| Subject | Date Asked |
|
| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 > ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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) ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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: ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 = ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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: ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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, ...
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| 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: ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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) ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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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. ...
|
| 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 ...
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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 ...
|
| 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 ...
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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 ...
|
| 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 ...
|
| 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 ...
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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 ...
|
| 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 ...
|
| 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 ...
|
| 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 ...
|
| 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 ...
|
| 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 ...
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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 ...
|
| 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 ...
|
| 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 ...
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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 ...
|
| 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 & ...
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| 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 ...
|
| 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 ...
|
| 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 ...
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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. ...
|
| 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 ...
|
| 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 ...
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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, ...
|
| 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 ...
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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 ...
|
| 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 ...
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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 ...
|
| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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, ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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. ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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" ...
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| 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, ...
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| 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 ...
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| 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" > ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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| 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 ...
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