| Subject | Date Asked |
|
| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 - ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| ? | 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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: ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 = ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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) ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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: ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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