A customer places an order for several items that are backordered. Individual items are shipped as ... A: QuickBooks Pro will not track backorders for you. Consider purchasing QuickBooks Premier edition ... | |
| Farm accounting | 7/4/2009 |
| Q: We are setting up a small, niche market,sheep farm. We cannot figure out how to increase our ... A: If you are using QuickBooks, from the Vendors menu, select Inventory activities > inventory ... | |
| email reports | 7/1/2009 |
| Q: Can you specifically outline the procedure for emailing bank rec's, reconciliation summary, ... A: You cannot directly email bank rec reports (pdf files) from QuickBooks. But you can save the PDF ... | |
| Undeposited Funds Account - QuickBooks | 7/1/2009 |
| Q: If a business owner has made an accounts receivable deposit directly in the checking register (they ... A: Payments entered against A/R and Deposits entered into Register: 1 Open the register, click to ... | |
| Credit Memo QB2009 | 6/30/2009 |
| Q: How can I create a credit memo for a customer who already ha a credit balance? A: Im not sure I understand the question. Do want to let the customer know about his/her credit ... | |
| QB Pro 2009 Shipping Charges | 6/28/2009 |
| Q: Is it possible to get the tracking number and the shipping charge from the UPS (or FedEx) shipping ... A: I do not use Shipping manager but I did find this Q&A Q: How do I put the tracking number onto the ... | |
| QB 2009 Voided Check | 6/28/2009 |
| Q: I know how to void a check, however, what is the proper procedure for voiding a check in prior ... A: When you void a check (with the check open > edit menu > void check) it will change the reports for ... | |
| QB Pro 2009 Adjustments | 6/26/2009 |
| Q: I have several customers with invoices with a very small balance or credit remaining(a few cents to ... A: Unfortunately, no. QuickBooks will only permit 1 accounts receivable element per transaction. You ... | |
| QB Pro 2009 | 6/26/2009 |
| Q: We give discounts to a few customers but not every time. Is there any way to flag or highlight ... A: Set up a customizable Field From the Customer center, Click on any customer Edit Click on the ... | |
| Accounting software | 6/25/2009 |
| Q: I have an alumni organization that has a small membership and we need to update our financial ... A: QuickBooks will provide your organization with a balance sheet and profit and loss which are both ... | |
| Billable | 6/23/2009 |
| Q: In the bill screen where I enter bills that I recieve, on the bottom right I enter the customer to ... A: There is no way to turn that feature off. But if there are records that get through as checked, ... | |
| returning an item back to inventory | 6/23/2009 |
| Q: In a business that has rental items, how do you go about returning the item to inventory after the ... A: Use an inventory adjustment. Vendor Menu > inventory activities > inventory adjustments QuickBooks ... | |
| sales tax | 6/20/2009 |
| Q: When i print my customized estimates and invoices, It does not print/figure the sales tax due. Any ... A: I am assuming that you use QuickBooks. You first need to TURN ON the sales tax feature in ... | |
| Quicken 2008 Cash Flow Report | 6/20/2009 |
| Q: I am finding it frustrating that loan payments do not automatically show up in Quicken's standard ... A: If you will notice, the cash flow report only reports on Categories not on changes in balances to ... | |
| Posting Shareholder investment | 6/18/2009 |
| Q: How do I post shareholder's investments to my chart of account? I know I debit cash and credit ... A: If the entity is a Corporation, post the purchase of Stock to an Account called Capital Stock ... | |
| Quickbooks Pro Budget | 6/16/2009 |
| Q: I just finished setting up my 2006-2007 budget. When I call-up a Profit & Loss Report or a Budget ... A: When you Made the account ACTIVE, did you go to the Company menu > Planning and Budgeting, Set up ... | |
| Quickbooks Pro Budget | 6/15/2009 |
| Q: I just finished setting up my 2006-2007 budget. When I call-up a Profit & Loss Report or a Budget ... A: When an account is made inactive, it will disappear from the budget window. Make the account Active ... | |
| Monthly reconciliation reports | 6/15/2009 |
| Q: When I balanced/reconciled my checkbook last month, I accidentally clicked that I did not want to ... A: In Quicken there is not a way to recreate a reconciliation report. But you can get a partial report: ... | |
| Quickbooks Pro Budget | 6/13/2009 |
| Q: I just finished setting up my 2006-2007 budget. When I call-up a Profit & Loss Report or a Budget ... A: I'm a bit confused as to why you have a 2006-2007 budget? So I will assume you are working with a ... | |
| Import payees | 6/11/2009 |
| Q: I had a quicken file that had a big list of payees. I now opened a new file and would like to import ... A: From the file menu > file operations > copy > select to copy transactions from tomorrows date ... | |
| Quick Books2007 | 6/11/2009 |
| Q: I entered invoices, then received payments, when I went to payments for deposit, no invoices were ... A: You can set the preference to send all Payments to undeposited funds. Go to the Edit menu > ... | |
| restoring invoices back into the the program | 6/10/2009 |
| Q: I have the data of the invoices backed up in My Document ) XP Home). I tried to drag them from ... A: You can backup a QuickBooks file and restore a QuickBooks file using QuickBooks. From the file menu ... | |
| Quicken Closes | 6/9/2009 |
| Q: I have a problem with quicken program. Whenever I want to print a check it closes the whole program ... A: It sounds like there may be a problem with the data, and Quicken provides several tools/procedures ... | |
| Tax Inquiry | 6/8/2009 |
| Q: I am a U.S citizen who is working overseas at this time for defense department. I am single 34 years ... A: Tax savings come in the form of itemized deductions and generally are only available when you exceed ... | |
| inserting logo | 6/7/2009 |
| Q: I tried to insert a logo from my desktop and somehow it is not working. Could you please explain ... A: You did not mention what software you are using, my expertise is in QuickBooks. Im not experienced ... | |
| restoring invoices back into the the program | 6/7/2009 |
| Q: I have the data of the invoices backed up in My Document ) XP Home). I tried to drag them from ... A: I need more information about the invoices. How were the invoices on your XP home created? In ... | |
| QuickBook | 6/6/2009 |
| Q: I never prepared my income tax return before. I always pay CPA'a to prepare them for me. I like to ... A: If you are filing an individual tax return and do not have any complex tax issues, I recommend using ... | |
| reprint reconciliation on Quicken | 6/5/2009 |
| Q: Is there a way to reprint a reconciliation from Quicken? My printer failed when I sent the recon to ... A: The Cleared transactions are gone and the file is not saved in Quicken. But if you click on ... | |
| Actual vs Budget lines not adding up | 6/2/2009 |
| Q: In reviewing our budget, we noticed that it appears whenever I write a job commission bonus check to ... A: Something sounds remiss! First - verify your data to make sure it checks out ok> If not it will ... | |
| quicken 99 | 6/1/2009 |
| Q: can u tell me how to print a detailed profit and loss and or a general ledger cant figure it out ... A: Yes, I do. It has lots of features which you can simply ignore if you do not care to use it, but ... | |
| QuickBooks Memorized Transactions | 6/1/2009 |
| Q: I am currently using QB's Pro-2008. I recently created memorized transactions that are set to ... A: Go to lists > Memorized transaction lists One of the column headings should be Next Date If not, we ... | |
| quicken software | 5/30/2009 |
| Q: My Quicken Ledger will show only the checks entered. The deposits and debits are no longer showing. ... A: Run a report > Spending > Itemized categories > expand all and see if you see the missing deposits ... | |
| Quicken Bill Pay window | 5/28/2009 |
| Q: I use the Bill Pay window to enter in monthly wages to myself and my partner. When I download ... A: Open Pay bills Window Sort by Vendor Select the first bill for your name Place a checkmark next to ... | |
| Quicken Bill Pay window | 5/28/2009 |
| Q: I use the Bill Pay window to enter in monthly wages to myself and my partner. When I download ... A: When ou look a the total accounts payable due to yourself, is the balance zero? It sounds like the ... | |
| quicken 99 | 5/27/2009 |
| Q: can u tell me how to print a detailed profit and loss and or a general ledger cant figure it out A: Quicken does not print a general ledger or a detailed balance sheet. In Quicken, you can run a ... | |
| setting up paypal in quickbooks | 5/24/2009 |
| Q: I've just started to set up quickbooks for our non-profit and am confused about how to set up our ... A: If the opening balance consists of "sales revenue" not reported yet in your QB then post the ... | |
| Supplier Payment | 5/24/2009 |
| Q: I have a very small question. How to make payment to vender on account. I mean, if there are two ... A: Open up a regular check (not a bill payment screen) Select the vendor name, enter $5000 Account = ... | |
| entering donations and expenses after the fact | 5/23/2009 |
| Q: Linda, I am setting up quickbooks non-profit for the first time and downloading my bank statements ... A: If the followup question is not working, then try posting as a new question. There is a daily limit ... | |
| setting up paypal in quickbooks | 5/23/2009 |
| Q: I've just started to set up quickbooks for our non-profit and am confused about how to set up our ... A: Paypal is Indeed a bank account. Transactions that change the paypal account will also affect ... | |
| Wachovia does not support QB 2009 | 5/17/2009 |
| Q: I just spent 6 hours loading and tweaking QB 2009, only to find out that my bank, Wachovia, does not ... A: I just called Wachovia to confirm and they told me they do offer online banking via QuickBooks for ... | |
| Invoice paid in cash | 5/8/2009 |
| Q: How do you handle an invoice paid in cash? Using the "form" field and "receive payment" it asks for ... A: Sorry for the delay, I was away for a few days. Under Receive payment, choose the account ... | |
| how to manage ultra detailed data for reports | 5/8/2009 |
| Q: I am a long time quicken home deluxe user. My transactions are put into subcategories Ex: Home ... A: I thought about exporting the report to excel, and using auto outlining, but unfortunately, Quicken ... | |
| QuickBooks Programming | 5/8/2009 |
| Q: I want to get QuickBooks, but I'm not sure if my computer has enough memory. Is it possible to save ... A: Sorry for the delay, I was away for a few days. No, QuickBooks data file needs to be installed on ... | |
| entering bonuses in Quickbooks Pro | 5/4/2009 |
| Q: I use Quickbooks Pro for my consulting business. I am also a contract employee of a firm and enter ... A: I would like to suggest that you consider having a separate bank account and Quicken file for your ... | |
| Bulk asset purchase-Quickbooks 2007 | 5/1/2009 |
| Q: Bought a businesses' equipment and inventory. We formed a new corporation and are leasing their ... A: The IRS treats the sale of business assets (inventory and fixed assets) differently. Inventory sold ... | |
| Quickbooks Pro 2007, Product Return | 4/30/2009 |
| Q: Linda, I own and operate a internet business that is operated as a LLC. How do I properly enter a ... A: To track the history of a return that you ARE restocking into inventory in QuickBooks, you would: 1. ... | |
| New Sales Tax | 4/30/2009 |
| Q: We use quickbooks pro 2007, and we are wondering how we change the sales tax to the new rate. Not ... A: You can adjust the rate from the Item List List Menu > Items > find the sales tax item > highlight > ... | |
| garn | 4/25/2009 |
| Q: internet and am very happy good is not much to speak english but my question is my friend has one ... A: Garn is short for the word garnishment. It is a term that applies to deductions from a paycheck. A ... | |
| Quicken issue | 4/23/2009 |
| Q: I don't understand why Quicken provides a subtotal that is incorrect. Please see details on the ... A: I find when troubleshooting QuickBooks files, if I can identify the date the transactions went to an ... | |
| Quicken issue | 4/22/2009 |
| Q: I don't understand why Quicken provides a subtotal that is incorrect. Please see details on the ... A: Im not sure why the subtotal is incorrect. But here are a few ideas: 1. Hidden account? I did test ... | |
| Cleared Amt in Bank Rec Not Calculating Correctly | 4/22/2009 |
| Q: We are on QBs Pro 2007 for the Mac. We had to go back several months to re-reconcile the bank ... A: QuickBooks starting balance in the bank reconciliation window is the sum of all Checks & other ... | |
| Home Mortgage Refinance setup in Quicken 2009 | 4/8/2009 |
| Q: I just refinanced my mortgage and I need some help in setting up the new refinanced mortgage in ... A: This is not an easy transaction to account for. Based on the information you provided I come to ... | |
| Sales Tax Change in Quicken | 4/6/2009 |
| Q: How do I change the rate of sales tax on my invoices in Quicken. I have Quicken Home & Business ... A: Quicken reports are date driven. Make sure the P&L report includes the date posted on the invoice. ... | |
| Reconciliation | 4/6/2009 |
| Q: I am attempting to reconcile my accounts. In the opening screen it asks for my closing balance. ... A: Start typing the balance with the negative sign first, then type the number so it would look like ... | |
| accidental payment of personal expenses | 4/5/2009 |
| Q: I have an S-corp and discovered that a check I wrote for a credit card payment accidentally included ... A: If you are the sole owner and the corporation made a profit, then recode them to Shareholder ... | |
| Budgeting | 4/2/2009 |
| Q: I was just hired by a home based company that handles property management of community type homes, ... A: We can answer specific questions that you may have regarding QuickBooks, but are unable to provide ... | |
| How to apply a deposit to 2 sep. clients | 4/1/2009 |
| Q: Using QuickBooks Online for a small business. A deposit was made in BofA. Apparently more than one ... A: I suggest you set up a new chart of account called - Pending. Make it an other current liability. ... | |
| Sales Tax Change in Quicken | 3/31/2009 |
| Q: How do I change the rate of sales tax on my invoices in Quicken. I have Quicken Home & Business ... A: I am not familiar with that particular task in Quicken. You may need to repost this question. I ... | |
| hi there | 3/31/2009 |
| Q: How can i print customer open balance report in one time in quickbooks. A: Try this: Go to the Reports Menu > Customer & Receivables > A/R Aging Summary. This report will ... | |
| S-CORP PAYMENT MANAGEMENT | 3/29/2009 |
| Q: I use Quicken 2007 for Mac. We've managed our personal/small business bank accounts for several ... A: A corporation tax return needs a balance sheet. Quicken is not the right program for a corporation ... | |
| Report by custom category | 3/18/2009 |
| Q: In Quicken I can easily create an Account Balances report which groups & subtotals Cash accounts, ... A: You will not be able to produce those reports in Quicken or QuickBooks. It might help if you click ... | |
| Copy memorized report to new file | 3/16/2009 |
| Q: I work in a school and each new fiscal year I create a new file in Quicken 2002 for the new year. I ... A: There is no export / import function of reports. But instead of creating a brand new file, Create a ... | |
| Using Quicken with Ledger Accounts | 3/14/2009 |
| Q: Our volunteer organization has only 1 account - a checking account. We like to see treasurer's ... A: You will not be able to accomplish this in Quicken. Consider purchasing QuickBooks Pro and set up ... | |
| elliminating ship date in invoices | 3/13/2009 |
| Q: I am sure there is a way, however, I ttied I could not do it - How can you eliminate the ship date ... A: QuickBooks is completely date driven, it was designed to autofill the dates and there is no ... | |
| restricted access | 3/12/2009 |
| Q: I have restricted the access to write checks to an employee. Is there any way to keep them from ... A: I am assuming that you are using QuickBooks Pro/Premier. You will need to edit the permissions for ... | |
| elliminating ship date in invoices | 3/6/2009 |
| Q: I am sure there is a way, however, I ttied I could not do it - How can you eliminate the ship date ... A: You can modify the invoice as follows: Go to the List menu at the top of your screen > choose ... | |
| Using multiple copies of QuickBooks for different years | 3/6/2009 |
| Q: I was recently at a QuickBooks seminar and asked about the best way to input history for past years ... A: Having 2 separate files will work, but you will need to make a journal entry to bring your current ... | |
| reports | 3/4/2009 |
| Q: I want to make a register report of all my spending, all checks are entered, with the HIGHEST AMOUNT ... A: You can run the above report but add Subtotal by Payee. But you will not be able to Sort High to ... | |
| reports | 3/3/2009 |
| Q: I want to make a register report of all my spending, all checks are entered, with the HIGHEST AMOUNT ... A: You did not mention what software you use, so I'll assume you use Quicken Reports Menu > Banking > ... | |
| lost Q2006 register when changed credit card | 3/2/2009 |
| Q: I dropped one credit card mid year and started a new one. When I try to print a report for tax ... A: Quicken files work like the files you are used to using with Word or excel, if you save a backup ... | |
| Renaming a Register for Quicken 2007 for Mac | 2/28/2009 |
| Q: Is it possible to rename a Register in Quicken? Say you misspelled the name of the Register, can it ... A: I have no experience with a Mac, but I found a 2006 user guide for Mac users and generally the HOW ... | |
| lost Q2006 register when changed credit card | 2/27/2009 |
| Q: I dropped one credit card mid year and started a new one. When I try to print a report for tax ... A: That "palm" designation means that you made the account inactive, which would then no longer be ... | |
| Renaming a Register | 2/27/2009 |
| Q: Is it possible to rename a Register in Quicken? Say you misspelled the name of the Register, can it ... A: Sure can From the Tools menu at the top of your Quicken > select Account > click on the account ... | |
| Quicken to Quickbooks | 2/26/2009 |
| Q: Use Quicken 2005 for personal finance. Also have QB 2008 Premier Manufacturing & Wholesale edition ... A: You can convert the Quicken 2005 into a NEW (different) Quickbooks File but I think you will be much ... | |
| Quickbooks 2003 - Deposits | 2/25/2009 |
| Q: I entered all information necessary for my deposits and kit the icon "make deposit". I clicked on ... A: When you enter a credit memo, and click save & new, the next window pops up and asks you if you want ... | |
| Quickbooks 2003 - Deposits | 2/24/2009 |
| Q: I entered all information necessary for my deposits and kit the icon "make deposit". I clicked on ... A: To determine if QuickBooks Saved the deposit for the day Run the following report Reports menu ... | |
| Quicken backup overwrite | 2/19/2009 |
| Q: I am backing up Quicken Deluxe 2008 data to floppy disks. Why does it state "not enough space on ... A: The initial backup window of Quicken has an option box "add date and time to the file name" By ... | |
| general journal entry | 2/19/2009 |
| Q: I am using Quicken 2005 for mac. I need to make a general journal entry. One of my registers is ... A: If you have an issue with a one-side transaction, which means that 75 cents appears as a reduction ... | |
| increase font size | 2/18/2009 |
| Q: The data fonts (digits of invoice's amounts) in this 2008 ver. of Quickbooks are too small. I ... A: To change the size of the data fonts on an invoice Go to List Menu > Templates > Select the invoice ... | |
| general journal entry | 2/18/2009 |
| Q: I am using Quicken 2005 for mac. I need to make a general journal entry. One of my registers is ... A: There is no Journal entry feature in Quicken, Enter a Deposit of .75 cents and categorize it to an ... | |
| QB Pro 2008 Adding new savings account | 2/16/2009 |
| Q: Greetings, I am helping my music teacher enter her information into QBPro 2008 checkbook. This year ... A: From within your QuickBooks file go to the list menu > choose chart of accounts > click on the ... | |
| quickbooks | 2/13/2009 |
| Q: I am the treasurer of a non profit fraternity alumni association at a Big 10 school. We take in ... A: The non profit edition will help you set up the file so that the information is 990 ready, but it ... | |
| Copying Quicken files | 2/11/2009 |
| Q: I have Quicken 2006 on one computer and need to move the information to Quicken 2007 on another ... A: You can restore the file on the new computer and Quicken 2007 will update it to that release On the ... | |
| rolling Balance | 2/10/2009 |
| Q: I am trying to help our church set up on line. I use Quicken home and office personally. I have ... A: I think QuickBooks Pro is a good choice of software for you. It provides a balance sheet report ... | |
| Payroll | 2/9/2009 |
| Q: We have one employee that will need to be set-up to generate a w2. Is it possible to do this in ... A: QuickBooks will let you track the payroll checks manually. If you want QuickBooks to calculate the ... | |
| Adjusting Payroll Liabilities | 2/2/2009 |
| Q: I am helping a company 'clean up' their accounts in Quickbooks (2008, I believe). They have used QB ... A: I can help you with this over the phone. Its just too big a question to answer here. Please visit ... | |
| QB - Reconciliation Discrepancies | 2/1/2009 |
| Q: Once and while I have an error needing to be corrected due to inaccurate information (statements ... A: Try using a journal entry (found under the company menu) instead. Debit or credit the checking ... | |
| Account Headings for loans received/paid | 1/20/2009 |
| Q: As a contractor what is the best method to account for a bank loan when the money is received and ... A: For each loan account you have (bank, auto loan, personal loan) set up a chart of account to track ... | |
| Entering Non-Cash Reimbursable Expenses | 1/19/2009 |
| Q: I am currently working for a engineering firm. We need to charge our customers for non-cash ... A: A non-cash banking account is the way to go. Use the item tab when entering the amount. The item ... | |
| quicken files | 1/17/2009 |
| Q: i have quicken 2008. there are several files on it and i need to back one up for the account. ... A: I need more information in order to answer your question. When you open Quicken, from the file menu ... | |
| quickbooks simplestart | 1/16/2009 |
| Q: In addition to my last e-mail, I meant to ask if I can transfer data from my simplestart 2008 to ... A: Do not upgrade to the USA version. Your version tracks taxes differently than our USA version (ie: ... | |
| Enterprise 9.0 trouble | 1/15/2009 |
| Q: We recently upgraded to Enterprise 9.0 from 8.0, it has been a complete nightmare. We lose names, ... A: Sorry for the delay in responding Sandy. I was researching your question. There are companies that ... | |
| Schedule F with an S corporation | 1/14/2009 |
| Q: How do i get quickbooks to give Me schedule F for farm inputs when I have an S corporation? A: QuickBooks provides the financial information for your Accountant or for your tax software. You can ... | |
| Line of credit - nonprofit | 1/8/2009 |
| Q: We recently established and have partially drawn on a line of credit. I originally established the ... A: Quickbooks will, when you enter an opening balance when you set up a new account, creates a journal ... | |
| Reconciling CC charges | 1/7/2009 |
| Q: Can you please help me understand what I’m looking at when I try to reconcile my credit card using ... A: When you open a credit card reconciliation window to reconcile, what should appear on the right side ... | |
| recording a donation | 12/31/2008 |
| Q: Linda. As an All Experts volunteer myself, I appreciate your time. I have a question from someone ... A: Refer the organization to this link http://www.irs.gov/charities/article/0,,id=96102,00.html "Under ... | |
| PayPal payments and pledges | 12/31/2008 |
| Q: I work for a small non-profit and I use the 2008 Non-Profit Pro version. We recently started ... A: Can you clarify for me: "If a donor then makes a pledge payment online, how do I correctly reduce ... | |
| Referral bonus taxable? | 12/23/2008 |
| Q: I referred a friend for a job and was supposed to receive a $1,000.00 referral bonus. However, the ... A: Unfortunately, this bonus is taxable income. It is not earned income (subject to social security) ... | |
| accounting fees | 12/19/2008 |
| Q: I am a small business owner. What is a "rule of thumb" for the percent of accounting fees to total ... A: In my opinion, there is no relationship between Gross income and accounting fees. The tax laws in ... | |
| Quickbooks Pro08 | 12/15/2008 |
| Q: New to QB (To be used for Church) I am familiar with Quickbooks but very, very unclear How to set up ... A: Sorry for the delay. I do not have a list available for you but there is a website that provides a ... | |
| Version? | 12/5/2008 |
| Q: I am about to open a small Financial recruiting company with roughly 2-3 employees (including ... A: QuickBooks stop supporting the version after 4 years so this April 2009, QuickBooks 2006 users will ... | |
| Version? | 12/5/2008 |
| Q: I am about to open a small Financial recruiting company with roughly 2-3 employees (including ... A: QuickBooks Pro will do a nice job for you. It includes invoicing, accounts receivable tracking, and ... | |
| Inventory item | 12/3/2008 |
| Q: I sold a mobile home and want to count the sale but the mobile home has not been built yet, I ... A: I can help but need more information. Im assuming you are in the business of selling mobile homes. ... | |
| Accounting for a Line of Credit | 12/2/2008 |
| Q: I currently own a rental real estate business and I recently purchased a rental property that needed ... A: Real property improvements are capitalized and depreciated. Repairs can be expensed. Click here ... | |
| Inventory | 11/30/2008 |
| Q: I am looking for an accounting package that will easily manage back orders. We are a manufacturer ... A: http://http-download.intuit.com/http.intuit/Downloads/2009/R1/Setup_QuickBooks_Accountant_Trial_2009 ... | |
| Inventory | 11/26/2008 |
| Q: I am looking for an accounting package that will easily manage back orders. We are a manufacturer ... A: There are several different varieties of QuickBooks. All Editions of QuickBooks Premier and ... | |
| undo prior reconcilations | 11/22/2008 |
| Q: Using Quicken Premier 2008 I realized I made a mistake in a previous reconciliation. Your post that ... A: I dont know that that is possible. But I do believe you can open the bank register and UNCLEAR ... | |
| undo prior reconcilations | 11/21/2008 |
| Q: Using Quicken Premier 2008 I realized I made a mistake in a previous reconciliation. Your post that ... A: If I dont interpret your question correctly let me know. This response is for QuickBooks Software ... | |
| QB Pro 2006 - Payroll Password | 11/21/2008 |
| Q: How do I lock out payroll info so other employees do not have access to it? Thank you. A: You asked if you can block an employee from access to Payroll in QuickBooks PRO. It is not easy to ... | |
| Credit Card fees | 11/11/2008 |
| Q: We process credit cards occasionally through paypal and are charged for the service so the deposited ... A: Grab the full amount from undeposited funds and bring into a Make deposit Form, On the next ... | |
| Owner Deposit | 11/6/2008 |
| Q: My husband and I how a small business. We have made cash deposits into the company and I don't ... A: Set up a new account type= Long term liability Name - loan from owners For money you deposit into ... | |
| reports by job | 11/6/2008 |
| Q: im back again! :) i would like to make a report showing all of the checks ive wrote, by job? which ... A: You are looking for: report that will show how much i have actually paid out by job The first ... | |
| quicken problem reconciling | 11/5/2008 |
| Q: I am using Quicken 2001. I last reconciled in August. In the account window (check register) all ... A: That sounds very odd. Go ahead and try and re-reconcile through 8/15 in the reconcile window, ... | |
| QB showing unpaid even though it is paid | 11/4/2008 |
| Q: I have some invoices which show up as outstanding in the A/R Aging Summary, even though I received ... A: Sometimes a transaction can go corrupt and the only way to fix them is to delete them and re-enter. ... | |
| Quickbooks | 11/1/2008 |
| Q: I am entering Payroll Liabilities and the tax line says incompatible when I enter health insurance ... A: Do you prepare your own 990? If so, you would need to present a balance sheet on the 990. I dont ... | |
| Quickbooks | 10/29/2008 |
| Q: I am entering Payroll Liabilities and the tax line says incompatible when I enter health insurance ... A: Payroll liabilities are a current liability. A debt that is owed which results from withholding from ... | |
| Closed Order Report | 10/23/2008 |
| Q: I want to get a report with just the "Closed Orders" we have got from our clients. I am having ... A: Sorry for the delay, but this is not possible from within QuickBooks alone and I wanted to test an ... | |
| QB Business Planner | 10/23/2008 |
| Q: Where, in your opinion, is the best place to get information on how to use the Business Planner ... A: This is not a widely utilized feature within QuickBooks. I've never been asked any questions about ... | |
| Budgets | 10/13/2008 |
| Q: when i make a deposit and split the deposit into the appropriate accounts they do not appear on my ... A: Can you give me an example of a deposit that does not appear Tell me what income accounts you are ... | |
| bus purchases on a personal credit card w/bal | 10/8/2008 |
| Q: I have used my personal credit card which has a previous balance to purchase supplies and internet ... A: For the future, I recommend using a CC account that is strictly business use. You have 2 choices: ... | |
| Ending Inventory Periodic Method | 10/7/2008 |
| Q: When valueing ending inventory under the periodic method, is the cost of freight-in added to the ... A: This sounds like a homework question. Small businesses do not use this term "periodic method" or ... | |
| Credit Card Downloads | 10/2/2008 |
| Q: I downloaded my credit card transactions into Quickbooks and it downloaded a whole month of charges ... A: Match the ones that are new, then close the window. Return to the banking menu, (the online banking ... | |
| Price Level List Reports with No Prices | 9/24/2008 |
| Q: Linda. We are running QB's Enterprise Solutions 7. We use Price Level Lists and have 90 total ... A: Try resorting the list From the price level list window, click on Price level button in lower left ... | |
| exporting files from Quicken 2003 | 9/24/2008 |
| Q: I am trying to amass information for past years for tax purposes. I need to export several files, ... A: Quicken 2003 is a bit older but there should be away to get a list of the transactions into an excel ... | |
| QuickBooks enterprise 7.0 price levels | 9/23/2008 |
| Q: We filled the 100 slots but many entries are now obsolete. When attempting to delete an entry it ... A: Sorry for the delay but this is a tricky write up. There is not report within QuickBooks that ... | |
| Price Level List Reports with No Prices | 9/18/2008 |
| Q: Linda. We are running QB's Enterprise Solutions 7. We use Price Level Lists and have 90 total ... A: I've seen this with customer lists, not all the lists showing and a rebuild did the trick. You said ... | |
| Balancing someone else's checkbook | 9/17/2008 |
| Q: whats the best way to balance someone elses brokerage account? i dont have access to her accounts ... A: If you have the bank statements that will be all you need to reconcile within your accounting ... | |
| reports by job | 9/16/2008 |
| Q: im back again! :) i would like to make a report showing all of the checks ive wrote, by job? which ... A: This is not so easy but it can be done. The Job name is stored on the bills not the bill payment ... | |
| cost to complete report, over/under column | 9/15/2008 |
| Q: ok more questions..i am using the cost to complete report, in the over/under column if you do not ... A: We will need to create this from scratch and then memorize it Reports > Co Financial > Balance ... | |
| Home Remodeling with Quicken or Quickbooks | 9/4/2008 |
| Q: Hey, I'm a MAC user and in addition to regular income as a doctor, run a business with a buddy ... A: QuickBooks would give you the reports you need Set up class tracking and every piece of property ... | |
| Quicken 2008 - robust categories | 9/2/2008 |
| Q: I am the new treasurer for a neighborhood non-profit swimming pool, and have inherited a Quicken ... A: Quicken does not do a great job of reporting. But you can assign classes (department) to each ... | |
| Quickbooks Simple Start | 9/2/2008 |
| Q: Can I upgrad simple Start (2007) to QB Pro2008? I have not been able to restore the file to the new ... A: Sure, you should not have a problem. Rather than using a backup, just open the original file in the ... | |
| accounting software for churches | 9/1/2008 |
| Q: we are a small church (less than 100) members, but are in need of some accounting software. However ... A: QuickBooks Premier non-profit is terrific for small churches. You could use QuickBooks Pro, but the ... | |
| Quickbooks for Mac 3.0 | 8/31/2008 |
| Q: Any chance you can tell me how we can upgrade our software AND our back records? We have just ... A: That version is fairly old so I dont remember the capabilities. If you can convert the file to ... | |
| Deleting Inventory Items in MYOB | 8/29/2008 |
| Q: I want to delete 1200 Inventory items from MYOB but can only do them one at a time. Is there a ... A: I'm not familiar with MYOB, but Ive worked with alot of accounting systems and they all will only ... | |
| Quickbooks multiple invoices | 8/29/2008 |
| Q: Is there any way to generate Quickbooks invoices to a large number of customers without having to do ... A: Each time you pickup a new customer you can set up a recurring invoice to automatically enter every ... | |
| quick books-edit account | 8/25/2008 |
| Q: I entered an account as an expense rather than an income account. I also wanted it to be a sub ... A: This is an easy fix- read the entire note first, then follow the directions. Go to Lists > ... | |
| Quicken Home & Bus 2008 incomplete downloads | 8/21/2008 |
| Q: I've used Quicken since the early 1990s. The most recent version, Quicken Home & Business 2008, does ... A: I really dont have an idea. I dont understand the term "DIV A Postings". I would think if it worked ... | |
| qbooks | 8/5/2008 |
| Q: i installed my quickbooks ver. 2006 in my laptop and works ok. however i actually have to use the ... A: The license is per user, not per computer. Go ahead and install onto your office computer and ... | |
| installed on 2 computers | 8/4/2008 |
| Q: i have quickbooks pro 2001, i have just started using it in the past 6 months. i have installed the ... A: If you want to share the same data file that your husband uses then you need to navigate through ... | |
| Re-Print prior month/year bank reconciliation | 7/30/2008 |
| Q: I use Quicken 2007 Basic. How do I re-print prior month or year bank reconciliation report? Can ... A: You can only print the last bank reconciliation you completed for each account. You can do so from ... | |
| reconcilliation | 7/25/2008 |
| Q: When I try to reconcile quick books gives me the incorrect last reconciliation. Last reconcilliation ... A: You did not mention which version of QB you are using but I believe this has been available for 4 or ... | |
| Recurrent billing | 7/20/2008 |
| Q: My employer has asked me, as office manager, to investigate recurrent billing programs. I currently ... A: You should take a look at QuickBooks. QuickBooks has a feature that will allow you to memorize an ... | |
| Quicken deluxe 2001 | 7/20/2008 |
| Q: My past budget reporting has worked fine. This year I moved the app. from my old pc onto a new I-mac ... A: Dave, I dont know the answer to this. Under parallels, Can you still run a budget report and get ... | |
| Sales order & invoice amount different | 7/7/2008 |
| 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, ... | |
| International & Local vendor, Inventory | 7/4/2008 |
| 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 ... | |
| Financial Planning Software | 6/30/2008 |
| 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: ... | |
| Sales Tax Liability Report | 6/26/2008 |
| 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 ... | |
| Customer list | 6/17/2008 |
| 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 ... | |
| Inv Assembly and Average Cost | 6/12/2008 |
| 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 ... | |
| Never ending credit | 6/11/2008 |
| 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, ... | |
| Check Register | 6/10/2008 |
| 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 ... | |
| State Tax Report | 6/6/2008 |
| 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 ... | |
| State Tax Report | 6/5/2008 |
| 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 ... | |
| Quicken basic | 5/31/2008 |
| 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 ... | |
| Line of Credit | 5/21/2008 |
| 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 ... | |
| Upgrade to Quicken 2003 | 5/19/2008 |
| 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 ... | |
| Applying payments in Quicken AR. | 5/14/2008 |
| 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 ... | |
| Transfers and Categories in Quicken | 5/12/2008 |
| 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 ... | |
| Transfer btwn Two dates | 5/7/2008 |
| 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 ... | |
| Which best accounting package for my purposes? | 5/6/2008 |
| 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 ... | |
| Deleting Quicken Budget | 5/3/2008 |
| 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 ... | |
| expense reports in Quickbooks Pro 2006 | 5/2/2008 |
| 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 ... | |
| cost to complete report, over/under column | 5/1/2008 |
| Q: ok more questions..i am using the cost to complete report, in the over/under column if you do not ... A: Sorry for the delay You need to enter the estimate with the costs and the profit. Take a look at ... | |
| cost to complete report, over/under column | 5/1/2008 |
| Q: ok more questions..i am using the cost to complete report, in the over/under column if you do not ... A: No. That report helps to identify problem jobs. So you should be entering a % complete if there are ... | |
| Multiple companies in Quicken cash balances | 4/30/2008 |
| Q: I have several entities in Quicken and would like to run cash balance reports without going into ... A: I have not heard of any ODBC driver available for Quicken. An ODBC driver would allow you to set up ... | |
| Quicken 2000 | 4/30/2008 |
| Q: Is there a reason why I can not back up my Quicken Basic 2000 to a CD? When I try I get the box ... A: The problem is most likely with the type of CD writer you have. Many CD writers require the use of ... | |
| Deposit on PO | 4/29/2008 |
| Q: Our company has to pay deposits to overseas vendors on all purchase orders. How can I pay the ... A: Set up an account List > Chart of accounts > right click & New > type - other current asset> name = ... | |
| Quicken AJEs | 4/29/2008 |
| Q: We have a client that we need to correct income ie dividends, interest income for the year. Is there ... A: There is no function as a Journal entry. You can open each of the accounts on the balance sheet ... | |
| can you help me please | 4/28/2008 |
| Q: I am a student in cost accounting class, and i have do do a project. My project is about how to ... A: I generally DO NOT help on homework questions, but I think you are probably speaking or inquiring ... | |
| A Dynamic Question!? | 4/26/2008 |
| Q: This is Prabhakaran from Thanjavur (South India). I am 23 years old. Currently I am working as a ... A: It would be very helpful if you were to take an accounting class or two to help you understand ... | |
| accounting software | 4/26/2008 |
| Q: I would like to know if quickbooks pro will give me employee taxes and all pertinent information ... A: You did not mention what type of business you have and what services/products you sell. As far a ... | |
| QuickBooks Pro 2007 | 4/22/2008 |
| Q: I have something in an old Sales receipt that I now need to change. Is there any way to go back and ... A: Open up the sales receipt & click on the history button In this window click on the deposit and ... | |
| QuickBooks Pro 2007 | 4/22/2008 |
| Q: I have created a budget and I need to save it to a form that I can e-mail and print, but I can't ... A: Go to reports > Budget reports > select Budget overview Next from the file menu, select save as ... | |
| udeposited funds account | 4/17/2008 |
| Q: When I enter a received payment the amount can either go into the checking account directly or into ... A: Step one is to create a receive payment Step two is to create a bank deposit Once you send the ... | |
| Troubleshooting 2001 QuickBooks Pro | 4/14/2008 |
| Q: I went to reconcile my checking and found that the all the checks and debits are not visible only my ... A: Go to your bank register (lists > chart of accounts > double click on your bank account) Scroll ... | |
| Quicken question | 4/13/2008 |
| Q: My wife has begun doing her father's book keeping. Is there a way in Quicken Basic that we can just ... A: I'm not clear on whether you have a quicken file for your wife's father or you started one for 2007 ... | |
| tracking credit card catagories | 4/9/2008 |
| Q: usually I pay my credit card in full each month. Recently I had a large expense and only paid a ... A: Please, all questions are good questions. Have you set up your credit card account yet? Go to the ... | |
| tracking credit card catagories | 4/3/2008 |
| Q: usually I pay my credit card in full each month. Recently I had a large expense and only paid a ... A: Set up a new account in your chart of accounts called AMEX or whatever card you are using. Type = ... | |
| QuickBooks Pro 2008 | 4/1/2008 |
| Q: I cannot seem to figure out a way to generate a PL report that shows YTD, Annual Budget and budget ... A: Sorry for the delay. As of now that report is not available in QuickBooks, but there is a new ... | |
| Sending PDF invoices via email | 4/1/2008 |
| Q: We have QB 2005 Premier Contractors Edition of QB and the send invoice by email doesn't work. Is ... A: Intuit, the developers of QuickBooks sunsets the services associated with an edition every few ... | |
| home-based/s-corp accounting | 3/31/2008 |
| Q: What's best way to track on P&L non-deductible expenses-50% M&E, Non-buis% Vehicle Expenses of Total ... A: I don't know if there is any BEST way, but here is how I would handle it. Keep the non-ded portion ... | |
| WIP Accounts and accurate reporting - Blance Sheet | 3/31/2008 |
| Q: I am using QuickBooks Premier Edition. We have created WIP (Work In Progress) account for one of our ... A: I'm not sure I am interpreting you correctly, but I see that you mentioned the following Accounts: ... | |
| Quickbooks Pro 07. Help! | 3/25/2008 |
| Q: i am working for a contruction sheet and i would like to have a more "detailed" budget sheet. i ... A: Set up a separate bank account called "petty cash account" Type = Banking Set up a generic vendor ... | |
| Creating Monthly Forecast Reports | 3/25/2008 |
| Q: I've been asked by my boss to generate monthly forecast reports for all our accounts payable, ... A: So true, you would think that there would be a tool dedicated to cash flow forecasting that could ... | |
| HUD Settlements | 3/20/2008 |
| Q: I have an LLC corporation that purchases and sells real estate. How do you post the sale? Say the ... A: Accounting from a HUD statement is not the easiest accounting to deal with. When you sell real ... | |
| Closed PO's Report | 3/17/2008 |
| Q: I would like to know how to get a report of all "Closed" Po's. I tried a lot of ways but could not ... A: I'm assuming here that you are referring to POs to your vendors that your vendors did not bill you. ... | |
| Closed PO's Report | 3/13/2008 |
| Q: I would like to know how to get a report of all "Closed" Po's. I tried a lot of ways but could not ... A: Go to reports, purchases, open purchse order report Click on Modify, click filter tab > in the ... | |
| QB Pro2008 Recording Daily Sales Recap | 3/12/2008 |
| Q: We have a separate POS system & do not use the QB POS. How do I track and record Daily Sales Recap. ... A: Use a daily sales receipt From your X - out report (or Z out )I cannot remember what it is called, ... | |
| setting up new company | 3/11/2008 |
| Q: I would like to take the customer job list and invertory list from a old company and put it into my ... A: I no longer have QB 2000 installed on my computer so you may have to poke around to find the option: ... | |
| Quickbooks - Applying Mortgage Payments | 3/10/2008 |
| Q: Linda, I am trying to apply mortgage payments into Quickbooks and need to split out the Principal, ... A: Maintaining the monthly balance in the escrow account can be a bit difficult. First, you would ... | |
| Quicken Bank Reconcile Files | 3/8/2008 |
| Q: We recently had a problem with our hard drive and had to reinstall WinXP. We had a current backup of ... A: I have never attempted to transfer just 1 of the 4/5 files that make up the Quicken data file. My ... | |
| QuickBooks Pro 2008 Budget Report Help | 3/7/2008 |
| Q: I am trying to simplify our budget report. For example, under "Library," instead of listing each ... A: When you run a Profit & Loss Budget vs Actual report, at the top of the report in the report button ... | |
| Quickbooks Pro 07. Help! | 2/28/2008 |
| Q: i am working for a contruction sheet and i would like to have a more "detailed" budget sheet. i ... A: The report gives you the amounts that represent OVERbillings and Underbillings on each job. ... | |
| entering invoices from spreadsheet | 2/26/2008 |
| Q: I have an entire spreadsheet of internet orders from 2007 complete with all the contact information. ... A: You need to purchase a 3rd party software that help you import that spreadsheet. You cannot do it ... | |
| Deleted online file | 2/23/2008 |
| Q: A friend deleted the downloaded file before matching when she saved it to the wrong file ... A: Im no expert about the who what where when & why of downloaded data. I would expect that the ... | |
| sole proprietor to S-Corp | 2/20/2008 |
| Q: when a small business owner incorporates to an S-corp from a sole prop. Does he carryover the ... A: I will ask that you speak to your tax advisor for confirmation and will tell you how I always ... | |
| some questions | 2/17/2008 |
| Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ... A: The main reason to keep 2 separate accounts is so that your accountant has an easier time posting ... | |
| FICA & Medicare | 2/14/2008 |
| Q: I am the treasure for a church with 5 employees. Can I keep track of the payroll liabilities and if ... A: QuickBooks has a "payroll module" included. Although, in order for the paychecks to be calculated ... | |
| Quickbooks Pro 07. Help! | 2/13/2008 |
| Q: i am working for a contruction sheet and i would like to have a more "detailed" budget sheet. i ... A: Contractors use the form "Estimate" and the report "Job Estimate Vs Actuals Detail" for controlling ... | |
| Reimbursable costs | 2/9/2008 |
| Q: I can't seem to figure out how to charge customers for copying costs that we do in-house. We charge ... A: Set up a two new accounts 1. type = bank, name = Z Non cash billable transactions 2. type = Income ... | |
| Transaction for Mutual Fund reorganization | 2/6/2008 |
| Q: About six months ago I received a notification letter from one of my mutual funds (call it fund "A", ... A: In my version, I open the transaction tab of the security highlight the offending transaction, right ... | |
| Transaction for Mutual Fund reorganization | 2/5/2008 |
| Q: About six months ago I received a notification letter from one of my mutual funds (call it fund ... A: I agree with you. I would have added a transaction which added shares with a cost of zero and then ... | |
| LLC accounting | 1/29/2008 |
| Q: I'm using Quickbooks and have done so for many entities but never an LLC- for the owner's ... A: The real issue of a loan is whether you can deduct interest on the loan. To deduct interest you ... | |
| LLC accounting | 1/28/2008 |
| Q: I'm using Quickbooks and have done so for many entities but never an LLC- for the owner's ... A: Initial contributions are generally booked to Owners Equity:Capital Contributions unless there is a ... | |
| Quicken - password protection | 1/25/2008 |
| Q: I have Quicken Deluxe 2007 software for our home/personal accounts. I would like to know if I can ... A: From the file menu select passwords then select file Enter a password to prevent anyone from opening ... | |
| quicken reports | 1/23/2008 |
| Q: Trying to print the itemized category report and it will not print some of the amounts? ANSWER: Hi ... A: Im not sure, but here are a few things to try: When viewing the report, you may need to expand the ... | |
| Quicken 2002 Deluxe | 1/22/2008 |
| Q: How do I delete reports I have done that are now listed under "Reports and Graphs"? A: Its been awhile since Ive seen Quicken 2002. But... If you go to the reports menu, the top option ... | |
| quicken reports | 1/22/2008 |
| Q: Trying to print the itemized category report and it will not print some of the amounts? A: I'm not sure what you mean. What version of Quicken (year) are you working in, do you see each ... | |
| Quickbooks 2004--lost access to Helps | 1/17/2008 |
| Q: I am treasurer of a small church and quite happy with QB Basic 2004. A few days ago, I had an ... A: In 2006 QuickBooks switched their database engine to a proprietary Sequel database. And it ... | |
| Posting Non-cash compenstion | 1/17/2008 |
| Q: I need some help on how to post non-cash compensation both for the payroll and on the w-2. I'm sure ... A: The original expense is the $ you paid for the gift. We are just reclassifying that payment of the ... | |
| determining tax lines for COA Quickbooks | 1/16/2008 |
| Q: I'm having trouble determining what tax lines to assign items from the Chart of Accounts. I am ... A: Tax lines are needed if you will be integrating QB with Turbotax or some other tax software program. ... | |
| Posting Non-cash compenstion | 1/15/2008 |
| Q: I need some help on how to post non-cash compensation both for the payroll and on the w-2. I'm sure ... A: I'm not familiar with Quicken payroll, but I've worked with many PR software programs and they are ... | |
| Quickbooks 2004--lost access to Helps | 1/14/2008 |
| Q: I am treasurer of a small church and quite happy with QB Basic 2004. A few days ago, I had an ... A: I'm not clear as to the problem. If the help was internet based and the page for the help did not ... | |
| Quickbooks Online Banking | 1/11/2008 |
| Q: I have taken over an account where the previous bookkeeper had used the online banking feature of ... A: Yes, First, in the matching window, scroll to the bottom of the list and match all the new ... | |
| Applying a Vendor Bill toward a Customer Payment | 1/10/2008 |
| Q: I use Microsoft Accounting 2008 and I am hoping that you can help me with a question on payments. ... A: Actually, that bogus bank account is exactly what is used in all the software I am familiar with. So ... | |
| quicken category | 1/9/2008 |
| Q: All my stocks that I have listed in Quicken show the share bal. in the last column except one and ... A: Sorry for the delay but I did not have the time to research what XBvms was until the weekend. I ... | |
| paid sales tax on line with credit card | 1/8/2008 |
| Q: Just paid the sales tax on line. The amount was less than 200.00 so the only option was pay by ... A: I set up a new bank account called "Bank-Sales tax" Pay the sales tax in QB to the new bank account. ... | |
| Departmental budgets | 1/7/2008 |
| Q: I am going to be setting up monthly budgets for about 20 different departments. Income and expenses ... A: QuickBooks has a feature called "class tracking" to handle departmental accounting Turn on Class ... | |
| Quicken for DOS | 1/7/2008 |
| Q: I tried the following fix, but found that 2 of the 3 transactions were not memorized. Any other ... A: I'm looking at the subject line and it says Quicken for DOS I'm assuming that you are using a ... | |
| Quickbooks Check Register | 1/2/2008 |
| Q: Is it possible to delete the entire check register at once? Our register has become so skewed that I ... A: You cannot delete a register but you can start a new file that copies the entire file (accounts, ... | |
| Quicken 2005 | 1/2/2008 |
| Q: I would like to be able to generate multiple invoices from a single quote to the same customer (I ... A: If Quicken does not have 1 click conversion to invoicing, you should look at: QuickBooks Pro ... | |
| income | 12/29/2007 |
| Q: Ms. Saltz, probably a very simple answer. I sold a business 2 yrs. ago and am owed money which is ... A: I think you mean to say that the money increases your checking account and it currently posting to ... | |
| Moneycounts data convert to Quickbooks 2008 | 12/29/2007 |
| Q: Do you know how I can convert Moneycounts data to Quickbooks 2008? I found on the web an utility ... A: There is no easier path. I did alittle research as well (copy & paste the following link into a ... | |
| Quicken 2004 Deluxe | 12/15/2007 |
| Q: When she tries to do this she will get the error message "cannot read memory". Can you please help ... A: I checked Inuit's (Quicken) Knowledgebase and here is what they said. The error may be caused by ... | |
| Non-inventory part | 12/14/2007 |
| Q: What is the best way to set up the non-inventory part account if you are not charging the item to a ... A: Sorry about the confusion. You definitely need to use a 2 sided item (keep that ck box checked) ... | |
| QuickBooks journal Entry | 12/14/2007 |
| Q: We traded in our 80% business-use vehicle toward the LEASE of another 80% business-use vehicle. How ... A: You will need to confirm this response with your tax advisor as I am am not currently involved in ... | |
| Non-inventory part | 12/12/2007 |
| Q: What is the best way to set up the non-inventory part account if you are not charging the item to a ... A: When setting up the non-inventory part, Uncheck the box "this item is used in assemblies" and select ... | |
| QUICK BOOKS / SET UP LLC | 12/11/2007 |
| Q: I AM SETTING UP A NEW LLC ON QUICK BOOKS. I HAVE SOME KNOWLEDGE OF GREAT PLAINS BUT DID NOT SET IT ... A: A Balance sheet consist of Cash balances in the bank Accounts Receivables Accounts Payables Credit ... | |
| quicken help | 12/5/2007 |
| Q: I do not want to use budget function..Basically I want to use it like I used previous versions..How ... A: Can you be more specific as I'm not sure what the trouble (please give me a few sentences) is with ... | |
| HOW TO RECORD UNUSED AP CREDIT | 12/4/2007 |
| Q: I am not sure if you are familiar with the Mas90 software. However, every time my company prints a ... A: Create a bill for this vendor and post the bill to the account that you would use if the company ... | |
| Quickbooks Add-on Report Generator | 12/3/2007 |
| Q: I have recently purchased Quickbooks and find the reports do not offer enough flexibility. I've ... A: Bill, I'm having a bit of difficulty mastering the world of ODBC and Sequel of which some ... | |
| Coverting from basic to premier | 12/3/2007 |
| Q: i HAVE A BACK UP COPY OF MY INFO TO ENTER ONTO 2004 PREMIER IT WILL NOT ALLOW ME TO BACK UP SAYING ... A: QuickBooks is not backward compatible. I believe the Basic version was last issued in the year 2004. ... | |
| how do i get rid of budget on quicken | 12/2/2007 |
| Q: quicken is now scheduling entries every time i write a check thinking it is a recurring entry...how ... A: I'm not totally sure what is impeding your data entry. ARe you getting warnings that you exceed the ... | |
| how do i get rid of budget on quicken | 12/1/2007 |
| Q: quicken is now scheduling entries every time i write a check thinking it is a recurring entry...how ... A: Click on the menu option at the very tippy top of the Quicken Screen labeled "Tools" Click on ... | |
| Regarding Tally accounting | 11/23/2007 |
| Q: What ae the job opportunities for a Tally Certified Proffessional? A: Unfortunately, I'm not familiar with Tally as I am a CPA in the USA and have not encountered any ... | |
| Equity account in Quickbooks budget | 11/22/2007 |
| Q: I'm working on my budget in Quickbooks. I have an account I call "Draw" set up as an equity ... A: You can set up a draw account as an "other expense" and use this account throughout the year to post ... | |
| QUICK BOOKS / SET UP LLC | 11/20/2007 |
| Q: I AM SETTING UP A NEW LLC ON QUICK BOOKS. I HAVE SOME KNOWLEDGE OF GREAT PLAINS BUT DID NOT SET IT ... A: No, I do not have a generic work order for setting up a new company. But the steps I take are: 1. ... | |
| QuickBooks reports - creating/modify P&L with subtotals | 11/19/2007 |
| Q: I am using QuickBooks Pro 2006. There are standard P&L statements, but I would like to modify so ... A: QuickBooks will generate a subtotal for accounts that have subaccounts for example Insurance ... | |
| re-printing sales receipts | 11/19/2007 |
| Q: I accidentally sent my sales receipt to the wrong printer then instead of switching printers I ... A: Open a sales receipt and in the top left corner click on previous until you open the receipt that ... | |
| Auto Shop purchase | 11/7/2007 |
| Q: My Stepson opened an Auto repair shop with a Partner, they had me come in a month after they opened ... A: Should the $82,000 be split into 2 loans with an amount payable to each partner? Or is this a loan ... | |
| Quickbooks 2007 restore failed | 10/31/2007 |
| Q: My accountant emailed me a backup copy and I cannot restore the file. My accountant walked me ... A: No. There is no setting that will prevent a restoration. But, there are 2 types of backup files and ... | |
| Quickbooks for Farming | 10/28/2007 |
| Q: I am looking for some help with using Quickbooks for my farming business. I can't seem to find any ... A: Farming is a business that I do not have much experience with. There is a website that does sell a ... | |
| Non-profit start-up | 10/27/2007 |
| Q: as an Architect). I am starting up a non-profit. (You might want to visit my site at ... A: The main difference between the two software editions is 1. NP Premier has a form for a sales ... | |
| How do I enter the purchase of the assets of another business. | 10/22/2007 |
| Q: I just recently purchased a real estate magazine and want to enter the transaction into QuickBooks. ... A: Please visit www.irs.gov and search and download the form 8594 and read the instructions for form ... | |
| Quicken | 10/19/2007 |
| Q: I appreciate your time in answering my questions. These will be more toward accounting setup for a ... A: Sorry for the delay in responding, I missed the e-mail notification that there was a question that ... | |
| Cash Basis Bad Debts | 10/16/2007 |
| Q: ...we recd notice from the IRS for an audit because we deducted bad debt and we are on the cash ... A: I am an Advanced Certified QuickBooks Advisor and Certified Public Accountant. You are correct in ... | |
| Investment Accounts | 10/15/2007 |
| Q: We are preparing to convert to Quick Books. We purchased Enterprise Solutions - Accountant's ... A: You can reconcile any asset or liability account (the account type does not have to be a bank ... | |
| Quicken 2007 Invoices | 10/11/2007 |
| Q: Is there a method or way to use the qty/rate in reports. I want to see how many/much of an item was ... A: Unfortunately I do not. Quicken does export resports to excel too (there is a button a the top of ... | |
| Quicken 2007 Invoices | 10/10/2007 |
| Q: Is there a method or way to use the qty/rate in reports. I want to see how many/much of an item was ... A: In Quickbooks there is a sales by item summary which reports Qty sold, but Quickens reports are not ... | |
| Quickbooks Invoicing | 10/2/2007 |
| Q: I am so frustrated with QB. I manufacture custom mascot blankets for high schools in America. They ... A: Set up 2 items in your item list both are "other charge" item types Names a. Customer deposits ... | |
| QBpremium - Payroll setup | 9/19/2007 |
| Q: Looking for a good example list of 'payroll vendors' for setting up QB Payroll in Construction Co. ... A: I dont understand the question. Are you using QuickBooks Do-It-Yourself Payroll service, or QB ... | |
| some questions | 9/11/2007 |
| Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ... A: There is no facility for attaching files through allexperts. If its the format that you are ... | |
| Price level list | 9/9/2007 |
| Q: I am using QB 2007 Premier. Im having trouble setting up my price level list. I have turned on the ... A: Sounds like you are doing everything right. Price level must be turned on under preferences. And ... | |
| Chart of Account Set-Up | 9/7/2007 |
| Q: I just began working as an Acctg Suprvisor at a management company that helps advise and support ... A: I'm not sure how familiar you are with QuickBooks so I'll throw out a few ideas that you may not be ... | |
| some questions | 9/6/2007 |
| Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ... A: Sure. Go to reports, Company & Financial, Profit and Loss Standard, select a date range (year to ... | |
| some questions | 8/22/2007 |
| Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ... A: Generally the cost of an asset is the delivered cost (purchase price plus installation, plus ... | |
| bad debt writeoffs for cash basis accounting | 8/14/2007 |
| Q: I have written off several invoices that will not be collected. We are on a cash basis and now it ... A: My apologies for the delay. I never received notification of your question and just now discovered ... | |
| Trial balance | 8/12/2007 |
| Q: I am working with Quicken 2006 for a small business and I need to run a trial balance sheet for the ... A: Quicken does nothave a trial balance. A good set of reports for the accountant from Quicken is: 1. ... | |
| compare between quickbook and myob | 8/3/2007 |
| Q: my question is if i wanna compare between quickbook and myob which accounting software will be ... A: This question is too broad as choosing a software is dependent upon the business processes you have ... | |
| Bonus? Nontaxable? | 8/2/2007 |
| Q: We hired a new employee from a nearby state and gave him 1500.00 "moving allowance" to help with ... A: Please visit http://www.irs.gov/pub/irs-pdf/p15b.pdf Page 16 of this guide discusses moving expense ... | |
| Inventory tracking | 8/2/2007 |
| Q: My husband just started his own business from home-marine repair. He buys parts and repairs boats. ... A: The technically correct answer is to allocate the lump sum amount over the 3000 parts you purchased. ... | |
| Invoice date question | 7/28/2007 |
| Q: I have used QB Pro 2004 and presently using the 2007 version. I have been having problems with the ... A: Edit your template for the invoice and add back the date field for the screen. You can leave off ... | |
| some questions | 7/25/2007 |
| Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ... A: Revenue can be recognized on the accrual basis or cash basis of accounting. On the accrual basis - ... | |
| Ceridian | 7/19/2007 |
| Q: I hope that you can maybe give me some insight into how the Ceridian Payroll system works. I am a ... A: I hope your interview went well. I was away for several days and did not get back until today so I ... | |
| lock the terms | 7/17/2007 |
| Q: Is there any way that I can lock the users from change the terms from a customer in QuickBooks? Only ... A: Not really. Monthly you can set the closing date on the books so that NOTHING can be changed that ... | |
| lock the terms | 7/13/2007 |
| Q: Is there any way that I can lock the users from change the terms from a customer in QuickBooks? Only ... A: In Quickbooks Pro and Premier editions you can allow the user to create transactions but not allow ... | |
| Tax adjustments | 7/12/2007 |
| Q: I paid most of the quarterly taxes on line. (first time) The online amount and the QB amount ... A: Congrats on the timely tax filing. I'm assuming that you are referring to payroll taxes, if not, let ... | |
| lock the terms | 7/12/2007 |
| Q: Is there any way that I can lock the users from change the terms from a customer in QuickBooks? Only ... A: No, I also checked in the QB Enterprise Edition which offers 117 different restrictions, but ... | |
| ? | 7/10/2007 |
| Q: can you please tell me how to change the names of a category in Quicken? thanks so much! gb A: Go to the "tools" menu at the very top of the Quicken window. From the drop down menu, choose ... | |
| exporting lists | 7/6/2007 |
| Q: I am trying to export the chart of accounts and vendor list so I can use it in a new company. I am ... A: Are you giving the file a name? The default is *.iff where the Star is a "wildcard" and cannot be ... | |
| exporting lists | 7/3/2007 |
| Q: I am trying to export the chart of accounts and vendor list so I can use it in a new company. I am ... A: You did not mention the procedure you were using so here are the instructions on how to ... | |
| Sales Report by Item Summary | 7/2/2007 |
| Q: My company uses this report as a general report for sales margins for all of our sales people. ... A: No, QuickBooks only uses average cost and you will find yourself in the middle of a nightmare if you ... | |
| Corporation income | 7/1/2007 |
| Q: I am considering forming a C-Corporation that would be a partial member of an LLC. This LLC has ... A: Unfortunately Mathew I do not know the answer to that question without doing research. You might ... | |
| Corporation income | 7/1/2007 |
| Q: I am considering forming a C-Corporation that would be a partial member of an LLC. This LLC has ... A: Before you do, visit http://www.nysscpa.org/cpajournal/old/14469571.htm Its an article that is ... | |
| separating marital assets | 6/29/2007 |
| Q: I need to separate balance sheet accounts (not their future earnings and losses)by ... A: I suppose that it will work. You will need to "unhide" any accounts that you have hidden from view. ... | |
| Bad Debt Write off going to Profit on P&L | 6/28/2007 |
| Q: We are a recruitment company and have a debt we are trying to write off in Quickbooks 2004. We ... A: Delete the payment transaction. Use a credit memo found under the customer menu. Use the same item ... | |
| Payments to collections | 6/28/2007 |
| Q: I use QB 2005 to run my small business, and I am stumped on how to handle/input a payment I recently ... A: Look to the vendor who submitted the amount to collections. Whatever account you would have used to ... | |
| accounting software | 6/27/2007 |
| Q: Linda, I may be asking a question outside of your expertise on this site, but as a CPA, I'm hoping ... A: I owned and managed a CPA firm for 11 years after working in one for several more. I sold that ... | |
| A/R and A/P | 6/26/2007 |
| Q: I have clients that use QB for both A/R and A/P but report on the cash method for tax. I ased them ... A: A/R and A/P will appear on the financials if there are credits that are not linked to the invoice or ... | |
| recording a tax penality in QB | 6/26/2007 |
| Q: I transposed 2 of the numbers on the FICA tax deposit coupon. The bank was unable to make the ... A: Let me know if I did not understand correctly: 1. The original check for FICA will clear the bank it ... | |
| SSN request of a customer | 6/22/2007 |
| Q: One of my customers that I clean their house every other week for 6 hours requested my SSN. He said ... A: Technically, the answer is no. Your customer is not required to send you a 1099 for the payments of ... | |
| Quicken budget balancing | 6/14/2007 |
| Q: I'm trying to use Quicken to make sure that I'm working with a budget, but I'm finding that there ... A: I think that there needs to be a clarification of budgeting in Quicken. A budget can be established ... | |
| Canadian version of QB Pro verses US version | 6/12/2007 |
| Q: Are there major differences between the Canadian version of QB Pro and the US version? I have been ... A: I have not evaluated the Canadian edition. So I am only aware of differences that I have read about. ... | |
| accounting/inventory software for e-bay | 6/12/2007 |
| Q: Last year I started e-bay, and everything went very well, except the invertory and accounting ... A: QuickBooks Pro is a great way to get started. It handles your sales, payables, and profit & loss ... | |
| QuickBooks - How to track startup business loan | 5/29/2007 |
| Q: How do I track the startup phase of a business loan in QuickBooks. This loan has been closed and ... A: Run a balance sheet report in QB Report menu > Company & Financial > balance sheet standard What is ... | |
| mortgage refinance | 4/30/2007 |
| Q: how do I enter a refinance of my existing mortgage? We borrowed 186,375.00. Out of that amount we ... A: Sorry for the delay, notification of your question must have been buried between the Sea of junk ... | |
| mortgage refinance | 4/29/2007 |
| Q: how do I enter a refinance of my existing mortgage? We borrowed 186,375.00. Out of that amount we ... A: You will need to have the HUD statement for the closing in front of you to enter this transaction ... | |
| Sales Tax | 4/21/2007 |
| Q: I have created a Sales Tax Group but when I try to add it as a item in the invocie I do not see it ... A: It is not possible to insert a sales tax group item in the body of the invoice. You can list in ... | |
| QuickBooks export to NetSuite | 4/20/2007 |
| Q: Our small but growing company is converting to NetSuite from QB. Do I have to convert 11 years' ... A: I am well versed in conversions to QuickBooks. But do not have any experience with conversions to ... | |
| Reducing Inventory File | 4/19/2007 |
| Q: I have just read your answer on importing excel spread sheet inventory into QB. I am using QB ... A: No, you will need to merge from within QuickBooks, one item at a time. Take a look at QuickBooks ... | |
| Several Quickbooks Questions | 4/12/2007 |
| Q: We are using Quickbooks for our wholesale sales. We would like to have a mobile application able ... A: visit http://marketplace.intuit.com/search.asp?category=204&CategoryName=Wireless_&_PDA (if this ... | |
| Inventory Setup in QuickBooks | 4/5/2007 |
| Q: We have completed an asset purchase in order to establish a new company. As part of this purchase, ... A: Inventory adjustments from the vendor menu, require you to enter an account. Set up a Inventory ... | |
| Quicken files condensed | 4/4/2007 |
| Q: Is it possible to condense or reduce file size in order to more easily exchange files by email? A: You can go to the file menu > File operations > Copy file and copy the transactions from a date ... | |
| Quickbooks pro 2005 | 4/3/2007 |
| Q: I need to add an opening balance to an account the already exists and payments have been made to. ... A: Are you a corporation or a partnership? And have you filed a tax return with a wrong balance? If ... | |
| Loan from Shareholder | 4/2/2007 |
| Q: One of the owners of the company [an S Corp] deposited cash into the company bank account, which was ... A: If you be paying the cash advance back to the Credit Card company. I would set up a new charge of ... | |
| print option on invoices | 3/28/2007 |
| Q: By default, whenever I open a new invoice on QB 2006 Pro, the print checkbox is already checked. Is ... A: There is no Preference to choose which will unselect the to be printed for all invoices. QuickBooks ... | |
| accounts | 3/26/2007 |
| Q: Using Quickbooks, I have retained earnings that I have put in an investment account(stock) I have ... A: Since the Ameritrade in not in the business name, it would not be an asset or liability of the ... | |
| importing excel spread sheet inventory in to QB | 3/20/2007 |
| Q: I am using QuickBooks Pro 2006 and been tyring to import a excel spread sheet with our products ... A: QuickBooks Pro & Premier have a 14,500 item limit. If you need more items, you will need to upgrade ... | |
| invoicing program | 3/14/2007 |
| Q: i am looking for an invoicing program that has an ability to do recurring invoicing. the program we ... A: QuickBooks has a "memorized transaction feature" when applied to invoices will create a recurring ... | |
| Tracking Taxes | 3/6/2007 |
| Q: I am very irritated with Quickbooks trying to 'help' me by filling in the GST and PST when I enter ... A: Unfortunately I do not have any experience with the Canadian version of QuickBooks. But you might ... | |
| Unpaid Report | 3/1/2007 |
| Q: I would like to print a report that shows me 'unpaid' invoices by vendor. I can find it in the 'Pay ... A: I will assume you are using QuickBooks. From the Pay Bills window in QB, at the top of this window ... | |
| Quickbooks PRo 2006 & invoices | 2/28/2007 |
| Q: I received a partial payment from a customer and applied that via Receive Payments. I am now trying ... A: Changing a transaction after it has been sent is not good accounting procedure. All your reports are ... | |
| No assembly item in my version | 2/26/2007 |
| Q: You helped me out one time before, thank you! I am getting ready to sell kits that are made up of a ... A: I dont own a Mac But the PC version has a has an item type called a group item. List menu > Item ... | |
| best rental software | 2/25/2007 |
| Q: We have only TWO vacation condos. Quickbooks seems like overkill to me, but we would like to keep ... A: I am a Certified QuickBooks advisor and while I have broad knowledge of the software that integrate ... | |
| some question | 2/16/2007 |
| Q: now i am accountant.. but i want to continue my study. i wanna study master in international trade. ... A: Having spent the last 25 years supporting small businesses as an accountant/CPA I do not have the ... | |
| Over 200 Employees | 2/12/2007 |
| Q: I work for a company with over 200 employees. Payroll information must be transmitted to the IRS by ... A: For 2007 and earlier versions the answer is no, but there is a 3rd party add-on ... | |
| P & L | 2/6/2007 |
| Q: Good suggestions and easy to following, but it isn't working. It is almost like I have hidden ... A: J. Your screen shots do not come through so I'm flying a bit blind here. The Quick reports need to ... | |
| P & L | 2/5/2007 |
| Q: When I run the P & L for last year (2006), it does not produce a line item for Travel & ... A: J. We need to hunt up one transaction that you categorized T&E to so that we can trace that ... | |
| postage machine lease | 2/1/2007 |
| Q: How do I properly set up postage machine lease in chart of accounts? Would this be liability or ... A: It depends on how the lease is written. Can the company can buy the equipment at a bargain price ... | |
| Coffee supplies & snacks for office | 1/22/2007 |
| Q: Would you put coffee supplies & snacks for office under office supplies or make seperate line in ... A: I tell customers to change the name of the account of office supplies to office expenses. It then ... | |
| sole proprietor and expense draws | 1/15/2007 |
| Q: I'm a new sole proprietor, and have discovered I need to pick up a small business class soon. My ... A: I hope you are not audited, that is a real nuisance to have to gather all the receipts! Did you ... | |
| Category for S-corp Shareholder Dist | 1/8/2007 |
| Q: Linda, Thanks for the help. I should have said that I'm using Quicken Home & Business, not ... A: Quicken does not have an "equity type" of account. and it is very cumbersome to track equity ... | |
| Starting Quicken | 1/7/2007 |
| Q: Since Thurs. evening, I haven't been able to get into Quicken. I keep getting the message, ... A: I have a version of Quicken 2004 on my desktop and have no trouble opening it or entering ... | |
| Category for S-corp Shareholder Dist | 1/6/2007 |
| Q: I recently switched to an S-corp and am confused about shareholder distributions. What category do I ... A: Set up an account - (an equity type of account) named Shareholder distributions. On the first day ... | |
| Sales Tax | 12/19/2006 |
| Q: I've uncovered some mistakes I've made regarding sales tax. I incorrectly paid sales tax as if it ... A: Even as an expert, fixing sales tax is a bit of a struggle. There is an "adjust sales tax" selection ... | |
| Reminder for unprinted invoices | 12/7/2006 |
| Q: Linda: In using Quickbooks Pro 2006, I have tried to determine if there is anyway a report can be ... A: Sorry for the delay, I was away acquiring advanced certification with QuickBooks. There is no ... | |
| QB premier Chart of Accounts | 12/5/2006 |
| Q: I am starting a RECRUITING/STAFFING/EXECUTIVE SEARCH business in PERM PLACEMENT ONLY. Can you direct ... A: Good luck with your new venture. See http://www.qbalance.com/chart_of_accounts.htm For a sample ... | |
| Unable to send email invoices | 12/4/2006 |
| Q: I have never had a problem with sending out my invoices via email. This afternoon, it stalls at the ... A: It would be a problem with the Intuit Servers. I noticed some "issues" last week for the first ... | |
| Tax line assignment | 11/27/2006 |
| Q: I purchased some inspection tools for my business ( Home Inspection) Where on schedule C would I ... A: For 2006 Equipment is fully deductable as section 179 depreciation expense up to $108,000(for ... | |
| Moneycounts VS. Quickbooks | 11/15/2006 |
| Q: I am the admin asst. at a small church. We currently have financial information in both Moneycounts ... A: I believe that MoneyCounts is an OLD software package and therefore getting support may be very ... | |
| Quicken Premiere Home and Business 2006 | 11/13/2006 |
| Q: I bought a new laptop. When I connect to the bank it downloads every transaction since day one, so ... A: Did it only do this once. Or everytime you connect it downloads the data all over again. Hi George, ... | |
| Quicken 2006 bank reconciliation | 11/8/2006 |
| Q: I'm trying to help my 92 yr. old dad with this. 2 questions: He reconciled his Sept. cking. stmt. to ... A: The opening balance can change when a transaction that has already been cleared by the bank in prior ... | |
| Printing Only 1 page in Quickbooks | 10/16/2006 |
| Q: We're having a problem here when we try to print three pages, only one will print. Do you know why ... A: I need more information to try to identify the problem. What report are you printing? Does it print ... | |
| Quicken Backup Files | 9/30/2006 |
| Q: I know that the main data file is QDF and that the files with extensions QPH, QEL, and IDX need to ... A: I wish I could be of more help, but unfortunately the logistics of how the Quicken interacts with ... | |
| Online Banking | 9/28/2006 |
| Q: How can I delete an account that is setup for online banking download? I don't want to delete the ... A: Go to the tools menu Select account list Highlight the account Click on the edit menu Click on the ... | |
| Importing Excel Budget sheet to QB Pro 2006 | 9/25/2006 |
| Q: I have QB Pro 2006 and never have converted or import a multi departement expense budget excel ... A: Its easy to import list items (accounts, items, cust, vendors) but importing transactions or other ... | |
| Quickbooks data | 9/20/2006 |
| Q: I just started with this firm and they have only been in business for 3 months, they are basically ... A: Set up new accts in the chart of accounts as follows (in this example there are 2 partners Steve & ... | |
| Quicken or best software... | 9/13/2006 |
| Q: I am an administrator at a residential development company, we buy vacant lots and build houses. We ... A: I am very familiar with the accounting hassles you need to deal with. Many small home builders do ... | |
| confirming emailed reports | 9/12/2006 |
| Q: Is there any way in Quickbooks Pro 2005 to review emailed reports? I sent six invoices to a ... A: No Intuit does not provide this service for free. You can sign up for Intuit billing solutions: ... | |
| Pins and passwords | 9/8/2006 |
| Q: My computer died and I started over. I have tried to find my pins and passwords and have a huge ... A: I'm sorry to hear that. You have my sympathies, reconstructing software and data can be a nightmare. ... | |
| Simply Accounting | 9/6/2006 |
| Q: I need to know what to do if one is having trouble getting the cheques to line up. Thanks in ... A: I've no experience with Simply Accounting. But you might repost your questions in the Simply ... | |
| Bank Reconciliation | 9/5/2006 |
| Q: We have lost our copies of our Bank Rec's for the last financial. How do we re-print this ... A: I did respond to this on Tuesday morning, but it looks like my response never made it to you. So ... | |
| Bank Reconciliation | 9/5/2006 |
| Q: We have lost our copies of our Bank Rec's for the last financial. How do we re-print this ... A: If you are using QuickBooks Pro: This version only saves the last bank rec report that you ... | |
| Interested in you opinion of my idea? Please help? | 9/1/2006 |
| Q: "I'm thinking of starting my own home based book keeping / tax service. I have worked in the ... A: I think cyber bookkeepers/accountants are going to be an everyday event in the next couple of years, ... | |
| Applying Payment to a Purchase Order After the Fact | 8/28/2006 |
| Q: Linda. Sometimes we do things a little bit backwards and don't enter the purchase order until after ... A: There is not a direct way to link a PO with a check. I suggest the following: The check should be ... | |
| Quickbooks/Quicken | 8/24/2006 |
| Q: I have been doing some work for a company by setting up their computers & network and they are using ... A: I certainly can understand your frustration. It should not take that long. I would have figured max ... | |
| hi | 8/16/2006 |
| Q: when a credit report is generated will it show: if the creditors had trouble establishing my ... A: Unfortunately, credit reporting is not an area that I have experience with. you should be able to ... | |
| Income to Expenses | 8/14/2006 |
| Q: For some reason quicken has been logging a lot of my expenses as income. I didn't know how to ... A: First, do a back up of your Quicken. Next - from the edit menu select Recategorize Select the ... | |
| entering expenses and items | 8/8/2006 |
| Q: I enter what I purchased from the vendor under items and my delivery costs under expenses.When I run ... A: Sorry for the delayed response, I was away on vacation. Items will show up on your expense by ... | |
| Treatment of Prepayments | 8/7/2006 |
| Q: Further to this, in Australia, we have Goods & Services Tax which is 10% and would be applied to a ... A: You will need to call the taxing department of your gov't and ask them when they expect payment. If ... | |
| Treatment of Prepayments | 7/31/2006 |
| Q: G'day Linda. I am not an accountant. I just struggle with the book keeping. I supply a customer ... A: First, make a backup of your file Set up a new account in QuickBooks Type - Current Liability ... | |
| Quickbooks | 7/25/2006 |
| Q: If one computer has quickbooks Enterprise Solutions 6.0 can I install Quickboos 2006 professional on ... A: "If one computer has quickbooks Enterprise Solutions 6.0 can I install Quickboos 2006 professional ... | |
| Quickbooks | 7/25/2006 |
| Q: I hope you can help with this question. I have home/office and I installed quickbooks on one of my ... A: I cannot help you with the networking but once networked here are the steps you need to take: ... | |
| Should I use Quick Book 2006 Premier or the Premier Retail 2006 Edition? I own a restaurant business | 7/24/2006 |
| Q: I just bought Quickbook Premier 2006, which contains industry specific editions, one of which is th ... A: Sorry for the delay, notification of this question was lost in a wave of spam in my e-mail box. ... | |
| credit cards | 7/21/2006 |
| Q: You answered this questions below, however, your answer applied to QUICKBOOKS. I'd like the same ... A: I work with the basic Quicken every day. But I'm not familiar with the Quicken version that tracks ... | |
| QuickBooks Budget Report | 7/20/2006 |
| Q: How do I get a a Balance Sheet Budget vs Actual to show the YTD budget (ie: 1/1/06-6/30/06) instead ... A: Run a P&L budget overview to check that your budget has data in each month for each account. Next ... | |
| Sales Tax Liability Report | 7/11/2006 |
| Q: I am using Mac 2005 for the first time. I am getting ready to pay my sales tax to the state. I ran ... A: The sales tax liability report works off the items that appear on the invoice. If you are ... | |
| Quickbooks Pro | 7/10/2006 |
| Q: I can't figure out how to get an invoice to print with "1% will be added to the balance..." along ... A: You can do this one of two ways. 1. Open a new invoice On the lower left there is a box named ... | |
| SMALL BUSINESS-taxes/management/operations software | 7/4/2006 |
| Q: My boss owns a contetruction company and has virtually no office set up and my job is to create an ... A: QuickBooks is ideal for a small construction business. It will compile your books and records so ... | |
| Quickbooks Short Year | 6/26/2006 |
| Q: Want to change our company's year for calendar to fiscal year in Quickbooks. Will have a "short ... A: You can use the same file. simply change the date for the new year in the company menu > company ... | |
| WIP | 6/26/2006 |
| Q: Our fledgling business will of necessity have substantial Work In Process Inventories. I did a Help ... A: Terry, You did not mention the industry you are in, so this is a very generic answer. Any ... | |
| Getting inactive items to stay hidden | 6/25/2006 |
| Q: but I'm afraid you have misunderstood my question. I am not trying to export my lists into Excel. ... A: Isn't there some setting I can toggle that will hide the inactive items from everything that uses ... | |
| Quickbooks Purchase Tracking | 6/25/2006 |
| Q: I am extremely new to Quickbooks. I was trying to set up an inventory based on some items we'd ... A: Set up a new account for the credit card you used to pay for these items. Set the account type = ... | |
| Getting inactive items to stay hidden | 6/25/2006 |
| Q: I am using Quickbooks Premier 2004. When I make inventory items inactive in my item list, they ... A: Try running the report for an item list and exporting to excel rather than exporting in an iif file. ... | |
| Quickbooks Budget vs Actual vs Total Year Report | 6/8/2006 |
| Q: Is there a way to have all the following information on one report in Quickbooks? Budget YTD Actual ... A: Unfortunately, the only way to acheive this is by exporting both reports to excel and coping the ... | |
| Invoice overpament | 6/2/2006 |
| Q: A customer intentionally overpaid an invoice by $50.00 to account for paying the bill so late. We ... A: Here is one way that will work: Assume that the amount due from the client was $350 and their ... | |
| payroll | 5/25/2006 |
| Q: I used ytd history in payroll. church employees with basic salary minus fed w/h, ss, medi. state ... A: Gross less deductions = Net. This should be what your experiencing. Once you enter the YTD ... | |
| payroll | 5/25/2006 |
| Q: I have set up a new company file. In setting up payroll data, I am having trouble with the ytd ... A: Throughout the year QuickBooks updates their tax tables to conform with any payroll tax changes ... | |
| Social Security Number | 5/24/2006 |
| Q: An employee of ours has requested that we do NOT put her social security number on her paychecks ... A: I truly have no idea as to what is legal, this is a very strange (new) request. I've never heard ... | |
| Printing Issues | 5/23/2006 |
| Q: I am using Quickbooks 2003 through a remote connection to an office in Bermuda. When I try to print ... A: I'm not an IT expert, so I may not be steering you in the right connection. But... here is what I do ... | |
| Quickbooks or Quicken H&B? | 5/23/2006 |
| Q: My husband and I are starting up a service business in which we do not have any inventory or sales ... A: I find the receivable reports and customer reports are better in QuickBooks. Plus with 2 of you, you ... | |
| QuickBooks payroll | 5/22/2006 |
| Q: I am taking over the books for a church that uses QuickBooks payroll. For a number of reasons, I ... A: Unfortunately, you cannot import detailed employee information. You can export your Customer, ... | |
| Open office opening files | 5/21/2006 |
| Q: I use quick books and open office how can I get open office to open iif files as a spread sheet ... A: I have no experience with open office software, QuickBooks is designed to work seamlessly with Excel ... | |
| Adding inventory balances to P&L reports | 5/18/2006 |
| Q: I am using QuickBooks Premier Retail Edition 2004 in my motorcycle repair business. I buy inventory ... A: Helen, a) beginning inventory (b)purchases (c) COG available (d) less ending inventory (EI) ... | |
| Quicken Reminders | 5/10/2006 |
| Q: How can I delete old Reminders? When I come on quicken, I see old reminders, since I have used a ... A: Unfortunately, I no longer have Quicken 2000 available to review. But I believe reminders are a ... | |
| loan payments and taxes | 5/1/2006 |
| Q: How can I be sure that I have not paid taxes on loan repayments? I lack the understanding of how ... A: Principle loan repayments are not deductible. While there are loans do not flow through the ... | |
| File importing in QB PRO 2006 | 4/24/2006 |
| Q: I would like to know if is it possible to import excel files into Quickbooks. Judging by the ... A: There is an inexpensive tool ($59)at http://www.bigredconsulting.com called the iif transaction ... | |
| Payroll | 4/16/2006 |
| Q: I read an earlier answer about quickbooks not processing payroll unless I make an additional ... A: Quickbooks does not come with the tax tables preloaded, you need to select a payroll option before ... | |
| COGS in quickbooks | 4/5/2006 |
| Q: The version I'm using is 2006. Actually, we're just transferring into it right now. What I'd like ... A: I felt the same way when I first was exposed to QuickBooks. Here is how it works A bill cannot be ... | |
| Importing Budgets to Quickbooks | 3/24/2006 |
| Q: I have QuickbooksPro 2006. I wanted to import my budget from Excel. I tried exporting a blank ... A: I have never imported a budget into QuickBooks. But for $33 there is a tool that will create a file ... | |
| COGS in quickbooks | 3/21/2006 |
| Q: The version I'm using is 2006. Actually, we're just transferring into it right now. What I'd like ... A: Quickbooks uses a rolling average: QuickBooks recalculates the average cost of an item every time ... | |
| Check writing software | 3/9/2006 |
| Q: Linda: I am sure that this is an easy question for you. My handwriting is so bad that I would like ... A: I am not aware of any, and I think that is because technology has now allowed us to pay all our ... | |
| Category | 3/7/2006 |
| Q: Linda Saltz, Hi Linda, I just started using Quicken 2004, with Windows XP Pro. I am tracking ... A: Withdrawals are not business expenses. If you are a sole proprietor or a sole owner LLC you pay ... | |
| Tax Line Assignment for CD | 3/6/2006 |
| Q: I invested some of my sole proprietorship's income into a certificate of deposit. To which tax line ... A: Tax line codes are specifically for accounts that are reportable on a tax return. For a business, ... | |
| Taxyear & Quicken | 3/2/2006 |
| Q: I just started using Quicken 2004, with Windows XP Pro. I am tracking business expenses. I hope my ... A: The Tax code (IRS) says Its okay to deduct expenses incurred on a credit card in the year that the ... | |
| Check Alignment in Quicken 2006 | 2/27/2006 |
| Q: I just upgraded to Quicken version 2006 to solve the check printing problem and it has not been ... A: I'm sorry I dont have a solution for you. But I use Quicken and pay 99% of every bill using online ... | |
| Can QuickBooks help me? | 2/22/2006 |
| Q: I have just become treasurer of a small, non-profit support group and would like to update the ... A: I cannot picture exactly the reports that you need. QuickBooks does not generate a report that ... | |
| Business Purchase | 2/21/2006 |
| Q: I understand all the steps. I just want to clear up a few points. Is the capital account that I ... A: Please forgive the delay. Notification of this question got buried in with the tons of spam I get ... | |
| Quickbooks Pro 2005 | 2/16/2006 |
| Q: I have a customer who would like to make a purchase and make 4 monthly payments on the total amount. ... A: Read about memorized transactions From the Help Menu. This will provide you with the solution you ... | |
| one question | 2/15/2006 |
| Q: i have one question to ask you. i want to sell without credit term. how can i set? cuz everytime i ... A: Customers are trained to look for the payment terms box. So QuickBooks provides a term "Due Upon ... | |
| Returned check in savings deposit for Quickbooks Pro 2005 | 2/14/2006 |
| Q: Our bank returned one of our checks from our clients in one of my bank savings deposits because the ... A: I'm assuming now you have 2 invoices and 2 receive payments for this one invoice. So you now need ... | |
| Returned check in savings deposit for Quickbooks Pro 2005 | 2/14/2006 |
| Q: Our bank returned one of our checks from our clients in one of my bank savings deposits because the ... A: Gee, I havent seen that as a reason for bouncing a check. In fact I've deposited checks (written to ... | |
| Changing Company Name | 2/7/2006 |
| Q: we are using QuickBooks Pro 2004. We have a DBA company already established in QuickBooks. We have ... A: You can simply change the name in QBooks and file just one schedule C for your business Although ... | |
| Quickbooks payroll | 2/7/2006 |
| Q: I am trying to use the payroll section of quickbooks and the federal tax is not computing, when I go ... A: Im not sure what you mean when you say "the federal witholding line is blank" In order for QB to ... | |
| Rebate checks in Quickbooks Pro 2005 | 2/6/2006 |
| Q: I received a bunch of automatic responses from you saying you'd answered this question already, ... A: I do remember getting asked the same question about 6 times but here is my initial response. Go to ... | |
| Inventory Set-up | 2/2/2006 |
| Q: How do I put our current inventory into QuickBooks Pro? This function has not been used in my office ... A: You need to turn on the inventory feature in QB Edit Menu Preferences Purchases and Vendors Company ... | |
| ticketing | 2/2/2006 |
| Q: Cash in is when tickets are sold for certain train rides they cash it in so we do a reconciliation ... A: Ive got no experience with this software. But it may be a set up in your preferences of the ... | |
| How to handle rebate checks in Quickbooks Pro 2005 | 1/31/2006 |
| Q: I received a rebate check from Symantec for some software we'd bought in 2005. Where do I go to ... A: go to the Banking Menu, Select Make Deposits. Select the vendor name in the first column, the ... | |
| about filing for taxes | 1/27/2006 |
| Q: I have been unemployed since Nov of 2004. the only money that I made all year was from a savings ... A: From just the facts that you provided, I would say no, but if you received unemployment income you ... | |
| quickbooks database | 1/19/2006 |
| Q: I need some help with geting client computers on my network to access the quickbooks .QDB,.QDW I ... A: There is a bit of a change in the way you install QB2006 Be very careful to follow the instructions ... | |
| Partnership | 1/19/2006 |
| Q: I have a business with a partner and have QB 06 and I am in charge of the bookkeeping and would like ... A: This is a manual task. Each year 1/1/new year you need to make JE to close draw and retained ... | |
| Sales Tax Coding in Quickbooks 2005 Pro | 1/11/2006 |
| Q: Linda, I am using Quickbooks for the 1st time as a bookkeeper in a software support business in MN. ... A: A Correct set-up for multistate Two sales tax items 1. SD Sales Tax 2. MN Sales Tax Two Services ... | |
| QUICK BOOKS QUESTION | 1/7/2006 |
| Q: I am looking into using Quick Books Premier Contractor edition, do know how to use this product. I ... A: The contractor edition would work well for you. It will track your work history nicely. But it ... | |
| Changing cost of goods to accounts payable | 1/6/2006 |
| Q: At the end of the year, I show that I owe for inventory in accounts payable. My accountant told me ... A: Wow. Sounds like a bit of a mess! This may not be something that I can help you with without ... | |
| Backing up quickbooks | 12/14/2005 |
| Q: I am probably doing something wrong but when I backup quickbooks to a disk it says back up is ... A: CDs can be a nuisance to back up onto. I suggest going out to Staples or CompUSA (or the like) and ... | |
| quick books pro restore | 12/13/2005 |
| Q: Our business computer crashed the other day - it's older and beyond worth to repair it. So we bought ... A: Copy the backup file onto your C drive Next, find the backupfile on your C drive and right click ... | |
| form 941 | 12/1/2005 |
| Q: I need to print a form 941 from the fourth quarter of 2004. I cannot find my copy and the IRS has ... A: Since my software updates with each new version, I can no longer access an exact replica of what ... | |
| Importing inventory from excel to QB pro 2006 | 11/30/2005 |
| Q: just got the QB 2006 pro and setting up an account and trying to import inventory from excel Keeps ... A: Look under Help menu under QuickBooks Help for the term Import - and select excel to read about how ... | |
| savings | 11/28/2005 |
| Q: I really liked the savings feature in the older versions of Quicken. My accountant had me switch ... A: No Mike, that feature does not exist in QuickBooks. You could set up a new bank account as sub ... | |
| QB Basic 2003 | 11/21/2005 |
| Q: When reconciling monthly bank statements, I have discovered minor discrepencies in the amount ... A: Probably your easiet bet would be to enter a new check _ using the same check number for the .30 ... | |
| QuickBooks Cash Flow Projection | 11/20/2005 |
| Q: I am using QuickBooks 2005 Enterprise Solutions for Contractors. I would like to use the Cash Flow ... A: I'm with you. It is a very limited tool- there is no provision for changing the dates. I also think ... | |
| debt forgiveness | 10/25/2005 |
| Q: Corporation A lends to corporation B $50,000. Corp. B cannot repay the debt and Corp. A forgives it ... A: Set up an account in Other income type of account "debt forgiveness income" Whether or not it will ... | |
| Quicken 2004 | 10/25/2005 |
| Q: How do I change the date in Register to dd/mm/yyyy? A: This is a first for me, I've never been asked this before. I do not think it can be done. I looked ... | |
| accounting | 10/16/2005 |
| Q: I work for a corporation and my boss told me to do the following in order to bring the profit ... A: I am not an expert in job cost accounting but the internal revenue service (USA) permits large ... | |
| Quicken | 9/20/2005 |
| Q: Linda Is it possible to set quicken up to automatically deposit my SS check on the third Wednesday ... A: No, those parameters are not available in Quicken. The best that you can do is set the parameter to ... | |
| Receipt Account | 9/4/2005 |
| Q: I am using QuickBooks Premier 2002. How can a make a receipt, amount credited to an expense code, ... A: I'm not sure if I understand your question correctly so I will guess, and if you need more info, ... | |
| Importing Excel Sheet into QB | 9/1/2005 |
| Q: I am currently revising our inventory system numbering system. I transferred the inventory list ... A: Keep in mind that with any import, QuickBooks will NOT change the item, instead it creates a new ... | |
| Quickbooks | 8/29/2005 |
| Q: I began a new business in March. I am new to Quickbooks. When I tried to reconcille I notice that ... A: Best thing to do is send me an e-mail to info@qbalance.com with A/R troubleshooting in the memo ... | |
| Advance Payment | 8/27/2005 |
| Q: I am using Quickbooks - Accountant Edition 2002. How to make advance payment for the Vendor? The ... A: Use a "write check" transaction Payee = vendor name Account = Accounts payable Under Customer:Job ... | |
| Quickbooks | 8/27/2005 |
| Q: I began a new business in March. I am new to Quickbooks. When I tried to reconcille I notice that ... A: Here is a link to a page in my newsletter discussing how to fix a few A/R problems ... | |
| QB Pro 2003 | 8/25/2005 |
| Q: A customer has overpaid an invoice by only three cents. Instead of sending a refund check for just ... A: Writing off an overpayment is a bit trickier than a writedown due to discounts or billing errors or ... | |
| Quickbooks Sales by Item Report | 8/23/2005 |
| Q: I am trying to create a sales by item report and I want to use the column "Calculated Amount" but do ... A: This field is used by the payroll module within quickbooks not the sales module. QuickBooks will ... | |
| Payroll taxes | 8/6/2005 |
| Q: I'm a small grocery store owner who needs to hire some employees outside the family. I have no clue ... A: visit my website and download the "starting a payroll checklist: ... | |
| quicken 2005 home premiere | 7/22/2005 |
| Q: When I go to back up my quicken file on my backupdrive, instead of writing over the old file it just ... A: Sorry for the delay, This request for information slipped into the grasp of my spam blocker and I ... | |
| quicken 2005 home premiere | 7/22/2005 |
| Q: When I go to back up my quicken file on my backupdrive, instead of writing over the old file it just ... A: Check your preferences: From the Edit menu, select preferences Click on the Backup preference and ... | |
| Doesn't show whole vendor list. | 7/18/2005 |
| Q: We have QB Enterprise Solutions 3.0 installed on three computers. When I view the Vendor list on my ... A: Sounds like a problem with the database. You may benefit from resorting all your lists. Change to ... | |
| quickbooks quicken conversion | 7/11/2005 |
| Q: 1. We use Quickbooks Pro for Mac. Our bank purports to download a Quickbooks file. But, trying all ... A: 1. We use Quickbooks Pro for Mac. Our bank purports to download a Quickbooks file. But, trying all ... | |
| Finance software | 7/10/2005 |
| Q: I run a very small computer repair business. I don't intend to get a lot bigger than I am, maybe ... A: Although you are a small shop, you have important tracking needed to ensure that you invoice the ... | |
| Quicken Pro 2005 | 7/6/2005 |
| Q: I'm so frustrated with Quicken that I incorrectly identified it; I have Quicken Premier Home & ... A: If Quicken created an automatic adjustment in order to reconcile, you need to find the transaction ... | |
| Quicken Pro 2005 | 7/2/2005 |
| Q: Though your intro mentions QuickBooks, I like the clear way you write instructions so will send this ... A: Sorry for the delay, I must have missed the notification that a question was pending. Quicken does ... | |
| quicken 2004 data conversion to windows | 6/25/2005 |
| Q: I want to send my accountant a copy of my quicken data. I have quicken 2004 for Mac and he has ... A: Intuit has a rather involved discussion on how this is done. Much of the 'prep' work need only be ... | |
| QB2003 Premier AAccountant Ed. Class System | 6/10/2005 |
| Q: I use both inventory for what I purchase and sell, and non-inventory for what I cross sell form ... A: The only other suggest that I can offer is as follows: You can add a customizable field for your ... | |
| Conversion form Quickbooks to quicken | 6/7/2005 |
| Q: My firm uses Quickbooks 2004 Basic Edition and we provide our client with monthly financial ... A: I've been swamped the past few days, my assistant was in a serious car accident and I was left with ... | |
| Quickbooks 2003 Importing additional company | 6/4/2005 |
| Q: 1. Quickbooks Pro 2003 2. Consolidating two locations into one, presently using two copies of ... A: In 2005 QuickBooks changed their policy allowing for unlimited PR files under one umbrella PR tax ... | |
| QB2003 Premier AAccountant Ed. Class System | 5/30/2005 |
| Q: I am a Seedman (Yes, there is a career in selling seeds). First, thank you for replying so quickly ... A: Sorry for the delay in response. I printed out your question so that I could ponder it a bit and ... | |
| Quickbooks - Chart of Accounts | 5/24/2005 |
| Q: I have quickbooks pro 2005, and need a sample chart of accounts for a used car dealer. Any ... A: You can get a basic chart of accounts for QuickBooks http://www.qbalance.com/chart_of_accounts.htm ... | |
| Reorder List | 5/11/2005 |
| Q: Is there a way to add additional fields to the "Inventory to Reorder List" that appears in the ... A: No, you are not able to get all the information you need in one screen. I'm sure you are familiar ... | |
| templates in quickbooks | 5/11/2005 |
| Q: I am looking for a way to create my own template and import it to quickbooks. Their invoices are ... A: I do not know how this can be done. Template files have an extension of *.DES It may be possible ... | |
| chart of accounts | 5/7/2005 |
| Q: In making my profit and loss statement, do I count EQUITY as a EXPENSE? A: No, equity is considered your investment in the company. Think of it this way. You start up a ... | |
| Software Design Proposal | 4/26/2005 |
| Q: I am writing a design proposal for a software that could be used for a charity organization. The ... A: Unfortunately, this is beyond my capabilities. I am Certified Public Accountant with an expertise ... | |
| COMPIERE ERP/CRM | 4/26/2005 |
| Q: Hai, I am just doing a survery on ERP & CRM software. I am only focusing on COMPIERE ERP/CRM ... A: Unfortunately, I am not familiar with Compiere software and I do not utilize any ERP/CRM software to ... | |
| Converting from NetSuite to QuickBooks | 4/19/2005 |
| Q: I am trying to convert a small manufacturing business from NetSuite to QuickBooks. NetSuite was ... A: You will need a 3rd party utility to import transactions into QuickBooks. With QuickBooks 2004 and ... | |
| Quicken 99 and Windows XP Pro | 4/11/2005 |
| Q: We were running Quicken 99 on Windows 98. We recently upgraded our system to Windows XP Pro and ... A: Unfortunately, I do not have the expertise to recover corrupted Quicken data files. But, I do ... | |
| I've recently purchased Quicken... | 4/11/2005 |
| Q: I've recently purchased Quicken 2005 for my mac(G4) laptop. I am new to both Mac and Quicken and I ... A: Not being a Mac user, I am not as fluent as to where to get help but the following forums seem to be ... | |
| Computer software energy accounting programs | 4/6/2005 |
| Q: my name is Adrian. I'm looking for computer software energy accounting program, that can "tell" me ... A: Sorry for the delay in responding. It is tax season here and I missed your e-mail. I am sorry, but ... | |
| transferring inventory | 4/5/2005 |
| Q: I have quickbooks pro 2003. I have 2 places that hold my inventory. How do I show on quickbooks ... A: QuickBooks does not accomodate Inventory by Location. You would need to set up a 2nd set of items ... | |
| Accounting Crisis | 4/2/2005 |
| Q: I have heard about several accounting scandals in the past years. I wanted to know what companies ... A: I have copied the description of the sarbane-oxley act: The Sarbanes-Oxley Act became law on July ... | |
| Because I have assets in both... | 4/1/2005 |
| Q: Because I have assets in both US and Cdn $ it is impossible to ensure that the books are balanced. ... A: I have never worked with the UK product but it purports to have a multicurrency feature. You will ... | |
| Quicken 98 and WindowsXP | 3/29/2005 |
| Q: Could you please tell me why Quicken 98 won't run on Windows XP? If I buy a later version of Quicken ... A: Unfortunately, I am not able to tell you why you are unable to install on Windows XP. Visit ... | |
| Interest | 3/29/2005 |
| Q: As a follow up I would like to give you a little more information. The balance on the card was only ... A: I ran the numbers through an amortization software here and if the balance 2 years ago was $1800 and ... | |
| Interest | 3/24/2005 |
| Q: Is it possible to gain over $1500 in interest on a credit card account over two years if payments ... A: More information is needed to confirm this such as what the balance was to start with, how much each ... | |
| Failed Backups | 3/21/2005 |
| Q: Wondering what might cause QB 2002 Basic to fail on backup. It starts fine, looks like it is ... A: It sounds like it might be a problem with your A drive or the floppies you are using, but there is ... | |
| customer balance detail report | 3/15/2005 |
| Q: using quickbooks regular 2004 how do i print the customer detail report without showing customers ... A: The customer detail report is a report that is designed to be all inclusive. All invoices and ... | |
| Quicken Balance Sheet | 3/15/2005 |
| Q: Account Balances - As of 3/15/2005 (Includes unrealized gains) As of 3/15/2005 Account 12/31/2004 ... A: I'm not sure I understand your question. By customizing the account balances report and clicking on ... | |
| Large Quickbooks file | 3/12/2005 |
| Q: I have a client how I support their computers. They have a quickbooks file which is 95MB it can not ... A: If the file is corrupted, then I suggest you call Chris Gurley at Data Recovery AID 800-892-6428 He ... | |
| Quicken 2004 Budget | 3/10/2005 |
| Q: I have a question regarding tracking a budget using Quicken 2004 that I hope you can help me with. ... A: Sorry for the delay Joe, I gave it a good try, attempting to come up with a workaround for you, but ... | |
| Freight In | 2/28/2005 |
| Q: My account explained that when I purchase inventory I need to include the freight charges in the ... A: Technically, your accountant is right. But QuickBooks does not have the capability to handle the ... | |
| Reconciling of bank statement in QB Pro 2004 | 2/23/2005 |
| Q: We are using Quickbooks Pro 2004 in the operation of our small business. We had a computer problem ... A: This may need a few e-mails before we can identify the source of the problem. The beginning balance ... | |
| Tax Line Item assignment | 2/21/2005 |
| Q: I am an independent contractor who deducts Health Insurance Premimums on my return. What is the ... A: I just took a look at my Quicken, and with my version of Quicken (Premier) there is no tax line ... | |
| k1 printing | 2/16/2005 |
| Q: i have been using quickbooks to keep track of our partnership business. how do i print out k1 or ... A: QuickBooks does not prepare tax returns. But it does interface with Turbotax for business. Visit my ... | |
| More than one business | 2/11/2005 |
| Q: I run two home based businesses and would like to upgrade my accounting software. I need something ... A: Quickbooks permits you to Keep books for an unlimited number of companies. From the file menu is a ... | |
| quickbooks on the road | 2/9/2005 |
| Q: We use quick books on the office computer to keep track of invoices, payments.... We have 3 ... A: Visit http://marketplace.intuit.com/default.asp and click on PDA and remote devises and review the ... | |
| Quicken Budgeting | 2/6/2005 |
| Q: My wife use to have Quicken Deluxe 6 and used it to track our household budget and purchases. I ... A: In the left margin of the Quicken window you will see a cash flow center. Click once on the bank ... | |
| Quickbooks or Quicken | 2/6/2005 |
| Q: I am starting a small (1 person) business. It will be a corporation in California in the Real ... A: If you are buying and renting real estate, Quicken came out with a new real estate package which ... | |
| Record Keeping | 1/30/2005 |
| Q: I am a licensed acupuncturist and plan on giving the "paid online surveys" thing a whirl. If the ... A: Sorry for the delay. For some reason I did not get your original question in my e-mail, but ... | |
| Simply Accounting | 1/29/2005 |
| Q: Would appreciate your help in setting up Simply Accounting. I am a new business owner (travel ... A: I have no experience with simply accounting. Only Quicken and Quickbooks accounting software. I ... | |
| Employee deduction | 1/25/2005 |
| Q: We withhold money from net wages for employees so they can save for special trips and seminars (at ... A: Set up a new account - type = current liability and name it something like "employee w/h for ... | |
| renaming Quicken categories | 1/23/2005 |
| Q: My wife and I use Quicken 98 on a Mac (OS 8). Over the years we have added lot of expense ... A: I'm not very familiar with the MAC systems. I helped out a client or two over the years and found ... | |
| Security Symbol change | 1/18/2005 |
| Q: One of my securities was involved in a "conversion". The symbol changed, the quantity of shares was ... A: While I cannot recommend the best way, as I have not had to deal with this situation, you might try ... | |
| Printing Product info sheets with invoices | 1/18/2005 |
| Q: I am trying to find a method, add on, or other way to print out product information sheets that I ... A: I am not familiar with any packages that will do this, but you can check the Intuit website devoted ... | |
| Payroll Liabilities | 1/11/2005 |
| Q: Saltz, I am using Quickbooks Pro 2002. When I use the pulldown menu under Employee to Pay ... A: You need to purchase the QuickBooks tax tables for QuickBooks to calculate taxes on each Paycheck. ... | |
| Quicken 2004 Reconcilliation | 1/7/2005 |
| Q: That's the way I've done it for a year. The boss and his newly re-hired former office mgr. say I'm ... A: I think both of you are talking a different language but saying the same thing. The purpose of a ... | |
| Question | 12/27/2004 |
| Q: I don't know if you can help me. I just couldn't find anything else under CPA. And I'm wondering on ... A: Rent is not deductible unless used in the production of income. If you have a business you run out ... | |
| quicken | 12/20/2004 |
| Q: I am computer retarded. I have an old 386 with quicken. I use it to balance my check book. I ... A: Are you using Quicken for Dos in the old computer or an old version? Quicken for DOS To convert ... | |
| Quicken Budget Tracking | 12/17/2004 |
| Q: ------------------------- Thanks for your response, Linda. That's part of my answer. Now, can I ... A: Item 2 above: why not set up a "bogus checking account" where you can transfer $ out of your ... | |
| Quicken Budget Tracking | 12/17/2004 |
| Q: In Quicken Premier 2004 R 5: I need to track my budget as I spend, rather than at the end of the ... A: Today is 12/17/04 If today, you run the budget report for the period 12/01/04 to 12/31/04 (end of ... | |
| discrepancy report | 12/16/2004 |
| Q: I have a different beginning balance and found the discrepancy in a general journal, but don't know ... A: I called on Friday but the offices were closed. I left my phone number on the answering machine. ... | |
| take money as a dividend or payroll | 12/13/2004 |
| Q: My question is this. I own 100% of a C corp and an S corp and 50 % of another S corp. I generate my ... A: The issue boils down to reasonable compensation and what the tax savings is with each method you ... | |
| accounting | 11/20/2004 |
| Q: the short form for Debit is Dr ?what does r mean here? A: I asked the same question when I went to college and took accounting. Never got a "memorable" ... | |
| Quickbooks Basic 2004 | 11/19/2004 |
| Q: We are a very small company with one new employee so I am trying to set up payroll in my Quickbooks ... A: You can set up company contribution items in Quickbooks. Lists > payroll items > create new > ... ... | |
| lost your contact info | 11/15/2004 |
| Q: I cut a check to a customer for an overpayment, but a credit still shows in the collections report. ... A: Step 1 Find the check to your customer. You will need to change the account you used earlier to ... | |
| QBooks 6 data problem | 11/11/2004 |
| Q: Just got an XP PC and installed Quickbooks 6 which I had been running on my Win98 PC which is going ... A: You need to download and install the lastest release of QuickBooks 6.0 ... | |
| Copying customer/job characteristics | 11/8/2004 |
| Q: Linda, I am doing the initial data entry in QBooks for my martial arts school. The terms for ... A: Within QuickBooks it can not be done. But if you enter one customer in QuickBooks then export the ... | |
| QUICK BOOKS PRO 2002 | 11/3/2004 |
| Q: I HAVE QUICK BOOKS INSTALLED ON MY WORK COMPUTER AND I USE IT THERE BUT I NEED TO WORK FROM HOME ... A: In order to use QuickBooks on 2 computers you need to install the Quickbooks Software on both ... | |
| QBks Sales Tax Payable | 11/1/2004 |
| Q: Linda, I recently upgraded to QB Pro 2004 according to your recommendation and I have another sales ... A: From the edit menu > preferences > scroll down on the left to sales tax preferences > select the ... | |
| Quicken 2003 Reports | 10/31/2004 |
| Q: I have used quicken since the 80s, and I have had these problems with every version. Intuit has ... A: An Income/Expense report is a summary by category of the individual transaction. Customize this ... | |
| System Crash | 10/15/2004 |
| Q: I followed your advice and it works fine. Would the same be true for quickbooks as I have the same ... A: Yes, but QuickBooks will be easier since you only need to transfer 1 file. Search for the file ... | |
| Quickbooks - 2 files open at the same time | 10/13/2004 |
| Q: I've got two quickbook files that I would like to keep open at the same time. However, I cannot open ... A: If I remember correctly, I was successful in this same undertaking many years ago. I believe it may ... | |
| System Crash | 10/13/2004 |
| Q: My computer crashed and won't boot after I installed Microsoft Svc Pk 2. I am able to install this ... A: Did you try reinstalling quicken and copying the data files over to the new hard drive? If you do ... | |
| canceling a sale made in a prior period | 10/12/2004 |
| Q: How do you cancel a sale made in a prior period without changing historical data? Sale made in July ... A: I am assuming you are using QuickBooks software. Step 1 You can prepare a general journal entry and ... | |
| Copying from another company | 9/28/2004 |
| Q: The company I work for is selling and I need to set up a new company in Quick Books Pro 2003, (which ... A: There sure is. Very simple. Step 1 If you have not already done so, go to the File menu and choose ... | |
| accounting question | 9/18/2004 |
| Q: Could you describe for me the path that money takes as it comes into a company and then leaves the ... A: From the customer menu, select receive payments to apply the cash in to the customer's outstanding ... | |
| Loss carry forward - any value? | 9/5/2004 |
| Q: 000 loss carry forward I doubt I'll ever use. Does it have value & could someone use it to offset ... A: My specialty is QuickBooks so I'm unable to provide you with the tax advise you seek. Loss ... | |
| Quicken | 8/26/2004 |
| Q: The senior citizen's center in Trinity, Texas is having some Quicken problems and I agreed to help ... A: On any report, you should be able to double click on the dollar amount that represents uncategorized ... | |
| Quicken - pay check entry | 8/2/2004 |
| Q: No problem! Take your time.....I don't mind when you answer. Please, only do so when you have time. ... A: "I don't want to delete the actual one that comes in that proves to me that my Pay Check was ... | |
| Quicken 2003 | 7/28/2004 |
| Q: Here is my situation. I installed Quicken 2003dlx on a machine that had been reformatted. I had a ... A: Forgive me if I have misinterpreted your situation. I will recap first You have a file with 2002 ... | |
| Tracking FICA, Fed W/H, State W/H and SDI in Quicken 2004 for Mac | 7/26/2004 |
| Q: Man oh man, Linda - my hat is off to you ! Thanks for the great answer !! Very clear, but I just ... A: 1) Is it OK to use the existing category in Quicken titled "Wages C" (the one that is tied to the ... | |
| Reconciling my bank account | 7/24/2004 |
| Q: My monthly account reconciled out to zero, but the "Finished" window doesn't come up to let me ... A: I do not know why the finished window does not come up. Have you clicked on the finished button ... | |
| Tracking FICA, Fed W/H, State W/H and SDI in Quicken 2004 for Mac | 7/23/2004 |
| Q: I'm own a small contracting business. I have one employee. I just bought "Checkmark Payroll" for the ... A: I would assume that you can get year to date reports and W-2's through CheckMark payroll. So, I ... | |
| Amount received differs from inviced amount | 7/20/2004 |
| Q: I invoiced a client overseas and when the payment arrived it was $15 short due to the International ... A: I'm not familiar with Quicken Cashbooks V8 But, take a look at the payment screen for a "discount" ... | |
| Coverting Quicken to Quick Books | 7/20/2004 |
| Q: How would I go about converting Quicken over to our Quick Books program? Our Quicken program is ... A: Converting Quicken to QuickBooks You can covert Quicken files to QuickBooks. You cannot convert a ... | |
| Quicken Question - again! | 7/15/2004 |
| Q: It's me again. Thanks so much for your input. Here's my dilemma. I have the manual: Quicken 2002. ... A: I'm not sure how that is done. But this is what I would try. From Tools menu > account list > ... | |
| Quicken2002 | 7/15/2004 |
| Q: When I sell securities, on some occasions the name of the sold security remains in the portfolio ... A: While I'm not sure this will remove the security from the window in question, please try the ... | |
| Unable to backup | 7/13/2004 |
| Q: I have two Quickbooks files that I work with. One is for "personal" and one is for "business". I ... A: Roger, Maybe you have a bad sector on your hard drive that is causing a problem. Have you tried ... | |
| Quicken xfer of files | 7/12/2004 |
| Q: We purchased Quicken Deluxe 2004, loaded it (it is for my neighbor whom I do his bookkeeping)and ... A: I do not know what the cyclic redundancy check is but you get free support from Quicken with online ... | |
| From QBPro2002 to QBPro2004 | 7/10/2004 |
| Q: I am getting ready to upgrade and I have some questions. My Client wants to upgrade from QBPro2002 ... A: Marlene, if you have more questions, send me an e-mail to info@qbalance.com Hi Marlene, The ... | |
| Quicken Deluxe 2004 (very new) | 7/4/2004 |
| Q: In the Quicken 2000 (which I used for years)when a category change was made the new item appeared on ... A: Your comments cut off after "I found that the category items I was missing would not show on the ... | |
| charge accounts in quicken | 6/30/2004 |
| Q: I've used Quicken for many years, but still don't understand how to handle expenditures to charge ... A: Some Quicken reports include all the income and expense reports and also all the balance sheet ... | |
| Opening Quicken | 6/26/2004 |
| Q: I have had Quicken for over 5 years if not longer and love it -- I can't do without it. Several days ... A: Anetha, I checked the Quicken knowledgebase and while they do have your error message, there ... | |
| Management accounting | 6/26/2004 |
| Q: what is differentiate between debit and crdit and give simple example? how you can make general ... A: Each financial transaction affects two accounts. See http://www.qbalance.com/Chart_of_Accounts.htm ... | |
| Transfers | 6/7/2004 |
| Q: In one of my files,when I make a Transfer entry,EX. when trans.money from one account to another,if ... A: To the best of my knowledge, "control + X" is the windows command to "CUT" in other words "delete". ... | |
| Formating Forms-Scanning | 6/7/2004 |
| Q: This may not apply to your area of expertise but I thought I'd submit it for a try. I am an ... A: I'm not sure you clicked on the right link, but your question came to me, Linda SAltz, CPA and ... | |
| Formating Forms-Scanning | 6/7/2004 |
| Q: This may not apply to your area of expertise but I thought I'd submit it for a try. I am an ... A: I answered this question before but the all experts support contacted me again stating that my ... | |
| QBooks Comparison | 5/31/2004 |
| Q: My spouse and I recently purchased a Bed & Breakfast in Canada and are looking for a simple ... A: QuickBooks will handle your accounting very nicely. And it is a simple software, easy to use..... ... | |
| import stock prices | 5/28/2004 |
| Q: Quicken 2004 is unusable on my system. Do you know of an alternative way to import stock price data ... A: I'm sorry but I no longer have Quicken 2000 installed on my computer and therefore am unable to ... | |
| Quicken for Mac | 5/25/2004 |
| Q: Intuit states that 90% of users track their investments with Quicken. Yet while 401K data is ... A: I have very limited experience with Quicken for Mac. Recently I had the opportunity to help an ... | |
| Quicken 2004, Windows XP | 5/22/2004 |
| Q: Since I updated the files on my investments, I also have a checking account file, I am unable to ... A: Have you tried backing up the file to a folder on your C drive, then using your CDRW software to ... | |
| Quickbooks Pro 2003 | 5/20/2004 |
| Q: Whenever there's a change in the cost of goods sold, Quickbooks tends to price average. For ... A: No, QuickBooks only offers average costing for inventory items. There are add-on modules from 3rd ... | |
| Quick books 2003 | 5/16/2004 |
| Q: Just got it. In my old edition when I went to the invoice page and clciked on "open invoices" I got ... A: I'm not sure what you mean by invoice page. Are you using the navigator and clicking on the customer ... | |
| Can't restore qif | 5/11/2004 |
| Q: I backed up quickbooks 2000 and it gave me a qif file. When I tried to restore it, there was no ... A: QuickBooks since version 5.0 has always created a backup file by using the same company file name ... | |
| Quickbooks Pro 2003 payroll problem. | 5/7/2004 |
| Q: I am having trouble with do-it-yourself payroll in quickbooks. I changed an employee's tax info ... A: Payroll, and the way QuickBooks calculates taxes is not something I can explain in a memo. You may ... | |
| Quick books and File Maker Pro | 4/26/2004 |
| Q: We currently use FileMaker Pro for our Work log, and to track PO's. Then we use Quick books for our ... A: There is a product out on the market that will integrate the two products Visit ... | |
| 2 checking accounts | 4/23/2004 |
| Q: When I open my account and go to edit I do not find preferences listed so as a result I can't make ... A: Larry, I no longer have Quicken 2002 running on my computer so I am unable to determine what might ... | |
| Quicken 2004 & modify column width's | 4/20/2004 |
| Q: is there a way to modify a column width in a Quicken report? Some of our account descriptions are ... A: I do not know of any preference or other hidden location within Quicken that will allow for change ... | |
| Emailing tax invoices | 4/19/2004 |
| Q: We own a small roof tiling business and was wondering if there is any way to email our tax invoices ... A: QuickBooks 2004 has built into it the capability to e-mail invoices, purchase orders, statements, ... | |
| Invoices | 4/17/2004 |
| Q: Linda, I've recently hired a bookkeeper who has set me up with a QuickBooks account. She sent me a ... A: The newer versions of QuickBooks permit download and import of form styles. Quickbooks.com template ... | |
| Refinance House | 4/16/2004 |
| Q: I am in a situation that I need an expert to help me. I am seperated from my wife now for five ... A: I have sent a response directly to your e-mail computer. These reponses/ and questions are posted ... | |
| Feasibility Report | 4/13/2004 |
| Q: I have do design a software for a general School system performing all the activities. Now, you plz ... A: I am not sure what you are looking to include in a feasibility report. Schools have administrative ... | |
| Solomon Accounting | 4/13/2004 |
| Q: I'm an IT consultant who recently took over a small firm's IT needs. I built them a new server, got ... A: I don't have the experience with Solomon to help you with this. But you might try posting this ... | |
| How to close Quick Tabs | 4/12/2004 |
| Q: Date 4/12/04 Subject: Closing Quick TabsI am Using Quicken 2000. I am very new at this and when I ... A: It has been 4 years since I've used Quicken 2000 so I'm working strickly from memory. Send me ... | |
| Quicken 2003 | 4/10/2004 |
| Q: I am trying to back up my data to a laptop, but I keep getting error codes saying some files are ... A: I do not have a solution to your problem but I do work with an company that are experts at saving ... | |
| Sales Tax Payments | 4/5/2004 |
| Q: My version is an older one, 5.0. After clicking the "Purchases and Vendors" tab on the left, I do ... A: You could stop using the pay sales tax window to pay your sales tax. You could get a sales tax ... | |
| bookkeeping - bank reconciliation | 4/4/2004 |
| Q: Is it possible for you to send me some examples of bank reconciliation - starting off with easy ... A: I am sorry I do not have examples of bank reconciliations, but I do have a clip of a seminar for ... | |
| Sales Tax Payments | 4/2/2004 |
| Q: When I click the "Pay sales tax" button in QuickBooks, the program correctly totals the 7% sales tax ... A: You did not mention what version you are in, but the more recent versions of QuickBooks come with a ... | |
| Merging Data | 4/1/2004 |
| Q: We are using QuickBooks Premier 2002 at two different physical locations. 1st is for the ... A: this is answer #2, (first time I have done a followup, so I'm not sure if this will replace the ... | |
| 2 checking accounts | 4/1/2004 |
| Q: I am currently running version 2002. The problem I am having is that with running 2 different ... A: When you are in one account, you should only see transactions you have entered into that account. ... | |
| CPA copy of QuickBooks | 3/31/2004 |
| Q: I have the QuickBooks Pro 2001 and I have to send the copy of our books for 2003 to the CPA. I had ... A: Is there a reason the accountant can't simply run the reports from 1/1/03 to 12/31/03 to retreive ... | |
| quick books pro | 3/30/2004 |
| Q: Customers are complaining that when I email them their invoice it is attached to the email letter. ... A: E-mail is the vehicle by which a file is carried to the customer destination. The file- is the ... | |
| quick books pro | 3/30/2004 |
| Q: Customers are complaining that when I email them their invoice it is attached to the email letter. ... A: I'm not sure I understand the problem. With QB2003 and 2004 versions you can send an e-mail from ... | |
| quciken data wntry and maintenance | 3/27/2004 |
| Q: Is there any one in detroit area for quicken data entry and maintenance help. I am frustrated with ... A: We provide QuickBooks Support and Training nationwide through the internet using a secured server ... | |
| Quicken for Mac 2003 | 3/24/2004 |
| Q: I use a G4 Mac, OS 9.2.2. At present my Quicken check register has all checks written in 2003 and ... A: Why do you need to clear the registers? When you run reports you do so using a date range and ... | |
| Quicken payroll 2002 | 3/23/2004 |
| Q: I have a staff member whos leave is correct on detail card but not on pay slips. How do I cange ... A: I am sorry, but I have no experience with Quicken payroll. I wish I knew where to send you for help ... | |
| line of credit set up in QB | 3/18/2004 |
| Q: We have recently gotten a line of credit for our business. How is that set up in QB? I originaly set ... A: In your chart of accounts, set up a current liability account called "bank name Line of credit" ... | |
| Quicken 2004 | 3/15/2004 |
| Q: I am using Quicken 2004 for the personal financing. I have setup the Check Register for the Checking ... A: In Quicken you need to set up both Accounts and Categories. Accounts are your check, credit card, ... | |
| Shareholder termination | 3/11/2004 |
| Q: Back in 1997 I entered into a business with another individual(partner 2). We set the business up ... A: This is not a QuickBooks question, but I will give you an off the cuff response listing your ... | |
| Loan to Shareholder | 3/10/2004 |
| Q: I have an S-Corporation with two shareholders; one with 75% and the other has 25%. The 75% owner ... A: From the list menu > chart of accounts > right click with the mouse and select "new account" > ... | |
| Portfolio management | 3/7/2004 |
| Q: Lee Answer - Hi Lee, I'm not clear on what you want to accomplish. What is AAII? Several stock ... A: Quicken does not offer that capability you are seeking and I do not see a "workaround" that will do ... | |
| Portfolio management | 3/7/2004 |
| Q: Is is possible to use Quicken to manage multiple portfolios in the same brokerage account? ... A: I'm not clear on what you want to accomplish. What is AAII? Several stock screens? If you can more ... | |
| quicken 2004 accounts | 3/3/2004 |
| Q: how can I delete my entire checking account so I can start new one I want to unclutter my hard ... A: I answered this question the day it was sent, but I just received a note from "allexperts.com" that ... | |
| budget question | 3/1/2004 |
| Q: First - thank you for looking at my question. Using Quicken 2004 1)I download my checking statement ... A: From within Quicken: Edit menu Preferences Quicken Program Click on Quickfill under register Are ... | |
| quickbooks invoicing | 2/29/2004 |
| Q: Followup To Question - i have quickbooks 2003 premier.when invoicing how can you record a ... A: I do not know how Quicken invoicing with Quicken Home and Business works. I do not use that ... | |
| quickbooks invoicing | 2/27/2004 |
| Q: i have quickbooks 2003 premier.when invoicing how can you record a transaction date that's different ... A: Cant be done. If you want your sale to show up on the 2nd, you will need to date the invoice on the ... | |
| quickbooks invoicing | 2/27/2004 |
| Q: i have quickbooks 2003 premier.when invoicing how can you record a transaction date that's different ... A: I don't understand your question. The invoice date determines when the sale will show up in your ... | |
| Quicken 2003 portfolio problem | 2/18/2004 |
| Q: I have about 60 stock that I track with quicken. Prices have been updating fine for several months. ... A: I'm sorry but I dont know why this would happen as a Certified QuickBooks Advisor I am an expert at ... | |
| Quicken customization | 2/16/2004 |
| Q: A couple of questions regarding customization of Quicken Home & Business 2004 for a husband-and-wife ... A: With either 1065 or 1120S (corporations) I highly recommend you consider purchasing QuickBooks. With ... | |
| Quicken 2004 popups | 2/15/2004 |
| Q: Linda - I just upgraded to Quicken 2004, mainly because I got it practically free with this years ... A: I use Quicken 2004 and do not get those popups, so maybe you just need to get the latest release To ... | |
| quicken file | 2/11/2004 |
| Q: Yes, please put me in touch with this person you mention.File recovered from damaged hard drive. It ... A: I would appreciate if you would call me at 800-216-0763 or send me an e-mail at info@qbalance.com ... | |
| quicken file | 2/10/2004 |
| Q: File recovered from damaged hard drive. It is a quicken 7 file. when I try to open it in Quicken 7 ... A: There are several companies that remove/uncover Quicken passwords. Elcom ... | |
| QuickBooks Pro- Vendor Credits | 2/8/2004 |
| Q: My puchasing agent creates a Purchase Order and later the order arrives. Howerver the vendor has ... A: Wrong product shipped? Don't receive it against the PO. Enter the vendor invoice and create a ... | |
| Opening Quicken | 2/8/2004 |
| Q: I get an error msg. "close quick tabs". I can't open Quicken 2000 Basic (Windows ME). Have ... A: Tuesday, 2/10/04 Hi Jackie, If you purchase the new Quicken software, it will open up any ... | |
| Fraudulent Quicken update? | 2/4/2004 |
| Q: A pop-up on my screen calling itself QWWIN.dll with Qagent.exe is suggesting a series of steps ... A: I'm afraid I do not have an answer for you. My specialty is QuickBooks with a good understanding of ... | |
| Quick books payroll | 1/28/2004 |
| Q: I recently upgraded to 2004, when I do payroll, there are a couple of employees who get too much SS ... A: Fica and Medicare are automatic payroll items that are not unique to each employee. Do you suppose ... | |
| Quicken report | 1/23/2004 |
| Q: Linda! I use Quicken 2002 Deluxe and would like to use the Calendar to schedule bills that are due ... A: The reports in Quicken are all transaction based therefore, you must actually make a payment in ... | |
| QuickBooks Pro 2003 Contractors Edition | 1/19/2004 |
| Q: How can I charge the custormer sales tax on supplies on an invoice and not have it register in the ... A: Check with your State but I believe your obligation for collecting and paying sales tax is as ... | |
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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