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About Linda Saltz, CPA, QBalance.com
(Top Expert on this page)

Expertise
QuickBooks best practices, troubleshooting, accounting, tax We have over 70 pages of website content about QuickBooks tips, running a business, tax and business startup at http://www.qbalance.com

Experience
Accountant and CPA over 20 years. Specializing in accounting software for over 12 years, Certified QuickBooks Pro Advisor, QuickBooks seminar instructor since 1997.
Producer of www.QBalance.com over 100 pages devoted to QuickBooks help and support and training for small business owners in tax and accounting issues.
   

You are here:  Experts > Shopping > Credit/Debt Management > Quicken & Other Budget/Accounting Software

Questions Answered By Expert  Linda Saltz, CPA, QBalance.com 
In Category  Quicken & Other Budget/Accounting Software

SubjectDate Asked

Quickbooks Invoicing11/18/2009
  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 Deposits11/15/2009
  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 Management11/13/2009
  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 deposits11/12/2009
  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 post11/11/2009
  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 Reports11/7/2009
  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 Reports11/6/2009
  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 Reports11/4/2009
  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 Reports11/3/2009
  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 receipts10/30/2009
  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 Terms10/28/2009
  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 balances10/23/2009
  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 Expenses10/21/2009
  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 Expenses10/20/2009
  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 quickbooks10/16/2009
  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 inventory10/13/2009
  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 Management10/13/2009
  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 up10/12/2009
  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 up10/9/2009
  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 customization9/29/2009
  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. Actual9/23/2009
  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 question9/21/2009
  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 entries9/14/2009
  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 entries9/14/2009
  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 Basic9/9/2009
  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 Balance9/2/2009
  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 another9/1/2009
  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 another8/27/2009
  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 Pro8/26/2009
  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 invoice8/25/2009
  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 QuickBooks8/21/2009
  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 ...
Quicken8/21/2009
  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 QuickBooks8/19/2009
  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 Posting8/17/2009
  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 attachements8/14/2009
  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 mac8/14/2009
  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 owed8/13/2009
  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 accounts8/12/2009
  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 tax8/9/2009
  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 list8/6/2009
  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 entries8/5/2009
  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 Detail8/4/2009
  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 Report8/3/2009
  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 20088/2/2009
  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 1258/1/2009
  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 20077/27/2009
  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 Accounts7/27/2009
  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. ...
Amortization7/26/2009
  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 payroll7/26/2009
  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 & Business7/25/2009
  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 data7/24/2009
  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 history7/21/2009
  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 orders7/16/2009
  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 List7/15/2009
  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 reports7/14/2009
  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 payments7/14/2009
  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 Migration7/10/2009
  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/Donation7/8/2009
  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 budget7/8/2009
  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 Invoice7/7/2009
  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 Invoice7/5/2009
  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 accounting7/4/2009
  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 reports7/1/2009
  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 - QuickBooks7/1/2009
  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 QB20096/30/2009
  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 Charges6/28/2009
  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 Check6/28/2009
  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 Adjustments6/26/2009
  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 20096/26/2009
  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 software6/25/2009
  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 ...
Billable6/23/2009
  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 inventory6/23/2009
  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 tax6/20/2009
  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 Report6/20/2009
  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 investment6/18/2009
  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 Budget6/16/2009
  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 Budget6/15/2009
  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 reports6/15/2009
  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 Budget6/13/2009
  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 payees6/11/2009
  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 Books20076/11/2009
  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 program6/10/2009
  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 Closes6/9/2009
  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 Inquiry6/8/2009
  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 logo6/7/2009
  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 program6/7/2009
  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 ...
QuickBook6/6/2009
  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 Quicken6/5/2009
  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 up6/2/2009
  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 996/1/2009
  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 Transactions6/1/2009
  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 software5/30/2009
  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 window5/28/2009
  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 window5/28/2009
  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 995/27/2009
  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 quickbooks5/24/2009
  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 Payment5/24/2009
  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 fact5/23/2009
  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 quickbooks5/23/2009
  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 20095/17/2009
  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 cash5/8/2009
  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 reports5/8/2009
  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 Programming5/8/2009
  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 Pro5/4/2009
  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 20075/1/2009
  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 Return4/30/2009
  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 Tax4/30/2009
  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 > ...
garn4/25/2009
  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 issue4/23/2009
  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 issue4/22/2009
  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 Correctly4/22/2009
  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 20094/8/2009
  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 Quicken4/6/2009
  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. ...
Reconciliation4/6/2009
  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 expenses4/5/2009
  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 ...
Budgeting4/2/2009
  Q: I was just hired by a home based company that handles property management of community type homes, ...
  A: We can answer specific questions that you may have regarding QuickBooks, but are unable to provide ...
How to apply a deposit to 2 sep. clients4/1/2009
  Q: Using QuickBooks Online for a small business. A deposit was made in BofA. Apparently more than one ...
  A: I suggest you set up a new chart of account called - Pending. Make it an other current liability. ...
Sales Tax Change in Quicken3/31/2009
  Q: How do I change the rate of sales tax on my invoices in Quicken. I have Quicken Home & Business ...
  A: I am not familiar with that particular task in Quicken. You may need to repost this question. I ...
hi there3/31/2009
  Q: How can i print customer open balance report in one time in quickbooks.
  A: Try this: Go to the Reports Menu > Customer & Receivables > A/R Aging Summary. This report will ...
S-CORP PAYMENT MANAGEMENT3/29/2009
  Q: I use Quicken 2007 for Mac. We've managed our personal/small business bank accounts for several ...
  A: A corporation tax return needs a balance sheet. Quicken is not the right program for a corporation ...
Report by custom category3/18/2009
  Q: In Quicken I can easily create an Account Balances report which groups & subtotals Cash accounts, ...
  A: You will not be able to produce those reports in Quicken or QuickBooks. It might help if you click ...
Copy memorized report to new file3/16/2009
  Q: I work in a school and each new fiscal year I create a new file in Quicken 2002 for the new year. I ...
  A: There is no export / import function of reports. But instead of creating a brand new file, Create a ...
Using Quicken with Ledger Accounts3/14/2009
  Q: Our volunteer organization has only 1 account - a checking account. We like to see treasurer's ...
  A: You will not be able to accomplish this in Quicken. Consider purchasing QuickBooks Pro and set up ...
elliminating ship date in invoices3/13/2009
  Q: I am sure there is a way, however, I ttied I could not do it - How can you eliminate the ship date ...
  A: QuickBooks is completely date driven, it was designed to autofill the dates and there is no ...
restricted access3/12/2009
  Q: I have restricted the access to write checks to an employee. Is there any way to keep them from ...
  A: I am assuming that you are using QuickBooks Pro/Premier. You will need to edit the permissions for ...
elliminating ship date in invoices3/6/2009
  Q: I am sure there is a way, however, I ttied I could not do it - How can you eliminate the ship date ...
  A: You can modify the invoice as follows: Go to the List menu at the top of your screen > choose ...
Using multiple copies of QuickBooks for different years3/6/2009
  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 ...
reports3/4/2009
  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 ...
reports3/3/2009
  Q: I want to make a register report of all my spending, all checks are entered, with the HIGHEST AMOUNT ...
  A: You did not mention what software you use, so I'll assume you use Quicken Reports Menu > Banking > ...
lost Q2006 register when changed credit card3/2/2009
  Q: I dropped one credit card mid year and started a new one. When I try to print a report for tax ...
  A: Quicken files work like the files you are used to using with Word or excel, if you save a backup ...
Renaming a Register for Quicken 2007 for Mac2/28/2009
  Q: Is it possible to rename a Register in Quicken? Say you misspelled the name of the Register, can it ...
  A: I have no experience with a Mac, but I found a 2006 user guide for Mac users and generally the HOW ...
lost Q2006 register when changed credit card2/27/2009
  Q: I dropped one credit card mid year and started a new one. When I try to print a report for tax ...
  A: That "palm" designation means that you made the account inactive, which would then no longer be ...
Renaming a Register2/27/2009
  Q: Is it possible to rename a Register in Quicken? Say you misspelled the name of the Register, can it ...
  A: Sure can From the Tools menu at the top of your Quicken > select Account > click on the account ...
Quicken to Quickbooks2/26/2009
  Q: Use Quicken 2005 for personal finance. Also have QB 2008 Premier Manufacturing & Wholesale edition ...
  A: You can convert the Quicken 2005 into a NEW (different) Quickbooks File but I think you will be much ...
Quickbooks 2003 - Deposits2/25/2009
  Q: I entered all information necessary for my deposits and kit the icon "make deposit". I clicked on ...
  A: When you enter a credit memo, and click save & new, the next window pops up and asks you if you want ...
Quickbooks 2003 - Deposits2/24/2009
  Q: I entered all information necessary for my deposits and kit the icon "make deposit". I clicked on ...
  A: To determine if QuickBooks Saved the deposit for the day Run the following report Reports menu ...
Quicken backup overwrite2/19/2009
  Q: I am backing up Quicken Deluxe 2008 data to floppy disks. Why does it state "not enough space on ...
  A: The initial backup window of Quicken has an option box "add date and time to the file name" By ...
general journal entry2/19/2009
  Q: I am using Quicken 2005 for mac. I need to make a general journal entry. One of my registers is ...
  A: If you have an issue with a one-side transaction, which means that 75 cents appears as a reduction ...
increase font size2/18/2009
  Q: The data fonts (digits of invoice's amounts) in this 2008 ver. of Quickbooks are too small. I ...
  A: To change the size of the data fonts on an invoice Go to List Menu > Templates > Select the invoice ...
general journal entry2/18/2009
  Q: I am using Quicken 2005 for mac. I need to make a general journal entry. One of my registers is ...
  A: There is no Journal entry feature in Quicken, Enter a Deposit of .75 cents and categorize it to an ...
QB Pro 2008 Adding new savings account2/16/2009
  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 ...
quickbooks2/13/2009
  Q: I am the treasurer of a non profit fraternity alumni association at a Big 10 school. We take in ...
  A: The non profit edition will help you set up the file so that the information is 990 ready, but it ...
Copying Quicken files2/11/2009
  Q: I have Quicken 2006 on one computer and need to move the information to Quicken 2007 on another ...
  A: You can restore the file on the new computer and Quicken 2007 will update it to that release On the ...
rolling Balance2/10/2009
  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 ...
Payroll2/9/2009
  Q: We have one employee that will need to be set-up to generate a w2. Is it possible to do this in ...
  A: QuickBooks will let you track the payroll checks manually. If you want QuickBooks to calculate the ...
Adjusting Payroll Liabilities2/2/2009
  Q: I am helping a company 'clean up' their accounts in Quickbooks (2008, I believe). They have used QB ...
  A: I can help you with this over the phone. Its just too big a question to answer here. Please visit ...
QB - Reconciliation Discrepancies2/1/2009
  Q: Once and while I have an error needing to be corrected due to inaccurate information (statements ...
  A: Try using a journal entry (found under the company menu) instead. Debit or credit the checking ...
Account Headings for loans received/paid1/20/2009
  Q: As a contractor what is the best method to account for a bank loan when the money is received and ...
  A: For each loan account you have (bank, auto loan, personal loan) set up a chart of account to track ...
Entering Non-Cash Reimbursable Expenses1/19/2009
  Q: I am currently working for a engineering firm. We need to charge our customers for non-cash ...
  A: A non-cash banking account is the way to go. Use the item tab when entering the amount. The item ...
quicken files1/17/2009
  Q: i have quicken 2008. there are several files on it and i need to back one up for the account. ...
  A: I need more information in order to answer your question. When you open Quicken, from the file menu ...
quickbooks simplestart1/16/2009
  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 trouble1/15/2009
  Q: We recently upgraded to Enterprise 9.0 from 8.0, it has been a complete nightmare. We lose names, ...
  A: Sorry for the delay in responding Sandy. I was researching your question. There are companies that ...
Schedule F with an S corporation1/14/2009
  Q: How do i get quickbooks to give Me schedule F for farm inputs when I have an S corporation?
  A: QuickBooks provides the financial information for your Accountant or for your tax software. You can ...
Line of credit - nonprofit1/8/2009
  Q: We recently established and have partially drawn on a line of credit. I originally established the ...
  A: Quickbooks will, when you enter an opening balance when you set up a new account, creates a journal ...
Reconciling CC charges1/7/2009
  Q: Can you please help me understand what I’m looking at when I try to reconcile my credit card using ...
  A: When you open a credit card reconciliation window to reconcile, what should appear on the right side ...
recording a donation12/31/2008
  Q: Linda. As an All Experts volunteer myself, I appreciate your time. I have a question from someone ...
  A: Refer the organization to this link http://www.irs.gov/charities/article/0,,id=96102,00.html "Under ...
PayPal payments and pledges12/31/2008
  Q: I work for a small non-profit and I use the 2008 Non-Profit Pro version. We recently started ...
  A: Can you clarify for me: "If a donor then makes a pledge payment online, how do I correctly reduce ...
Referral bonus taxable?12/23/2008
  Q: I referred a friend for a job and was supposed to receive a $1,000.00 referral bonus. However, the ...
  A: Unfortunately, this bonus is taxable income. It is not earned income (subject to social security) ...
accounting fees12/19/2008
  Q: I am a small business owner. What is a "rule of thumb" for the percent of accounting fees to total ...
  A: In my opinion, there is no relationship between Gross income and accounting fees. The tax laws in ...
Quickbooks Pro0812/15/2008
  Q: New to QB (To be used for Church) I am familiar with Quickbooks but very, very unclear How to set up ...
  A: Sorry for the delay. I do not have a list available for you but there is a website that provides a ...
Version?12/5/2008
  Q: I am about to open a small Financial recruiting company with roughly 2-3 employees (including ...
  A: QuickBooks stop supporting the version after 4 years so this April 2009, QuickBooks 2006 users will ...
Version?12/5/2008
  Q: I am about to open a small Financial recruiting company with roughly 2-3 employees (including ...
  A: QuickBooks Pro will do a nice job for you. It includes invoicing, accounts receivable tracking, and ...
Inventory item12/3/2008
  Q: I sold a mobile home and want to count the sale but the mobile home has not been built yet, I ...
  A: I can help but need more information. Im assuming you are in the business of selling mobile homes. ...
Accounting for a Line of Credit12/2/2008
  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 ...
Inventory11/30/2008
  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 ...
Inventory11/26/2008
  Q: I am looking for an accounting package that will easily manage back orders. We are a manufacturer ...
  A: There are several different varieties of QuickBooks. All Editions of QuickBooks Premier and ...
undo prior reconcilations11/22/2008
  Q: Using Quicken Premier 2008 I realized I made a mistake in a previous reconciliation. Your post that ...
  A: I dont know that that is possible. But I do believe you can open the bank register and UNCLEAR ...
undo prior reconcilations11/21/2008
  Q: Using Quicken Premier 2008 I realized I made a mistake in a previous reconciliation. Your post that ...
  A: If I dont interpret your question correctly let me know. This response is for QuickBooks Software ...
QB Pro 2006 - Payroll Password11/21/2008
  Q: How do I lock out payroll info so other employees do not have access to it? Thank you.
  A: You asked if you can block an employee from access to Payroll in QuickBooks PRO. It is not easy to ...
Credit Card fees11/11/2008
  Q: We process credit cards occasionally through paypal and are charged for the service so the deposited ...
  A: Grab the full amount from undeposited funds and bring into a Make deposit Form, On the next ...
Owner Deposit11/6/2008
  Q: My husband and I how a small business. We have made cash deposits into the company and I don't ...
  A: Set up a new account type= Long term liability Name - loan from owners For money you deposit into ...
reports by job11/6/2008
  Q: im back again! :) i would like to make a report showing all of the checks ive wrote, by job? which ...
  A: You are looking for: report that will show how much i have actually paid out by job The first ...
quicken problem reconciling11/5/2008
  Q: I am using Quicken 2001. I last reconciled in August. In the account window (check register) all ...
  A: That sounds very odd. Go ahead and try and re-reconcile through 8/15 in the reconcile window, ...
QB showing unpaid even though it is paid11/4/2008
  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. ...
Quickbooks11/1/2008
  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 ...
Quickbooks10/29/2008
  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 Report10/23/2008
  Q: I want to get a report with just the "Closed Orders" we have got from our clients. I am having ...
  A: Sorry for the delay, but this is not possible from within QuickBooks alone and I wanted to test an ...
QB Business Planner10/23/2008
  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 ...
Budgets10/13/2008
  Q: when i make a deposit and split the deposit into the appropriate accounts they do not appear on my ...
  A: Can you give me an example of a deposit that does not appear Tell me what income accounts you are ...
bus purchases on a personal credit card w/bal10/8/2008
  Q: I have used my personal credit card which has a previous balance to purchase supplies and internet ...
  A: For the future, I recommend using a CC account that is strictly business use. You have 2 choices: ...
Ending Inventory Periodic Method10/7/2008
  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 Downloads10/2/2008
  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 Prices9/24/2008
  Q: Linda. We are running QB's Enterprise Solutions 7. We use Price Level Lists and have 90 total ...
  A: Try resorting the list From the price level list window, click on Price level button in lower left ...
exporting files from Quicken 20039/24/2008
  Q: I am trying to amass information for past years for tax purposes. I need to export several files, ...
  A: Quicken 2003 is a bit older but there should be away to get a list of the transactions into an excel ...
QuickBooks enterprise 7.0 price levels9/23/2008
  Q: We filled the 100 slots but many entries are now obsolete. When attempting to delete an entry it ...
  A: Sorry for the delay but this is a tricky write up. There is not report within QuickBooks that ...
Price Level List Reports with No Prices9/18/2008
  Q: Linda. We are running QB's Enterprise Solutions 7. We use Price Level Lists and have 90 total ...
  A: I've seen this with customer lists, not all the lists showing and a rebuild did the trick. You said ...
Balancing someone else's checkbook9/17/2008
  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 job9/16/2008
  Q: im back again! :) i would like to make a report showing all of the checks ive wrote, by job? which ...
  A: This is not so easy but it can be done. The Job name is stored on the bills not the bill payment ...
cost to complete report, over/under column9/15/2008
  Q: ok more questions..i am using the cost to complete report, in the over/under column if you do not ...
  A: We will need to create this from scratch and then memorize it Reports > Co Financial > Balance ...
Home Remodeling with Quicken or Quickbooks9/4/2008
  Q: Hey, I'm a MAC user and in addition to regular income as a doctor, run a business with a buddy ...
  A: QuickBooks would give you the reports you need Set up class tracking and every piece of property ...
Quicken 2008 - robust categories9/2/2008
  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 Start9/2/2008
  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 churches9/1/2008
  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 3.08/31/2008
  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 MYOB8/29/2008
  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 invoices8/29/2008
  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 account8/25/2008
  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 downloads8/21/2008
  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 ...
qbooks8/5/2008
  Q: i installed my quickbooks ver. 2006 in my laptop and works ok. however i actually have to use the ...
  A: The license is per user, not per computer. Go ahead and install onto your office computer and ...
installed on 2 computers8/4/2008
  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 reconciliation7/30/2008
  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 ...
reconcilliation7/25/2008
  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 billing7/20/2008
  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 20017/20/2008
  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 different7/7/2008
  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, Inventory7/4/2008
  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 Software6/30/2008
  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 Report6/26/2008
  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 list6/17/2008
  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 Cost6/12/2008
  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 credit6/11/2008
  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 Register6/10/2008
  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 Report6/6/2008
  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 Report6/5/2008
  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 basic5/31/2008
  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 Credit5/21/2008
  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 20035/19/2008
  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 Quicken5/12/2008
  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 dates5/7/2008
  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 Budget5/3/2008
  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 20065/2/2008
  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 column5/1/2008
  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 column5/1/2008
  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 balances4/30/2008
  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 20004/30/2008
  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 PO4/29/2008
  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 AJEs4/29/2008
  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 please4/28/2008
  Q: I am a student in cost accounting class, and i have do do a project. My project is about how to ...
  A: I generally DO NOT help on homework questions, but I think you are probably speaking or inquiring ...
A Dynamic Question!?4/26/2008
  Q: This is Prabhakaran from Thanjavur (South India). I am 23 years old. Currently I am working as a ...
  A: It would be very helpful if you were to take an accounting class or two to help you understand ...
accounting software4/26/2008
  Q: I would like to know if quickbooks pro will give me employee taxes and all pertinent information ...
  A: You did not mention what type of business you have and what services/products you sell. As far a ...
QuickBooks Pro 20074/22/2008
  Q: I have something in an old Sales receipt that I now need to change. Is there any way to go back and ...
  A: Open up the sales receipt & click on the history button In this window click on the deposit and ...
QuickBooks Pro 20074/22/2008
  Q: I have created a budget and I need to save it to a form that I can e-mail and print, but I can't ...
  A: Go to reports > Budget reports > select Budget overview Next from the file menu, select save as ...
udeposited funds account4/17/2008
  Q: When I enter a received payment the amount can either go into the checking account directly or into ...
  A: Step one is to create a receive payment Step two is to create a bank deposit Once you send the ...
Troubleshooting 2001 QuickBooks Pro4/14/2008
  Q: I went to reconcile my checking and found that the all the checks and debits are not visible only my ...
  A: Go to your bank register (lists > chart of accounts > double click on your bank account) Scroll ...
Quicken question4/13/2008
  Q: My wife has begun doing her father's book keeping. Is there a way in Quicken Basic that we can just ...
  A: I'm not clear on whether you have a quicken file for your wife's father or you started one for 2007 ...
tracking credit card catagories4/9/2008
  Q: usually I pay my credit card in full each month. Recently I had a large expense and only paid a ...
  A: Please, all questions are good questions. Have you set up your credit card account yet? Go to the ...
tracking credit card catagories4/3/2008
  Q: usually I pay my credit card in full each month. Recently I had a large expense and only paid a ...
  A: Set up a new account in your chart of accounts called AMEX or whatever card you are using. Type = ...
QuickBooks Pro 20084/1/2008
  Q: I cannot seem to figure out a way to generate a PL report that shows YTD, Annual Budget and budget ...
  A: Sorry for the delay. As of now that report is not available in QuickBooks, but there is a new ...
Sending PDF invoices via email4/1/2008
  Q: We have QB 2005 Premier Contractors Edition of QB and the send invoice by email doesn't work. Is ...
  A: Intuit, the developers of QuickBooks sunsets the services associated with an edition every few ...
home-based/s-corp accounting3/31/2008
  Q: What's best way to track on P&L non-deductible expenses-50% M&E, Non-buis% Vehicle Expenses of Total ...
  A: I don't know if there is any BEST way, but here is how I would handle it. Keep the non-ded portion ...
WIP Accounts and accurate reporting - Blance Sheet3/31/2008
  Q: I am using QuickBooks Premier Edition. We have created WIP (Work In Progress) account for one of our ...
  A: I'm not sure I am interpreting you correctly, but I see that you mentioned the following Accounts: ...
Quickbooks Pro 07. Help!3/25/2008
  Q: i am working for a contruction sheet and i would like to have a more "detailed" budget sheet. i ...
  A: Set up a separate bank account called "petty cash account" Type = Banking Set up a generic vendor ...
Creating Monthly Forecast Reports3/25/2008
  Q: I've been asked by my boss to generate monthly forecast reports for all our accounts payable, ...
  A: So true, you would think that there would be a tool dedicated to cash flow forecasting that could ...
HUD Settlements3/20/2008
  Q: I have an LLC corporation that purchases and sells real estate. How do you post the sale? Say the ...
  A: Accounting from a HUD statement is not the easiest accounting to deal with. When you sell real ...
Closed PO's Report3/17/2008
  Q: I would like to know how to get a report of all "Closed" Po's. I tried a lot of ways but could not ...
  A: I'm assuming here that you are referring to POs to your vendors that your vendors did not bill you. ...
Closed PO's Report3/13/2008
  Q: I would like to know how to get a report of all "Closed" Po's. I tried a lot of ways but could not ...
  A: Go to reports, purchases, open purchse order report Click on Modify, click filter tab > in the ...
QB Pro2008 Recording Daily Sales Recap3/12/2008
  Q: We have a separate POS system & do not use the QB POS. How do I track and record Daily Sales Recap. ...
  A: Use a daily sales receipt From your X - out report (or Z out )I cannot remember what it is called, ...
setting up new company3/11/2008
  Q: I would like to take the customer job list and invertory list from a old company and put it into my ...
  A: I no longer have QB 2000 installed on my computer so you may have to poke around to find the option: ...
Quickbooks - Applying Mortgage Payments3/10/2008
  Q: Linda, I am trying to apply mortgage payments into Quickbooks and need to split out the Principal, ...
  A: Maintaining the monthly balance in the escrow account can be a bit difficult. First, you would ...
Quicken Bank Reconcile Files3/8/2008
  Q: We recently had a problem with our hard drive and had to reinstall WinXP. We had a current backup of ...
  A: I have never attempted to transfer just 1 of the 4/5 files that make up the Quicken data file. My ...
QuickBooks Pro 2008 Budget Report Help3/7/2008
  Q: I am trying to simplify our budget report. For example, under "Library," instead of listing each ...
  A: When you run a Profit & Loss Budget vs Actual report, at the top of the report in the report button ...
Quickbooks Pro 07. Help!2/28/2008
  Q: i am working for a contruction sheet and i would like to have a more "detailed" budget sheet. i ...
  A: The report gives you the amounts that represent OVERbillings and Underbillings on each job. ...
entering invoices from spreadsheet2/26/2008
  Q: I have an entire spreadsheet of internet orders from 2007 complete with all the contact information. ...
  A: You need to purchase a 3rd party software that help you import that spreadsheet. You cannot do it ...
Deleted online file2/23/2008
  Q: A friend deleted the downloaded file before matching when she saved it to the wrong file ...
  A: Im no expert about the who what where when & why of downloaded data. I would expect that the ...
sole proprietor to S-Corp2/20/2008
  Q: when a small business owner incorporates to an S-corp from a sole prop. Does he carryover the ...
  A: I will ask that you speak to your tax advisor for confirmation and will tell you how I always ...
some questions2/17/2008
  Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ...
  A: The main reason to keep 2 separate accounts is so that your accountant has an easier time posting ...
FICA & Medicare2/14/2008
  Q: I am the treasure for a church with 5 employees. Can I keep track of the payroll liabilities and if ...
  A: QuickBooks has a "payroll module" included. Although, in order for the paychecks to be calculated ...
Quickbooks Pro 07. Help!2/13/2008
  Q: i am working for a contruction sheet and i would like to have a more "detailed" budget sheet. i ...
  A: Contractors use the form "Estimate" and the report "Job Estimate Vs Actuals Detail" for controlling ...
Reimbursable costs2/9/2008
  Q: I can't seem to figure out how to charge customers for copying costs that we do in-house. We charge ...
  A: Set up a two new accounts 1. type = bank, name = Z Non cash billable transactions 2. type = Income ...
Transaction for Mutual Fund reorganization2/6/2008
  Q: About six months ago I received a notification letter from one of my mutual funds (call it fund "A", ...
  A: In my version, I open the transaction tab of the security highlight the offending transaction, right ...
Transaction for Mutual Fund reorganization2/5/2008
  Q: About six months ago I received a notification letter from one of my mutual funds (call it fund ...
  A: I agree with you. I would have added a transaction which added shares with a cost of zero and then ...
LLC accounting1/29/2008
  Q: I'm using Quickbooks and have done so for many entities but never an LLC- for the owner's ...
  A: The real issue of a loan is whether you can deduct interest on the loan. To deduct interest you ...
LLC accounting1/28/2008
  Q: I'm using Quickbooks and have done so for many entities but never an LLC- for the owner's ...
  A: Initial contributions are generally booked to Owners Equity:Capital Contributions unless there is a ...
Quicken - password protection1/25/2008
  Q: I have Quicken Deluxe 2007 software for our home/personal accounts. I would like to know if I can ...
  A: From the file menu select passwords then select file Enter a password to prevent anyone from opening ...
quicken reports1/23/2008
  Q: Trying to print the itemized category report and it will not print some of the amounts? ANSWER: Hi ...
  A: Im not sure, but here are a few things to try: When viewing the report, you may need to expand the ...
Quicken 2002 Deluxe1/22/2008
  Q: How do I delete reports I have done that are now listed under "Reports and Graphs"?
  A: Its been awhile since Ive seen Quicken 2002. But... If you go to the reports menu, the top option ...
quicken reports1/22/2008
  Q: Trying to print the itemized category report and it will not print some of the amounts?
  A: I'm not sure what you mean. What version of Quicken (year) are you working in, do you see each ...
Quickbooks 2004--lost access to Helps1/17/2008
  Q: I am treasurer of a small church and quite happy with QB Basic 2004. A few days ago, I had an ...
  A: In 2006 QuickBooks switched their database engine to a proprietary Sequel database. And it ...
Posting Non-cash compenstion1/17/2008
  Q: I need some help on how to post non-cash compensation both for the payroll and on the w-2. I'm sure ...
  A: The original expense is the $ you paid for the gift. We are just reclassifying that payment of the ...
determining tax lines for COA Quickbooks1/16/2008
  Q: I'm having trouble determining what tax lines to assign items from the Chart of Accounts. I am ...
  A: Tax lines are needed if you will be integrating QB with Turbotax or some other tax software program. ...
Posting Non-cash compenstion1/15/2008
  Q: I need some help on how to post non-cash compensation both for the payroll and on the w-2. I'm sure ...
  A: I'm not familiar with Quicken payroll, but I've worked with many PR software programs and they are ...
Quickbooks 2004--lost access to Helps1/14/2008
  Q: I am treasurer of a small church and quite happy with QB Basic 2004. A few days ago, I had an ...
  A: I'm not clear as to the problem. If the help was internet based and the page for the help did not ...
Quickbooks Online Banking1/11/2008
  Q: I have taken over an account where the previous bookkeeper had used the online banking feature of ...
  A: Yes, First, in the matching window, scroll to the bottom of the list and match all the new ...
Applying a Vendor Bill toward a Customer Payment1/10/2008
  Q: I use Microsoft Accounting 2008 and I am hoping that you can help me with a question on payments. ...
  A: Actually, that bogus bank account is exactly what is used in all the software I am familiar with. So ...
quicken category1/9/2008
  Q: All my stocks that I have listed in Quicken show the share bal. in the last column except one and ...
  A: Sorry for the delay but I did not have the time to research what XBvms was until the weekend. I ...
paid sales tax on line with credit card1/8/2008
  Q: Just paid the sales tax on line. The amount was less than 200.00 so the only option was pay by ...
  A: I set up a new bank account called "Bank-Sales tax" Pay the sales tax in QB to the new bank account. ...
Departmental budgets1/7/2008
  Q: I am going to be setting up monthly budgets for about 20 different departments. Income and expenses ...
  A: QuickBooks has a feature called "class tracking" to handle departmental accounting Turn on Class ...
Quicken for DOS1/7/2008
  Q: I tried the following fix, but found that 2 of the 3 transactions were not memorized. Any other ...
  A: I'm looking at the subject line and it says Quicken for DOS I'm assuming that you are using a ...
Quickbooks Check Register1/2/2008
  Q: Is it possible to delete the entire check register at once? Our register has become so skewed that I ...
  A: You cannot delete a register but you can start a new file that copies the entire file (accounts, ...
Quicken 20051/2/2008
  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 ...
income12/29/2007
  Q: Ms. Saltz, probably a very simple answer. I sold a business 2 yrs. ago and am owed money which is ...
  A: I think you mean to say that the money increases your checking account and it currently posting to ...
Moneycounts data convert to Quickbooks 200812/29/2007
  Q: Do you know how I can convert Moneycounts data to Quickbooks 2008? I found on the web an utility ...
  A: There is no easier path. I did alittle research as well (copy & paste the following link into a ...
Quicken 2004 Deluxe12/15/2007
  Q: When she tries to do this she will get the error message "cannot read memory". Can you please help ...
  A: I checked Inuit's (Quicken) Knowledgebase and here is what they said. The error may be caused by ...
Non-inventory part12/14/2007
  Q: What is the best way to set up the non-inventory part account if you are not charging the item to a ...
  A: Sorry about the confusion. You definitely need to use a 2 sided item (keep that ck box checked) ...
QuickBooks journal Entry12/14/2007
  Q: We traded in our 80% business-use vehicle toward the LEASE of another 80% business-use vehicle. How ...
  A: You will need to confirm this response with your tax advisor as I am am not currently involved in ...
Non-inventory part12/12/2007
  Q: What is the best way to set up the non-inventory part account if you are not charging the item to a ...
  A: When setting up the non-inventory part, Uncheck the box "this item is used in assemblies" and select ...
QUICK BOOKS / SET UP LLC12/11/2007
  Q: I AM SETTING UP A NEW LLC ON QUICK BOOKS. I HAVE SOME KNOWLEDGE OF GREAT PLAINS BUT DID NOT SET IT ...
  A: A Balance sheet consist of Cash balances in the bank Accounts Receivables Accounts Payables Credit ...
quicken help12/5/2007
  Q: I do not want to use budget function..Basically I want to use it like I used previous versions..How ...
  A: Can you be more specific as I'm not sure what the trouble (please give me a few sentences) is with ...
HOW TO RECORD UNUSED AP CREDIT12/4/2007
  Q: I am not sure if you are familiar with the Mas90 software. However, every time my company prints a ...
  A: Create a bill for this vendor and post the bill to the account that you would use if the company ...
Quickbooks Add-on Report Generator12/3/2007
  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 premier12/3/2007
  Q: i HAVE A BACK UP COPY OF MY INFO TO ENTER ONTO 2004 PREMIER IT WILL NOT ALLOW ME TO BACK UP SAYING ...
  A: QuickBooks is not backward compatible. I believe the Basic version was last issued in the year 2004. ...
how do i get rid of budget on quicken12/2/2007
  Q: quicken is now scheduling entries every time i write a check thinking it is a recurring entry...how ...
  A: I'm not totally sure what is impeding your data entry. ARe you getting warnings that you exceed the ...
how do i get rid of budget on quicken12/1/2007
  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 accounting11/23/2007
  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 budget11/22/2007
  Q: I'm working on my budget in Quickbooks. I have an account I call "Draw" set up as an equity ...
  A: You can set up a draw account as an "other expense" and use this account throughout the year to post ...
QUICK BOOKS / SET UP LLC11/20/2007
  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 subtotals11/19/2007
  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 receipts11/19/2007
  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 purchase11/7/2007
  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 failed10/31/2007
  Q: My accountant emailed me a backup copy and I cannot restore the file. My accountant walked me ...
  A: No. There is no setting that will prevent a restoration. But, there are 2 types of backup files and ...
Quickbooks for Farming10/28/2007
  Q: I am looking for some help with using Quickbooks for my farming business. I can't seem to find any ...
  A: Farming is a business that I do not have much experience with. There is a website that does sell a ...
Non-profit start-up10/27/2007
  Q: as an Architect). I am starting up a non-profit. (You might want to visit my site at ...
  A: The main difference between the two software editions is 1. NP Premier has a form for a sales ...
How do I enter the purchase of the assets of another business.10/22/2007
  Q: I just recently purchased a real estate magazine and want to enter the transaction into QuickBooks. ...
  A: Please visit www.irs.gov and search and download the form 8594 and read the instructions for form ...
Quicken10/19/2007
  Q: I appreciate your time in answering my questions. These will be more toward accounting setup for a ...
  A: Sorry for the delay in responding, I missed the e-mail notification that there was a question that ...
Cash Basis Bad Debts10/16/2007
  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 Accounts10/15/2007
  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 Invoices10/11/2007
  Q: Is there a method or way to use the qty/rate in reports. I want to see how many/much of an item was ...
  A: Unfortunately I do not. Quicken does export resports to excel too (there is a button a the top of ...
Quicken 2007 Invoices10/10/2007
  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 Invoicing10/2/2007
  Q: I am so frustrated with QB. I manufacture custom mascot blankets for high schools in America. They ...
  A: Set up 2 items in your item list both are "other charge" item types Names a. Customer deposits ...
QBpremium - Payroll setup9/19/2007
  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 questions9/11/2007
  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 list9/9/2007
  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-Up9/7/2007
  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 questions9/6/2007
  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 questions8/22/2007
  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 accounting8/14/2007
  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 balance8/12/2007
  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 myob8/3/2007
  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 tracking8/2/2007
  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 question7/28/2007
  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 questions7/25/2007
  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 - ...
Ceridian7/19/2007
  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 terms7/17/2007
  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 terms7/13/2007
  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 adjustments7/12/2007
  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 terms7/12/2007
  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 lists7/6/2007
  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 lists7/3/2007
  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 Summary7/2/2007
  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 income7/1/2007
  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 income7/1/2007
  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 assets6/29/2007
  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&L6/28/2007
  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 collections6/28/2007
  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 software6/27/2007
  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/P6/26/2007
  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 QB6/26/2007
  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 customer6/22/2007
  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 balancing6/14/2007
  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 version6/12/2007
  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-bay6/12/2007
  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 loan5/29/2007
  Q: How do I track the startup phase of a business loan in QuickBooks. This loan has been closed and ...
  A: Run a balance sheet report in QB Report menu > Company & Financial > balance sheet standard What is ...
mortgage refinance4/30/2007
  Q: how do I enter a refinance of my existing mortgage? We borrowed 186,375.00. Out of that amount we ...
  A: Sorry for the delay, notification of your question must have been buried between the Sea of junk ...
mortgage refinance4/29/2007
  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 Tax4/21/2007
  Q: I have created a Sales Tax Group but when I try to add it as a item in the invocie I do not see it ...
  A: It is not possible to insert a sales tax group item in the body of the invoice. You can list in ...
QuickBooks export to NetSuite4/20/2007
  Q: Our small but growing company is converting to NetSuite from QB. Do I have to convert 11 years' ...
  A: I am well versed in conversions to QuickBooks. But do not have any experience with conversions to ...
Reducing Inventory File4/19/2007
  Q: I have just read your answer on importing excel spread sheet inventory into QB. I am using QB ...
  A: No, you will need to merge from within QuickBooks, one item at a time. Take a look at QuickBooks ...
Several Quickbooks Questions4/12/2007
  Q: We are using Quickbooks for our wholesale sales. We would like to have a mobile application able ...
  A: visit http://marketplace.intuit.com/search.asp?category=204&CategoryName=Wireless_&_PDA (if this ...
Inventory Setup in QuickBooks4/5/2007
  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 condensed4/4/2007
  Q: Is it possible to condense or reduce file size in order to more easily exchange files by email?
  A: You can go to the file menu > File operations > Copy file and copy the transactions from a date ...
Quickbooks pro 20054/3/2007
  Q: I need to add an opening balance to an account the already exists and payments have been made to. ...
  A: Are you a corporation or a partnership? And have you filed a tax return with a wrong balance? If ...
Loan from Shareholder4/2/2007
  Q: One of the owners of the company [an S Corp] deposited cash into the company bank account, which was ...
  A: If you be paying the cash advance back to the Credit Card company. I would set up a new charge of ...
print option on invoices3/28/2007
  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 ...
accounts3/26/2007
  Q: Using Quickbooks, I have retained earnings that I have put in an investment account(stock) I have ...
  A: Since the Ameritrade in not in the business name, it would not be an asset or liability of the ...
importing excel spread sheet inventory in to QB3/20/2007
  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 program3/14/2007
  Q: i am looking for an invoicing program that has an ability to do recurring invoicing. the program we ...
  A: QuickBooks has a "memorized transaction feature" when applied to invoices will create a recurring ...
Tracking Taxes3/6/2007
  Q: I am very irritated with Quickbooks trying to 'help' me by filling in the GST and PST when I enter ...
  A: Unfortunately I do not have any experience with the Canadian version of QuickBooks. But you might ...
Unpaid Report3/1/2007
  Q: I would like to print a report that shows me 'unpaid' invoices by vendor. I can find it in the 'Pay ...
  A: I will assume you are using QuickBooks. From the Pay Bills window in QB, at the top of this window ...
Quickbooks PRo 2006 & invoices2/28/2007
  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 version2/26/2007
  Q: You helped me out one time before, thank you! I am getting ready to sell kits that are made up of a ...
  A: I dont own a Mac But the PC version has a has an item type called a group item. List menu > Item ...
best rental software2/25/2007
  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 question2/16/2007
  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 Employees2/12/2007
  Q: I work for a company with over 200 employees. Payroll information must be transmitted to the IRS by ...
  A: For 2007 and earlier versions the answer is no, but there is a 3rd party add-on ...
P & L2/6/2007
  Q: Good suggestions and easy to following, but it isn't working. It is almost like I have hidden ...
  A: J. Your screen shots do not come through so I'm flying a bit blind here. The Quick reports need to ...
P & L2/5/2007
  Q: When I run the P & L for last year (2006), it does not produce a line item for Travel & ...
  A: J. We need to hunt up one transaction that you categorized T&E to so that we can trace that ...
postage machine lease2/1/2007
  Q: How do I properly set up postage machine lease in chart of accounts? Would this be liability or ...
  A: It depends on how the lease is written. Can the company can buy the equipment at a bargain price ...
Coffee supplies & snacks for office1/22/2007
  Q: Would you put coffee supplies & snacks for office under office supplies or make seperate line in ...
  A: I tell customers to change the name of the account of office supplies to office expenses. It then ...
sole proprietor and expense draws1/15/2007
  Q: I'm a new sole proprietor, and have discovered I need to pick up a small business class soon. My ...
  A: I hope you are not audited, that is a real nuisance to have to gather all the receipts! Did you ...
Category for S-corp Shareholder Dist1/8/2007
  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 Quicken1/7/2007
  Q: Since Thurs. evening, I haven't been able to get into Quicken. I keep getting the message, ...
  A: I have a version of Quicken 2004 on my desktop and have no trouble opening it or entering ...
Category for S-corp Shareholder Dist1/6/2007
  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 Tax12/19/2006
  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 invoices12/7/2006
  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 Accounts12/5/2006
  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 invoices12/4/2006
  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 assignment11/27/2006
  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. Quickbooks11/15/2006
  Q: I am the admin asst. at a small church. We currently have financial information in both Moneycounts ...
  A: I believe that MoneyCounts is an OLD software package and therefore getting support may be very ...
Quicken Premiere Home and Business 200611/13/2006
  Q: I bought a new laptop. When I connect to the bank it downloads every transaction since day one, so ...
  A: Did it only do this once. Or everytime you connect it downloads the data all over again. Hi George, ...
Quicken 2006 bank reconciliation11/8/2006
  Q: I'm trying to help my 92 yr. old dad with this. 2 questions: He reconciled his Sept. cking. stmt. to ...
  A: The opening balance can change when a transaction that has already been cleared by the bank in prior ...
Printing Only 1 page in Quickbooks10/16/2006
  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 Files9/30/2006
  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 Banking9/28/2006
  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 20069/25/2006
  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 data9/20/2006
  Q: I just started with this firm and they have only been in business for 3 months, they are basically ...
  A: Set up new accts in the chart of accounts as follows (in this example there are 2 partners Steve & ...
Quicken or best software...9/13/2006
  Q: I am an administrator at a residential development company, we buy vacant lots and build houses. We ...
  A: I am very familiar with the accounting hassles you need to deal with. Many small home builders do ...
confirming emailed reports9/12/2006
  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 passwords9/8/2006
  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 Accounting9/6/2006
  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 Reconciliation9/5/2006
  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 Reconciliation9/5/2006
  Q: We have lost our copies of our Bank Rec's for the last financial. How do we re-print this ...
  A: If you are using QuickBooks Pro: This version only saves the last bank rec report that you ...
Interested in you opinion of my idea? Please help?9/1/2006
  Q: "I'm thinking of starting my own home based book keeping / tax service. I have worked in the ...
  A: I think cyber bookkeepers/accountants are going to be an everyday event in the next couple of years, ...
Applying Payment to a Purchase Order After the Fact8/28/2006
  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/Quicken8/24/2006
  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 ...
hi8/16/2006
  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 Expenses8/14/2006
  Q: For some reason quicken has been logging a lot of my expenses as income. I didn't know how to ...
  A: First, do a back up of your Quicken. Next - from the edit menu select Recategorize Select the ...
entering expenses and items8/8/2006
  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 Prepayments8/7/2006
  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 Prepayments7/31/2006
  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 ...
Quickbooks7/25/2006
  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 ...
Quickbooks7/25/2006
  Q: I hope you can help with this question. I have home/office and I installed quickbooks on one of my ...
  A: I cannot help you with the networking but once networked here are the steps you need to take: ...
Should I use Quick Book 2006 Premier or the Premier Retail 2006 Edition? I own a restaurant business7/24/2006
  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 cards7/21/2006
  Q: You answered this questions below, however, your answer applied to QUICKBOOKS. I'd like the same ...
  A: I work with the basic Quicken every day. But I'm not familiar with the Quicken version that tracks ...
QuickBooks Budget Report7/20/2006
  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 Report7/11/2006
  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 Pro7/10/2006
  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 software7/4/2006
  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 Year6/26/2006
  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 ...
WIP6/26/2006
  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 hidden6/25/2006
  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 Tracking6/25/2006
  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 hidden6/25/2006
  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 Report6/8/2006
  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 overpament6/2/2006
  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 ...
payroll5/25/2006
  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 ...
payroll5/25/2006
  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 Number5/24/2006
  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 Issues5/23/2006
  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 payroll5/22/2006
  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 files5/21/2006
  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 reports5/18/2006
  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 Reminders5/10/2006
  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 taxes5/1/2006
  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 20064/24/2006
  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 ...
Payroll4/16/2006
  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 quickbooks4/5/2006
  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 Quickbooks3/24/2006
  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 quickbooks3/21/2006
  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 software3/9/2006
  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 ...
Category3/7/2006
  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 CD3/6/2006
  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 & Quicken3/2/2006
  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 20062/27/2006
  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 Purchase2/21/2006
  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 20052/16/2006
  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 question2/15/2006
  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 20052/14/2006
  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 20052/14/2006
  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 Name2/7/2006
  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 payroll2/7/2006
  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 20052/6/2006
  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-up2/2/2006
  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 ...
ticketing2/2/2006
  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 20051/31/2006
  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 taxes1/27/2006
  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 database1/19/2006
  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 ...
Partnership1/19/2006
  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 Pro1/11/2006
  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 QUESTION1/7/2006
  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 payable1/6/2006
  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 quickbooks12/14/2005
  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 restore12/13/2005
  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 94112/1/2005
  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 200611/30/2005
  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 ...
savings11/28/2005
  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 200311/21/2005
  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 Projection11/20/2005
  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 forgiveness10/25/2005
  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 200410/25/2005
  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 ...
accounting10/16/2005
  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 ...
Quicken9/20/2005
  Q: Linda Is it possible to set quicken up to automatically deposit my SS check on the third Wednesday ...
  A: No, those parameters are not available in Quicken. The best that you can do is set the parameter to ...
Receipt Account9/4/2005
  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 QB9/1/2005
  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 ...
Quickbooks8/29/2005
  Q: I began a new business in March. I am new to Quickbooks. When I tried to reconcille I notice that ...
  A: Best thing to do is send me an e-mail to info@qbalance.com with A/R troubleshooting in the memo ...
Advance Payment8/27/2005
  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 ...
Quickbooks8/27/2005
  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 20038/25/2005
  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 Report8/23/2005
  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 taxes8/6/2005
  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 premiere7/22/2005
  Q: When I go to back up my quicken file on my backupdrive, instead of writing over the old file it just ...
  A: Sorry for the delay, This request for information slipped into the grasp of my spam blocker and I ...
quicken 2005 home premiere7/22/2005
  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 conversion7/11/2005
  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 software7/10/2005
  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 20057/6/2005
  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 20057/2/2005
  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 windows6/25/2005
  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 System6/10/2005
  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 quicken6/7/2005
  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 company6/4/2005
  Q: 1. Quickbooks Pro 2003 2. Consolidating two locations into one, presently using two copies of ...
  A: In 2005 QuickBooks changed their policy allowing for unlimited PR files under one umbrella PR tax ...
QB2003 Premier AAccountant Ed. Class System5/30/2005
  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 Accounts5/24/2005
  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 List5/11/2005
  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 quickbooks5/11/2005
  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 accounts5/7/2005
  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 Proposal4/26/2005
  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/CRM4/26/2005
  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 QuickBooks4/19/2005
  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 Pro4/11/2005
  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 programs4/6/2005
  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 inventory4/5/2005
  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 Crisis4/2/2005
  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 WindowsXP3/29/2005
  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 ...
Interest3/29/2005
  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 ...
Interest3/24/2005
  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 Backups3/21/2005
  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 report3/15/2005
  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 Sheet3/15/2005
  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 file3/12/2005
  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 Budget3/10/2005
  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 In2/28/2005
  Q: My account explained that when I purchase inventory I need to include the freight charges in the ...
  A: Technically, your accountant is right. But QuickBooks does not have the capability to handle the ...
Reconciling of bank statement in QB Pro 20042/23/2005
  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 assignment2/21/2005
  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 printing2/16/2005
  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 business2/11/2005
  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 road2/9/2005
  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 Budgeting2/6/2005
  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 Quicken2/6/2005
  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 Keeping1/30/2005
  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 Accounting1/29/2005
  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 deduction1/25/2005
  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 categories1/23/2005
  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 change1/18/2005
  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 invoices1/18/2005
  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 Liabilities1/11/2005
  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 Reconcilliation1/7/2005
  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 ...
Question12/27/2004
  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 ...
quicken12/20/2004
  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 Tracking12/17/2004
  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 Tracking12/17/2004
  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 report12/16/2004
  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 payroll12/13/2004
  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 ...
accounting11/20/2004
  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 200411/19/2004
  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 info11/15/2004
  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 problem11/11/2004
  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 characteristics11/8/2004
  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 200211/3/2004
  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 Payable11/1/2004
  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 Reports10/31/2004
  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 Crash10/15/2004
  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 time10/13/2004
  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 Crash10/13/2004
  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 period10/12/2004
  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 company9/28/2004
  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 question9/18/2004
  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 ...
Quicken8/26/2004
  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 entry8/2/2004
  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 20037/28/2004
  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 Mac7/26/2004
  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 account7/24/2004
  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 Mac7/23/2004
  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 amount7/20/2004
  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 Books7/20/2004
  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 > ...
Quicken20027/15/2004
  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 backup7/13/2004
  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 files7/12/2004
  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 QBPro20047/10/2004
  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 quicken6/30/2004
  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 Quicken6/26/2004
  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 accounting6/26/2004
  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 ...
Transfers6/7/2004
  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-Scanning6/7/2004
  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-Scanning6/7/2004
  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 Comparison5/31/2004
  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 prices5/28/2004
  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 Mac5/25/2004
  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 XP5/22/2004
  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 20035/20/2004
  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 20035/16/2004
  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 qif5/11/2004
  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 Pro4/26/2004
  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 accounts4/23/2004
  Q: When I open my account and go to edit I do not find preferences listed so as a result I can't make ...
  A: Larry, I no longer have Quicken 2002 running on my computer so I am unable to determine what might ...
Quicken 2004 & modify column width's4/20/2004
  Q: is there a way to modify a column width in a Quicken report? Some of our account descriptions are ...
  A: I do not know of any preference or other hidden location within Quicken that will allow for change ...
Emailing tax invoices4/19/2004
  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, ...
Invoices4/17/2004
  Q: Linda, I've recently hired a bookkeeper who has set me up with a QuickBooks account. She sent me a ...
  A: The newer versions of QuickBooks permit download and import of form styles. Quickbooks.com template ...
Refinance House4/16/2004
  Q: I am in a situation that I need an expert to help me. I am seperated from my wife now for five ...
  A: I have sent a response directly to your e-mail computer. These reponses/ and questions are posted ...
Feasibility Report4/13/2004
  Q: I have do design a software for a general School system performing all the activities. Now, you plz ...
  A: I am not sure what you are looking to include in a feasibility report. Schools have administrative ...
Solomon Accounting4/13/2004
  Q: I'm an IT consultant who recently took over a small firm's IT needs. I built them a new server, got ...
  A: I don't have the experience with Solomon to help you with this. But you might try posting this ...
How to close Quick Tabs4/12/2004
  Q: Date 4/12/04 Subject: Closing Quick TabsI am Using Quicken 2000. I am very new at this and when I ...
  A: It has been 4 years since I've used Quicken 2000 so I'm working strickly from memory. Send me ...
Quicken 20034/10/2004
  Q: I am trying to back up my data to a laptop, but I keep getting error codes saying some files are ...
  A: I do not have a solution to your problem but I do work with an company that are experts at saving ...
Sales Tax Payments4/5/2004
  Q: My version is an older one, 5.0. After clicking the "Purchases and Vendors" tab on the left, I do ...
  A: You could stop using the pay sales tax window to pay your sales tax. You could get a sales tax ...
bookkeeping - bank reconciliation4/4/2004
  Q: Is it possible for you to send me some examples of bank reconciliation - starting off with easy ...
  A: I am sorry I do not have examples of bank reconciliations, but I do have a clip of a seminar for ...
Sales Tax Payments4/2/2004
  Q: When I click the "Pay sales tax" button in QuickBooks, the program correctly totals the 7% sales tax ...
  A: You did not mention what version you are in, but the more recent versions of QuickBooks come with a ...
Merging Data4/1/2004
  Q: We are using QuickBooks Premier 2002 at two different physical locations. 1st is for the ...
  A: this is answer #2, (first time I have done a followup, so I'm not sure if this will replace the ...
2 checking accounts4/1/2004
  Q: I am currently running version 2002. The problem I am having is that with running 2 different ...
  A: When you are in one account, you should only see transactions you have entered into that account. ...
CPA copy of QuickBooks3/31/2004
  Q: I have the QuickBooks Pro 2001 and I have to send the copy of our books for 2003 to the CPA. I had ...
  A: Is there a reason the accountant can't simply run the reports from 1/1/03 to 12/31/03 to retreive ...
quick books pro3/30/2004
  Q: Customers are complaining that when I email them their invoice it is attached to the email letter. ...
  A: E-mail is the vehicle by which a file is carried to the customer destination. The file- is the ...
quick books pro3/30/2004
  Q: Customers are complaining that when I email them their invoice it is attached to the email letter. ...
  A: I'm not sure I understand the problem. With QB2003 and 2004 versions you can send an e-mail from ...
quciken data wntry and maintenance3/27/2004
  Q: Is there any one in detroit area for quicken data entry and maintenance help. I am frustrated with ...
  A: We provide QuickBooks Support and Training nationwide through the internet using a secured server ...
Quicken for Mac 20033/24/2004
  Q: I use a G4 Mac, OS 9.2.2. At present my Quicken check register has all checks written in 2003 and ...
  A: Why do you need to clear the registers? When you run reports you do so using a date range and ...
Quicken payroll 20023/23/2004
  Q: I have a staff member whos leave is correct on detail card but not on pay slips. How do I cange ...
  A: I am sorry, but I have no experience with Quicken payroll. I wish I knew where to send you for help ...
line of credit set up in QB3/18/2004
  Q: We have recently gotten a line of credit for our business. How is that set up in QB? I originaly set ...
  A: In your chart of accounts, set up a current liability account called "bank name Line of credit" ...
Quicken 20043/15/2004
  Q: I am using Quicken 2004 for the personal financing. I have setup the Check Register for the Checking ...
  A: In Quicken you need to set up both Accounts and Categories. Accounts are your check, credit card, ...
Shareholder termination3/11/2004
  Q: Back in 1997 I entered into a business with another individual(partner 2). We set the business up ...
  A: This is not a QuickBooks question, but I will give you an off the cuff response listing your ...
Loan to Shareholder3/10/2004
  Q: I have an S-Corporation with two shareholders; one with 75% and the other has 25%. The 75% owner ...
  A: From the list menu > chart of accounts > right click with the mouse and select "new account" > ...
Portfolio management3/7/2004
  Q: Lee Answer - Hi Lee, I'm not clear on what you want to accomplish. What is AAII? Several stock ...
  A: Quicken does not offer that capability you are seeking and I do not see a "workaround" that will do ...
Portfolio management3/7/2004
  Q: Is is possible to use Quicken to manage multiple portfolios in the same brokerage account? ...
  A: I'm not clear on what you want to accomplish. What is AAII? Several stock screens? If you can more ...
quicken 2004 accounts3/3/2004
  Q: how can I delete my entire checking account so I can start new one I want to unclutter my hard ...
  A: I answered this question the day it was sent, but I just received a note from "allexperts.com" that ...
budget question3/1/2004
  Q: First - thank you for looking at my question. Using Quicken 2004 1)I download my checking statement ...
  A: From within Quicken: Edit menu Preferences Quicken Program Click on Quickfill under register Are ...
quickbooks invoicing2/29/2004
  Q: Followup To Question - i have quickbooks 2003 premier.when invoicing how can you record a ...
  A: I do not know how Quicken invoicing with Quicken Home and Business works. I do not use that ...
quickbooks invoicing2/27/2004
  Q: i have quickbooks 2003 premier.when invoicing how can you record a transaction date that's different ...
  A: Cant be done. If you want your sale to show up on the 2nd, you will need to date the invoice on the ...
quickbooks invoicing2/27/2004
  Q: i have quickbooks 2003 premier.when invoicing how can you record a transaction date that's different ...
  A: I don't understand your question. The invoice date determines when the sale will show up in your ...
Quicken 2003 portfolio problem2/18/2004
  Q: I have about 60 stock that I track with quicken. Prices have been updating fine for several months. ...
  A: I'm sorry but I dont know why this would happen as a Certified QuickBooks Advisor I am an expert at ...
Quicken customization2/16/2004
  Q: A couple of questions regarding customization of Quicken Home & Business 2004 for a husband-and-wife ...
  A: With either 1065 or 1120S (corporations) I highly recommend you consider purchasing QuickBooks. With ...
Quicken 2004 popups2/15/2004
  Q: Linda - I just upgraded to Quicken 2004, mainly because I got it practically free with this years ...
  A: I use Quicken 2004 and do not get those popups, so maybe you just need to get the latest release To ...
quicken file2/11/2004
  Q: Yes, please put me in touch with this person you mention.File recovered from damaged hard drive. It ...
  A: I would appreciate if you would call me at 800-216-0763 or send me an e-mail at info@qbalance.com ...
quicken file2/10/2004
  Q: File recovered from damaged hard drive. It is a quicken 7 file. when I try to open it in Quicken 7 ...
  A: There are several companies that remove/uncover Quicken passwords. Elcom ...
QuickBooks Pro- Vendor Credits2/8/2004
  Q: My puchasing agent creates a Purchase Order and later the order arrives. Howerver the vendor has ...
  A: Wrong product shipped? Don't receive it against the PO. Enter the vendor invoice and create a ...
Opening Quicken2/8/2004
  Q: I get an error msg. "close quick tabs". I can't open Quicken 2000 Basic (Windows ME). Have ...
  A: Tuesday, 2/10/04 Hi Jackie, If you purchase the new Quicken software, it will open up any ...
Fraudulent Quicken update?2/4/2004
  Q: A pop-up on my screen calling itself QWWIN.dll with Qagent.exe is suggesting a series of steps ...
  A: I'm afraid I do not have an answer for you. My specialty is QuickBooks with a good understanding of ...
Quick books payroll1/28/2004
  Q: I recently upgraded to 2004, when I do payroll, there are a couple of employees who get too much SS ...
  A: Fica and Medicare are automatic payroll items that are not unique to each employee. Do you suppose ...
Quicken report1/23/2004
  Q: Linda! I use Quicken 2002 Deluxe and would like to use the Calendar to schedule bills that are due ...
  A: The reports in Quicken are all transaction based therefore, you must actually make a payment in ...
QuickBooks Pro 2003 Contractors Edition1/19/2004
  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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