| Subject | Date Asked |
|
| Price Level List | 8/14/2008 |
Q: We have about 100 custom price level lists and are trying to run a report showing each item with the ...
A: I'm not sure why the other price levels aren't showing up - I recommend verifying your data using ...
|
| Price Level List | 8/14/2008 |
Q: We have about 100 custom price level lists and are trying to run a report showing each item with the ...
A: I am assuming (which might be an error) that you are using either Pro or Enterprise 2006 or above? ...
|
| Price Level List | 8/14/2008 |
Q: We have about 100 custom price level lists and are trying to run a report showing each item with the ...
A: You should be able to get a complete breakdown by doing the following: Click on lists Click on item ...
|
| Expenses | 8/10/2008 |
Q: I have my business checkbook in Quicken 2006 with set catagories but I have been paying alot of ...
A: To get those expenses into Quickbooks, you should make sure that you have all of the verifying ...
|
| Quick Books Credit Memos | 8/4/2008 |
Q: Using QB online version. What is the process for processing credit memos
A: Here s how you handle a credit memo. Entering a credit memo will affect your customers balance but, ...
|
| QB 6.0 | 7/30/2008 |
Q: Can I install QB 6.0 in Windows XP? ANSWER: Hi Sandy, Do you mean Quickbooks Enterprise 6.0? If so ...
A: Actually a little less :) Processor, memory, and disk space QuickBooks Pro / Premier At least ...
|
| QB 6.0 | 7/30/2008 |
Q: Can I install QB 6.0 in Windows XP?
A: Do you mean Quickbooks Enterprise 6.0? If so these are the requirements to run it on XP: System ...
|
| Budget Reports in Quicken deluxe 2001 | 7/21/2008 |
Q: My previous budget reports have worked fine. This year I transferred the app. to my new I-Mac ...
A: My error - If it's Quicken - I'm not going to be able to help. The only Software that I'm an expert ...
|
| Budget Reports in Quicken deluxe 2001 | 7/20/2008 |
Q: My previous budget reports have worked fine. This year I transferred the app. to my new I-Mac ...
A: I have some bad news on this one. Budgets do not import over from the windows version. The only ...
|
| Reserve accounts in Quickbooks | 7/17/2008 |
Q: My question is, I am transferring money from a checking into a savings reserve account through the ...
A: If what you are calling their reserve operating account is the savings account that you transferred ...
|
| Accounts Payable | 7/15/2008 |
Q: I need your expertise yet again in Quickbooks 2008...I am trying to clean up the Accounts Payable ...
A: This is going to get a bit sticky. Do the checks show up as credits in the pay bills window? If not, ...
|
| invoices emailed | 7/15/2008 |
Q: I send invoices by email but the receiver can not open them as it comes up in computer format not as ...
A: If you are using QuickBooks 2008, it will email it through your outlook as a PDF. They may not have ...
|
| combine accounts | 7/13/2008 |
Q: I have a client with one account that has been downloaded to QuickBooks 2008 and another account ...
A: You can't really combine the two files. I am going to assume the following. 1.The business has just ...
|
| Accounting | 7/13/2008 |
Q: I use Microsoft Small Business Accounting 2007 which is very similar to Quickbooks so you may treat ...
A: To answer your first question, the credit would be applied in the receive payments window of ...
|
| Accounting | 7/12/2008 |
Q: I use Microsoft Small Business Accounting 2007 which is very similar to Quickbooks so you may treat ...
A: In Quickbooks, you would create a Credit memo and use whatever item you needed to to give the ...
|
| How to handle a lost/stolen credit card in Quickbooks Pro 2006 | 7/12/2008 |
Q: I recently lost my American Express card. I have years of transactions in my "old" a/c #. I entered ...
A: First thing is, you don't want to delete the old account (the history with that account number is ...
|
| Due date | 7/8/2008 |
Q: We are using QB Premier 2006. Wondering if we can specify customer need/due date by line item in the ...
A: You can set up a custom field for items and add that column to a customized sales order. To add the ...
|
| Aging and Due Date | 7/2/2008 |
Q: We entered the wrong date on about 100 invoices. We went back and changed the date to 7/1/08 but the ...
A: The good news is this is fixable, the bad news is that you will have to go into each invoice and ...
|
| Customising QuickBooks Invoices | 6/26/2008 |
Q: We use QuickBooks Pro and our current invoice template displays prices including VAT. We want to ...
A: I'm not familiar with the variations in the UK version but, Quickbooks will normally default to the ...
|
| Checks | 6/24/2008 |
Q: My boss is getting Quickbook and wants to buy some blank checks on which to print. A) Do you have ...
A: I'm don't recommend particular companies or printers for check. What I can tell you is that if a ...
|
| Posting receipt paid in cash | 6/21/2008 |
Q: I am new to QB 2008 (this is my third day at my new job and I an ashamed that I do not know the ...
A: You shouldn't feel ashamed. Knowing everything on a new job (especially in only three days) is ...
|
| Budget | 6/20/2008 |
Q: I have Quicken 2007 deluxe. I have a household budget that I have been doing every month. Sometimes, ...
A: Although I'm not a Quicken expert (only Quickbooks), this is not a technical question so I'm ...
|
| customer list | 6/19/2008 |
Q: I have Quick Books Basic 2005. I have a small simple problem. My open balance customers used to be ...
A: What you have done was click on the Customer header to sort the list alphabetically. This resorts ...
|
| entering credit card statement@ charges | 6/18/2008 |
Q: I already balance my bank statement, which had all credit cards payment on it. I want to enter my ...
A: Yes you can enter them from there. Just be VERY careful that you are entering each charge to the ...
|
| entering credit card statement@ charges | 6/17/2008 |
Q: I already balance my bank statement, which had all credit cards payment on it. I want to enter my ...
A: What you need to do do is set up credit card accounts for each credit card that you have. (If you ...
|
| Updating A memorized Transaction Group | 6/17/2008 |
Q: I have a memorized Transaction Group which raises an invoice for subscriptions for a large number of ...
A: Regretfully there is no easy way to change prices on memorized invoices. The easiest way would be to ...
|
| QB Pro 2003 - Troubleshooting | 6/16/2008 |
Q: I have had several issues with QB 03 "un-doing" previous reconciliations. The first time this ...
A: I have not heard of such an issue that QuickBooks does this. Might it be that the books were not ...
|
| Average Costing | 6/12/2008 |
Q: We use 2007 Premier Manu and Wholesale. When creating an Inventory Assembly, QB uses the average ...
A: this is an issue with inventory in Quickbooks. At this time the only thing that you can do is go to ...
|
| Never ending credit | 6/12/2008 |
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: My apologies for the delay in answering. If the credit occurred in previous yrs you will have to ...
|
| printing custom price levels | 6/5/2008 |
Q: Good Morning, We are running QB Premier 2007 Man. & Wholesale edition. We have added many custom ...
A: My apologies for the delay in answering your question. I'm sorry to say there is no way to pull ...
|
| bank reward | 6/4/2008 |
Q: How do I register a reward from our bank and then I use it to pay the annual fee we owed them? We ...
A: I'm not sure what you mean when you said you took that check to pay the annual fee. If you ...
|
| Quickbooks -- New Company Setup | 6/3/2008 |
Q: Greetings and Thank You in Advance for any advice you may be able to offer. We have QuickBooks ...
A: The easiest way to do that would be to: 1. Open the original file 2. export all of your lists (you ...
|
| inventory help | 5/23/2008 |
Q: I recently purchased the 2008 Manufacturing Edition. I want to set up my inventory properly and ...
A: To answer your second question first - Yes we can do that - email me at krh.consulting@verizon.net ...
|
| Correcting a Bad Average cost | 5/22/2008 |
Q: I have a bad average cost in QB for a part, consequently COGS is extremely overstated, for each ...
A: This may get a little tricky depending on when the journal entries where done and what was filed ...
|
| Correcting a Bad Average cost | 5/21/2008 |
Q: I have a bad average cost in QB for a part, consequently COGS is extremely overstated, for each ...
A: If COG is overstated, can I safely assume that your inventory is understated? If that is the case, ...
|
| Simple Start conversion | 5/18/2008 |
Q: Do I need to prepare a backup copy of my Simple Start transactions in order to transfer to QBP? ...
A: Yes you can. You can restore the simple start edition into Premier. You will get a prompt to backup ...
|
| Simple Start conversion | 5/15/2008 |
Q: Do I need to prepare a backup copy of my Simple Start transactions in order to transfer to QBP? ...
A: You should always do a backup before any conversion. As a matter of habit, you should be backing up ...
|
| Line of Credit for Invoices 2 | 4/10/2008 |
Q: that makes a lot of sense. However, the client has been using the banks address on their invoices ...
A: It's just a tad messy. One question with your client - how are they tracking the sales to the ...
|
| Line of Credit for Invoices | 4/8/2008 |
Q: I have reviewed several answers about how to set up a line of credit account, but they don't quite ...
A: I'd caution the client about having the payment from the client sent directly to the bank. It should ...
|
| Quicken transfer | 4/6/2008 |
Q: I have Quick Books 2008 and Quicken 2000. How can I transfer all that is on Quicken to the QB? ...
A: There are too many things to take into consideration before converting a quicken file to Quickbooks ...
|
| QB Simple Start | 4/2/2008 |
Q: I used the undeposited funds after I had already deposited the money in the bank. Now an undeposited ...
A: My apologies for not answering more promptly, I never received notification of your reply. I'm ...
|
| QB Simple Start | 4/1/2008 |
Q: I used the undeposited funds after I had already deposited the money in the bank. Now an undeposited ...
A: I'm not sure what you mean by using undeposited funds after you've deposited the money. How did you ...
|
| QB 2005 on 2003 server | 4/1/2008 |
Q: We are presently running QB 2005 premier contractor edition on 2003 server using terminal services ...
A: To be sure I checked with the Intuit website - this is what QuickBooks is designed for 32-bit ...
|
| Quickbooks 2008 pro budgets | 3/19/2008 |
Q: How do I include a loan payment in my profit & loss budget? Thanks for your help.
A: A loan payment consists of two items, the principal and the interest. Only the interest would impact ...
|
| Recording Deposits | 3/16/2008 |
Q: I am entering last years transactions in QBP for my boyfriends small construction LLC. He has ...
A: This is not a problem. It would be considered an owner investment. What you would do would be: Click ...
|
| Quickbooks gst detail. | 3/2/2008 |
Q: You have helped me before and I hope you can help me again. I now have a regesitered copy of ...
A: I'm not sure what report you mean when you say a detail GST report.On the profit and loss, it will ...
|
| COA | 2/29/2008 |
Q: Using QB 2008: Contractor Edition. Is there a basic COA list of numbers for our classes? Are the ...
A: You might want to speak to your Accountant - they are usually the one that like to have numbers ...
|
| 50% deposit invoice (follow-up) | 2/25/2008 |
Q: This is a follow-up to your 5/3/2006 response. I too want to bill customers a deposit or retainer - ...
A: First to answer your question about tax lines - it would depend on your filing status, tax returns ...
|
| Budget for Credit Card Payments | 2/24/2008 |
Q: How do I get the Credit Card payments I am making to be included in my my monthly budget? I am ...
A: You would show that on the Balance Sheet Budget (credit cards are a liability and the credit card ...
|
| QB Pro 2006 | 2/22/2008 |
Q: I have customized the format of an invoice and included an extra column labeled "unit". When I go ...
A: My apologies for not completely understanding your question. What you would want to do is customize ...
|
| QB Pro 2006 | 2/22/2008 |
Q: I have customized the format of an invoice and included an extra column labeled "unit". When I go ...
A: You will need to customize the report. Do the following Open up the report that you want to run ...
|
| QuickBooks 2007 Pro (for PC) - Invoices | 2/19/2008 |
Q: I would like to know why I cannot view and edit the Project box on my invoices. When I look at the ...
A: The project field is actually the customer name, you might want print this field if you have ...
|
| Quickbooks pro 2007 expire | 2/18/2008 |
Q: I have quickbooks 2001 and its been working for me just fine. I have never updated the version ...
A: Ok. let me get this straight. You had 2001 installed on your computer. You went out and bought ...
|
| Quickbooks pro 2007 expire | 2/18/2008 |
Q: I have quickbooks 2001 and its been working for me just fine. I have never updated the version ...
A: You need to ask your friend if the downloaded a trail version, or if they purchased the product. If ...
|
| Quickbooks pro 2007 expire | 2/18/2008 |
Q: I have quickbooks 2001 and its been working for me just fine. I have never updated the version ...
A: Quickbooks stops supporting 3 year old versions (2004 in 2007, 2005 in 2008 etc) What that means is ...
|
| Sales orders from estimates? | 2/18/2008 |
Q: I have QuickBooks Pro: Professional Business 2007/08. I simply want to create Sales orders from ...
A: You have to have sales orders active (set that up under preference, Sales and Customers, company ...
|
| RE: Deposit | 2/15/2008 |
Q: I am stumped here, I had a pending cash which then i proceeded to mark it as final when it was ...
A: Did the payment actually go to the bank? If so, look at that bank deposit to see how it was added. ...
|
| Job Cost Ledger | 2/15/2008 |
Q: How do I run a Job Cost Ledger Report? Thanks.
A: What version of Quickbooks are you using? If you are using the contractor version, there is a ...
|
| 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: I'm not sure that you understand exactly what a budget is. It is strictly a projection of what ...
|
| RE: Deposit | 2/13/2008 |
Q: I am stumped here, I had a pending cash which then i proceeded to mark it as final when it was ...
A: Let me rephrase what you've asked to make sure that we understand each other. You entered a "SALES ...
|
| RE: Deposit | 2/10/2008 |
Q: I am stumped here, I had a pending cash which then i proceeded to mark it as final when it was ...
A: I'm not sure what you mean by pending cash. Was it a payment that was received against an invoice, ...
|
| Loan? to a shareholder | 2/2/2008 |
Q: Karin, Geez I'm frustrated. If my company (sub S Corp) made a "swap" of money (wrote a check to me ...
A: When you recorded the check that you wrote to yourself - you did the following steps Under money out ...
|
| possible is quickbooks? | 1/30/2008 |
Q: I have a shop and I have a lot of consignors whom i pay a percentage monthly for whatever they have ...
A: Since you don't pay for the items until they are sold. I would use the purchase orders. (You turn ...
|
| possible is quickbooks? | 1/30/2008 |
Q: I have a shop and I have a lot of consignors whom i pay a percentage monthly for whatever they have ...
A: Quickbooks does give you an option of using purchase orders - you would have to enter all of the ...
|
| add-on software to quickbooks | 1/28/2008 |
Q: Good Morning Karin, We are currently using the 2007 Premier Manufacturing & Wholesale Edition and ...
A: There are many inventory 3rd party programs out there that are compatible with Quickbooks. I ...
|
| Liability Account and Transfer from Exp. to Liab. | 1/27/2008 |
Q: could you tell me how to add a Liability category and how to make a transfer from an Expense ...
A: I am going to assume that you are using Quickbooks, not Quicken (which I am not familiar with). To ...
|
| Worker's Comp & Quickbooks | 1/25/2008 |
Q: Washington State WKCOMP is figured on hours worked. Can Quickbooks Worker's Comp feature be used ...
A: You can still use the workers Compensation feature but any reports reference wage codes would be out ...
|
| Vendor clean up | 1/24/2008 |
Q: I asked a question back on 1/16 regarding cleaning up my vendor chart. I would love to do what you ...
A: I think you told me that you were using Quicken - but if you're using 2003 you can do the same thing ...
|
| Payroll Liabilities Adjustment | 1/23/2008 |
Q: I'm sure you've answered this one many times but I did not find it. In Quickbooks 2007, I ran a ...
A: Here is what you do to resolve the issues. It's a bit complicated, but if you take it step by step ...
|
| Budgets in QB Pro for the Mac | 1/22/2008 |
Q: We want to set up a new budget for 2008 but having trouble with it. We’re using QB Pro for the ...
A: This is a problem with QB for Mac, you cannot export and then import budgets, nor can you restore ...
|
| Quickbooks check printing | 1/20/2008 |
Q: My company just installed quickbooks and my boss wants to use up his existing checks. They are 3 on ...
A: If they are computer checks, Quickbooks has a formatting module. Click on file, click on printer ...
|
| QuickBooks Pro 2006 - How do I enter my receipts? | 1/18/2008 |
Q: First, I want to say that I REALLY appreciate this free help. I am trying to enter my receipts for ...
A: This is what you need to do. At the top of the Quickbooks window you will see the word lists, click ...
|
| QuickBooks Pro 2006 - How do I enter my receipts? | 1/18/2008 |
Q: First, I want to say that I REALLY appreciate this free help. I am trying to enter my receipts for ...
A: How are you paying for these items? Cash out of pocket? or are you writing checks? If you write ...
|
| Clean up Vendor List | 1/16/2008 |
Q: I would like to start fresh for the new year and eliminate vendors that have not been used for a ...
A: You will not be able to delete venders that have any records tied to them (ie checks, bills etc). ...
|
| Flash Paper 7 and Quickbooks Basic 05 | 1/14/2008 |
Q: My Quickbboks 05 Basic installation stops when it ask me to download Flash Paper 7 version..I do and ...
A: Sorry it's taken me so long to get back to you. I've tried to research the situation. And short of ...
|
| Budget Transfers | 1/10/2008 |
Q: Our budget is set up using program and line item budgeting. Is there a way to record a budget ...
A: Quickbooks budgets are set up as projections - not actual working accounts - to show transfers you ...
|
| QuickBook | 1/9/2008 |
Q: Subject paid sales tax on line with credit card Question Hi Linda, Just paid the sales tax on ...
A: Just so you know - what you did was quite ok too. By getting into the habit of entering your credit ...
|
| Handling Credit Card transactions | 1/8/2008 |
Q: I make my daily deposits through "Make Deposit" window in QB. Now I am accepting credit cards. I ...
A: Yes there is an easier way to do it. Hold the credit card payments in the undeposited funds account ...
|
| install | 1/7/2008 |
Q: I trying to install QuickBooks pro 2005 but it wont let me get past loading flash player 7. I get a ...
A: Tim, I haven't heard of an issue with this - I spent some time looking for an answer and I haven't ...
|
| quicken 2006 Personal and Business | 1/4/2008 |
Q: when I run a report I get an "other" category under an itemized category even tho there is no ...
A: ) Which report are you looking at? If it is a sales report the reason might be that there are other ...
|
| quicken 2006 Personal and Business | 1/3/2008 |
Q: when I run a report I get an "other" category under an itemized category even tho there is no ...
A: I'm not an expert on Quicken. In Quickbooks, this happens when you enter items under the main ...
|
| Quickbooks 99 | 12/15/2007 |
Q: I inadvertantly paid a personal expense from my business account. How do I deposit a personal check ...
A: Here's what you do When you make your next deposit - do the following First make a copy of the check ...
|
| Quicbooks | 12/14/2007 |
Q: Where would i find information regarding details of a customers balance.where would i go in ...
A: Sorry for the delay Here's what you do At the top of the Quickbooks window Click on Reports Click on ...
|
| Quickbooks Pro 2004 Reconciliation report | 12/12/2007 |
Q: Using QB Pro 2004 I reconciled for the months of January thru July of this year (2007) but I didn’t ...
A: I'm sorry to tell you that Quickbooks only saves the last reconciliation. You might want to print ...
|
| Payment posted to wrong customer | 12/10/2007 |
Q: I am using QB Pro Edition 2006. We post Medicaid payments to our customers accounts. Then move all ...
A: Although this sounds complicated it is really very easy to fix. First post the payment Susies ...
|
| Quickbooks | 12/5/2007 |
Q: I have a client who insists on co-mingling funds. He wrote property taxes for his apts from his own ...
A: Are you keeping his books on the personal side? If not, you don't have to worry about booking it to ...
|
| Quick Books Pro | 12/3/2007 |
Q: I have a journal entry from 2005 that I want to clear. I entered another journal entry to offset ...
A: If you go to the pay bills window, click on the vendor bill that is showing (it's actually a journal ...
|
| Fixed asset with a loan | 12/2/2007 |
Q: I have purchased a piece of equipment with a $0 down loan. I would like to setup the fixed asset and ...
A: Question One - You do not have to have a separate loan for each fixed asset (If your version has ...
|
| QuickBooks 2006 Pro Budget/Transfers | 11/29/2007 |
Q: I have used Quicken for years, and am new to QuickBooks, using 2006 Pro edition. I am setting up a ...
A: Well, your close - :) First you would set up loan 1 and in the set up account window be sure to ...
|
| Check Register from Quickbooks Pro 2005 to Quicken Deluxe 2008 | 11/29/2007 |
Q: Can you explain how one would transfer a check register in Quickbooks Pro 2005 to Quicken Deluxe ...
A: I'm sorry to say that there is no quick way to do such a transfer - there is a program out there ...
|
| QuickBooks 2006 Pro Budget/Transfers | 11/29/2007 |
Q: I have used Quicken for years, and am new to QuickBooks, using 2006 Pro edition. I am setting up a ...
A: Ok so what your trying to track in this file will be loans and investments. I hate to say this but ...
|
| Transfering from QB Basic 2004 | 11/29/2007 |
Q: I lost my disc for basic and am awaiting a replacement.I have procured a copy of QB2004 Premier but ...
A: This is an easy fix. As you go the the reinstall of the backup, you will come to a screen that ...
|
| QuickBooks Invoice Manager PO Question | 11/27/2007 |
Q: We just started using Quickbooks Invoice Manager (2007 ? Purchased this year) When making a new ...
A: To answer your why question first - sometimes contractors will have one po for a job - and keep ...
|
| Quickbooks Pro 2004 Bank Reconciliation | 11/27/2007 |
Q: I started working for a non-profit organisation in June'07. In July'07 they changed their bank from ...
A: I'll address the outstanding check issue first. First you need to verify that those checks have NOT ...
|
| Off-Account Entry | 11/26/2007 |
Q: I had lent 1000$ to someone in August. I had withdrawn 700$ from my bank account and given 300$ from ...
A: Is this cash from your personal account? or is it cash available from the business? If it is a ...
|
| Journal entries for vehicle trade-in and disposal | 11/13/2007 |
Q: One of our company vehicles was involved in a wreck. Total loss on the vehicle and we accepted ...
A: Yes it can be done with a journal entry. You can remove the old vehicle, add the new enter the ...
|
| Journal entries for vehicle trade-in and disposal | 11/8/2007 |
Q: One of our company vehicles was involved in a wreck. Total loss on the vehicle and we accepted ...
A: This is how you should do it. When you receive(d) the check and deposited it into the checking ...
|
| QB Pro 2005 Invoicing from Timer Module | 10/31/2007 |
Q: I would like some more information on how to create an invoice directly from the information entered ...
A: First, my apologies for the delay in answering. And yes this is possible, what you would do is ...
|
| per item price level | 10/30/2007 |
Q: I am using QuickBooks 2007 Premier Industry Edition Manufacturing & Wholesale. When I try to set up ...
A: My error. when you go to set up a specific pricing structure for a client you don't have to hit the ...
|
| per item price level | 10/30/2007 |
Q: I am using QuickBooks 2007 Premier Industry Edition Manufacturing & Wholesale. When I try to set up ...
A: Have you set the level for the customer in their customer file? To do this: Go to the Customer ...
|
| direct deposit on QB enterprise edition | 10/23/2007 |
Q: We have QB Enterprise. How do I download my payroll for the week to upload into our banks ACH ...
A: You would handle the paycheck the same way you handle all the other ACH payments (depending on what ...
|
| Cash Basis Question | 10/19/2007 |
Q: QuickBooks 2005 I am Treasurer of a small non-profit organization. The organization uses cash basis ...
A: I understand your aversion to a negative expense, but that is truly what it was - it does balance ...
|
| Refunding Sales Tax | 10/17/2007 |
Q: We charged a customer sales tax and later was advised that they were exempt from sales tax in our ...
A: This happens quite often. To correct a previous month do the following: Set up an item in your item ...
|
| Quick Books Basic | 10/11/2007 |
Q: I manage (volunteer) a non-profit family history center with 50 volunteers. We have used Quick Books ...
A: I'm not sure what you mean when you say it won't accept the back up. There is no reason that you ...
|
| Quick Books Basic | 10/11/2007 |
Q: I manage (volunteer) a non-profit family history center with 50 volunteers. We have used Quick Books ...
A: You can use any version, I would suggest QuickBooks Pro to give you the flexability that you need. ...
|
| Unused Credit Memo | 10/10/2007 |
Q: I have customers that have not used credit memo's issued to them against receivables. Some have ...
A: If you aren't willing to send them a check as a refund, after a certain length of time they become ...
|
| Report credit card income in Quickbooks. | 10/8/2007 |
Q: My question is regarding a resort business that I run that has various income streams and i want to ...
A: When you say various streams of income, do you mean various types as in rental, food, entertainment ...
|
| Quickbooks pro 2007 for MAC | 10/6/2007 |
Q: My business partner and I run a small staffing company. We use quickbooks pro 2007 for mac. We've ...
A: 1. Regretfully, Pro for Mac only permits one estimate per job. The way you are doing it (with ...
|
| importing inventory on hand | 9/29/2007 |
Q: I am trying to import the new on hand balances of our item list in QB 2007 Premier Man. & Wholesale, ...
A: It's very simple. Here is an example xxxxxxxx yyyyy - Subitem sssss - Subitem To import this ...
|
| importing inventory on hand | 9/20/2007 |
Q: I am trying to import the new on hand balances of our item list in QB 2007 Premier Man. & Wholesale, ...
A: Sorry for the delay in answering - Use the term INVENTORY for each inventory part (I know it sounds ...
|
| importing inventory on hand | 9/19/2007 |
Q: I am trying to import the new on hand balances of our item list in QB 2007 Premier Man. & Wholesale, ...
A: !INVITEM NAME REFNUM TIMESTAMP INVITEMTYPE DESC PURCHASEDESC ACCNT ASSETACCNT COGSACCNT QNTY QNTY ...
|
| deleting info in quickbooks | 9/11/2007 |
Q: Our company uses Quickbooks 2007 Man. & Wholesale Premier edition, and we would like to delete all ...
A: Although it doesn't reduce the size of the fily, you can do a clean up company data data on the file ...
|
| Multiple tax rates QB 2007 | 9/11/2007 |
Q: I have a client that owns several locations in Washington State. Many of the locations have ...
A: This can be done very easily. First set up each local tax as a sales tax item, with the appropriate ...
|
| Qucibooks Budgeting & Assets | 9/10/2007 |
Q: I have set up an annual budget in QB using last year's values as a starting point. In May I ...
A: They would appear on the balance sheet portion of the budget(unless you are putting the prin. ...
|
| delete vendors in quicken | 9/5/2007 |
Q: I have some misspellings in vendor names in quickbooks. How do I delete them?
A: You don't have to delete them, you can correct them. Click on vendors, Click on vendor list(at the ...
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| qbooks | 8/23/2007 |
Q: Currently have one checking account set up inQbook 2006 Two checkingaccounts in Quicken 2006 with ...
A: If you export the info from your quicken file into a spreadsheet you will be able to import it using ...
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| Quickbooks Easystart 2006 | 8/10/2007 |
Q: I recently purchased a new computor and now when I try to Download Quickbooks easystart 2006, It ...
A: I'm not well versed on software conflict issues. The only thing I can suggest is to upgrade your ...
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| settting up a budget | 8/5/2007 |
Q: I have 2007 basic version and am trying to set up just a simple budget. I have most of my bill ...
A: If you entered bills for various accounts, and want to get rid of that account you would need to ...
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| some questions | 7/25/2007 |
Q: i need your help: my office is non-profit organization, so when we received more fund from donor, ...
A: Your boss is right, by definition a non-profit does not make money (does not have income). Any ...
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| Changing PO's in Quickbooks | 7/18/2007 |
Q: Is it possible to make, that some users should not be able to change PO's, once a customer was ...
A: It seems that I totally misread your question and for that I apologize. To answer your question - ...
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| Changing PO's in Quickbooks | 7/17/2007 |
Q: Is it possible to make, that some users should not be able to change PO's, once a customer was ...
A: Just for my knowledge - you rated my knowledgeability at 5 - is there something that you are unclear ...
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| Quick books pro 2001 | 7/13/2007 |
Q: i am still working on printing my memorized invoices. you told me about running a transaction ...
A: I think that things have gotten set up incorrectly (which can be quickly corrected, but I should ...
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| Quick books pro 2001 | 7/10/2007 |
Q: one more question. i have entered about 10 accounts to try, also have memorized all the invoices for ...
A: The list of invoices that you saw were all the invoices that have been entered (not just memorized) ...
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| Quick books pro 2001 | 7/10/2007 |
Q: another question. when i go to make an invoice, i cant get the tax to come up on all items, if i ...
A: I'll work backwards on this one. A taxable customer can have items that aren't taxed (depending on ...
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| Quick books pro 2001 | 7/10/2007 |
Q: me again, i am memorizing an invoice & once i click on memorize & put in the frequency etc. it also ...
A: Its when the invoice will be recorded - remind me - it will remind you to record the invoice - you ...
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| Quick books pro 2001 | 7/10/2007 |
Q: it's me again, about the sorting of customers by account number or by name. you said in the 2007 ...
A: I guess I wasn't clear. 2007 has tabs inside of the customer file (address, additional info (type ...
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| Quick books pro 2001, sorting by name | 7/9/2007 |
Q: you advised that quickbooks pro 2001 can not easily sort by both acct number or name. if i purchase ...
A: Sorry it took so long to get back to you. Quickbooks 2007 can sort by either account number (its not ...
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| Freight-In | 7/8/2007 |
Q: is transpotation expense the same as freight-In? and what is their normal balance? ANSWER: Hello ...
A: No that is the correct debit (you do not have to capitalize expenses relating to the delivery of ...
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| Freight-In | 7/7/2007 |
Q: is transpotation expense the same as freight-In? and what is their normal balance?
A: Johnson, I'll need a little more information to give you a truly good answer. Where are you seeing ...
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| making an invoice | 7/5/2007 |
Q: me again, i have the quickenpro2001, i am trying to make an invoice, but cant put in my own price. ...
A: Yes you can enter new items as you do invoices, it will say that there is no such item, do you want ...
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| sorting customers | 7/5/2007 |
Q: i have 2 more questions, i have quickenpro 2001. 1) can you put something in each customer profile ...
A: I'm assuming that you mean Quickbooks Pro? That being said yes you can sort them by customer type. ...
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| inputing customer info & recurring | 7/5/2007 |
Q: i have talked with you before, i have quicken pro 2001, & i have set up the company info, & now i am ...
A: In answer to your question - yes you can memorize the invoice and say when you want it to post. ...
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| Quickbooks, etc. | 6/28/2007 |
Q: Actually, I was originally browsing AllExperts looing for advice on accepting credit card payments, ...
A: I'm guessing that you track your accounting on a spreadsheet, which is fine for a small side ...
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| record a tax penalty in QB | 6/27/2007 |
Q: I transposed 2 of the numbers on the FICA tax deposit coupon. The bank was unable to make the ...
A: Any penalites or interest would not be considered paart of the tax payable, but you would want to ...
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| customizing template | 6/27/2007 |
Q: i am trying to customize my invoice/template.(i have made a duplicate copy first as they instruct) ...
A: If I remember correctly, your using 2001. The current books out are for newer versions and they ...
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| A/R, A/P and Payroll | 6/26/2007 |
Q: I have clients that use QB for both A/R and A/P but report on the cash method for tax. I ased them ...
A: Sorry about missing the payroll Question Where are you seeing debit balances? Are you running a ...
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| record a tax penalty in QB | 6/26/2007 |
Q: I transposed 2 of the numbers on the FICA tax deposit coupon. The bank was unable to make the ...
A: I'm a little confused as to what happened at the bank when you took the payment in..... did they ...
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| networked computers | 6/26/2007 |
Q: so sorry, i will try to save up my questions next time. if we have our computers networked in the ...
A: Sorry I'm so slow today (my 90 yr old mom in law fell and we were at the hospital all day) You can ...
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| Tax rate by customer | 6/26/2007 |
Q: i am looking at Tax rate info, is there a way to put in the tax rate per customer, as we have some ...
A: Yes there is a way to handle this. You would set up two separate taxes one at the higher rate and ...
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| Quick books pro 2001 paying bills etc | 6/25/2007 |
Q: i forgot another question, i assume that i don't have to use the features to pay bills, write checks ...
A: No you don't HAVE to use those features, but to be honest, I would wonder why you wouldn't want to ...
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| Sales tax report | 6/25/2007 |
Q: i have talked with you before. i have a few questions. i am still setting up the quickbooks pro ...
A: Yes there is a report - it's called Sales tax liability and you can find it under the venders in the ...
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| How to handle investment accounts? | 6/22/2007 |
Q: My company maintains a two investment accounts containing a mix of equities, information on how best ...
A: I would use "other asset" accounts to track each separate brokerage account. I have to go an ...
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| How to handle investment accounts? | 6/22/2007 |
Q: My company maintains a two investment accounts containing a mix of equities, information on how best ...
A: On the interest and dividend the handling of them would be how they are disbursed. If you receive a ...
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| Quick books pro 2001 | 6/19/2007 |
Q: i had talked with you a while back about setting up Quickbooks pro 2001, i am finally trying to get ...
A: I'm guess that you got as far as saving the company file (this is one of the first steps) 2001 is a ...
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| How to account for cash backfrom a credit card in QuickBooks Pro 2007 | 6/13/2007 |
Q: My company has recently acquired an AmEx Simply Cash card. Every period that we make a purchase we ...
A: My error. Sorry. You would enter a credit card credit by doing the following Click on banking click ...
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| How to account for cash backfrom a credit card in QuickBooks Pro 2007 | 6/12/2007 |
Q: My company has recently acquired an AmEx Simply Cash card. Every period that we make a purchase we ...
A: When you go to deposit the check do the following (you should deposit this separately from your ...
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| Quickbooks Pro 2007 3User | 6/5/2007 |
Q: Can you run multiple companys on one program on different computers?
A: Your 3 user license permits you to install the program on three different computers - Each program ...
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| Estimate / Proposal | 6/4/2007 |
Q: In quickbooks I create an estimate, a sales order and finally an invoice. After the invoice, ...
A: CORRECTION - Mike, I went and tried this on the 2007 version - and the aging does not stop by ...
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| Estimate / Proposal | 6/4/2007 |
Q: In quickbooks I create an estimate, a sales order and finally an invoice. After the invoice, ...
A: Mike: I'm a bit confused Quickbooks Pro does not give you the option of creating sales orders (this ...
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| Quickbooks Pro 2005-Setting up Budget | 5/30/2007 |
Q: I need to set up a budget in QB Pro 2005 so I can see how the monthly spending is lining up with the ...
A: To set up a budget you will need to do the following At the top of your Quickbooks window Click on ...
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| Quick Books 2004 Premier 2004 | 5/27/2007 |
Q: I have paid $500 from a credit card as a cash wages advance, how do I record it so that it reflects ...
A: If you are using the Quickbooks payroll module - you will need to set up a payroll item called cash ...
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| QuickBooks payroll clergy compensation | 5/24/2007 |
Q: I use QuickBooks payroll in a church setting. Do you have any suggestions in how to set up clergy ...
A: You would set the clergy compensation up as an other addition by doing the following I am assuming ...
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| Quickbooks aging in accts payable | 5/23/2007 |
Q: The aging dates in the vendor aging reports only calculate on a 5 day period. Is there a way to ...
A: Sorry about the misunderstanding. To explain the agin on bills, Quickbooks ages from the DUE date, ...
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| Quickbooks aging in accts payable | 5/22/2007 |
Q: The aging dates in the vendor aging reports only calculate on a 5 day period. Is there a way to ...
A: to change the aging period on an accounts payable aging report do the following click on reports ...
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| washington B&O tax | 5/22/2007 |
Q: I am using QB Pro 2007 and would like to know how to set up Washington State's B&O tax. It is not ...
A: You will not be able to track on the sales invoices or cash slips. To track it you will need to set ...
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| Quickbooks aging in accts payable | 5/21/2007 |
Q: The aging dates in the vendor aging reports only calculate on a 5 day period. Is there a way to ...
A: Which quickbooks version are you using - you should be able to set the interval level right in the ...
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| QuickBooks Pro2007 | 5/18/2007 |
Q: I just got a new computer. I bought QuickBooks Pro2007, installed it, added my backup from my ...
A: Question 1 To get into your old computer - you should just have to set it back up (ie attach ...
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| QBooks Pro 2007 | 5/15/2007 |
Q: I just installed QB Pro 2007 and did the conversion with my 2004 company files. Why does QBooks ...
A: Quickbooks has added an element that allows your accountant or advisor to access your files via the ...
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| Mutual Funds | 5/15/2007 |
Q: How do I account for a mutual fund investment. The value will vary from month. How are the ...
A: One more question for you Are you using quickbooks for personal (not a business)accounting? If this ...
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| Batch Deposits | 4/25/2007 |
Q: I have a quesiton about desposits. I am trying to make a deposit into quickbooks. From my company to ...
A: if you haven't set up your taxable preferences and charge sales tax you need to set that up first ...
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| Batch Deposits | 4/24/2007 |
Q: I have a quesiton about desposits. I am trying to make a deposit into quickbooks. From my company to ...
A: Are you using invoices to track sales? If so you would record the payment under customers and then ...
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| Quickbooks Sales Tax | 4/21/2007 |
Q: "I have created a Sales Tax Group but when I try to add it as a item in the invocie I do not see it ...
A: The sales tax will appear on the invoice as a separate item on each invoice. By default it is added ...
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| Quick books pro 2001 | 4/13/2007 |
Q: i had talked with you before about using this version of Quick books Pro 2001, but have decided to ...
A: To find out if you have service pack 2 for windows xp you have to go to your control panel and open ...
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| quick books & sales tax | 4/12/2007 |
Q: another question i forgot to ask, will the Quickbooks Pro 2001 calculate sales tax. as the Dilloware ...
A: Yes Quickbooks will calculate sales tax (even multiple sales tax items) and give you a report on ...
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| Several QuickBooks Questions | 4/12/2007 |
Q: We are using Quickbooks for our wholesale sales. We would like to have a mobile application able ...
A: Question 1) - what program are you importing from? Question 2) mobitechsystems.com is a third party ...
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| print option on invoices | 3/28/2007 |
Q: By default, whenever I open a new invoice on QB 2006 Pro, the print checkbox is already checked. Is ...
A: Quickbooks saves your print preference with each invoice saved. If you normally print your invoices ...
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| Quicken 2001 | 3/16/2007 |
Q: I am currently running quicken on an old computer that has windows 98. I want to put it on a new ...
A: Although I am not an expert on Quicken, this is not really a technical question on the working ...
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| invoicing program | 3/14/2007 |
Q: we purchased Quick books pro 2001, but never even got to install it, it seemed very complicated. ...
A: Yes you could install 2001, the updates would not be available for it since they quit supporting ...
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| invoicing program | 3/14/2007 |
Q: i am looking for an invoicing program that has an ability to do recurring invoicing. the program we ...
A: Quickbooks pro would be the answer for you. It will not on give you have the ability to set up ...
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| Recording transactions for Sales Tax Liability | 3/13/2007 |
Q: First I'd like to thank you again and again and again for all of the help you gave me last month ...
A: First - your more than welcome - I'm happy to be able to help you learn the ins and outs of ...
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| the right software? | 2/24/2007 |
Q: We own 2 vacation rental condos. All my bookkeeping is in a little black book. Is there a SIMPLE ...
A: Although it technically wouldn't handle the actual reservations, Quickbooks Pro would give you the ...
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| QuickBooks cheque printing | 2/20/2007 |
Q: I would like to print the cheque number on the cheque when I print the cheques. I'm using the ...
A: I'm sorry to say that there is no way to have the check number printed. Since the checks are ...
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| Quickbook Inventory Question | 2/16/2007 |
Q: HUGE thanks for taking the time to respond to my question, and so quickly. I will use the correct ...
A: It can be done - the only thing you would have to be careful of is previous years that have already ...
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| Quickbook Inventory Question | 2/15/2007 |
Q: I use Quickbooks Pro 2005 and have gotten myself into a bit of a mess. I'm very novice in QB as well ...
A: First to get you back on track Your inventory items are set up correctly? Ie as inventory items , ...
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| Quickbooks Pro 2006 LOC | 1/29/2007 |
Q: I am currently using Quickbooks Pro 2006. How do you record a transfer or advance of funds from the ...
A: You should have the LOC set up as a credit card account. this will keep the the liability amount at ...
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| Name Change | 1/29/2007 |
Q: Sole prop. They sold business and computer to us and now we need to change the invetory and tax ID ...
A: ok that helps If your just going to run the company as is without combining the two sets of books, ...
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| QuickbooksPro2000 | 1/18/2007 |
Q: Is it possible to Email invoices directly from QuickbooksPro 2000? I've tried everything. Thank ...
A: I'm sorry to say that the email invoice option is not available in Pro2000. You would have to print ...
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| Savings Goal | 1/15/2007 |
Q: I switched to Quickbooks about 5 years ago from Quicken at the request of my accountant. I set up 1 ...
A: Although I'm an expert on Quickbooks, I'm not familiar with Quicken. I not sure that I know what a ...
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| Printing a simple budget | 1/12/2007 |
Q: In my previous version of Quicken (98)I could print a simple budget which listed the categories and ...
A: I am not an expert in Quicken, but if it's the same as Quickbooks, there should be an option at the ...
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| Quicken Pro | 1/8/2007 |
Q: I am a vet and I run my business at my farm. I used to do all my bookkeeping on paper, and finally ...
A: It can do all of that and more (ie payroll inventory (of meds etc). The most important thing is to ...
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| Quickbooks accounts payable | 12/8/2006 |
Q: When multiple invoices have been paid with one check and the check in the register shows accounts ...
A: I can understand how confusing this can be, but the check book register is correct to show accounts ...
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| Changing COGS in previous Sales | 12/7/2006 |
Q: he set up the new product and multiple invoices have been paid prior to this discoveryMy husband set ...
A: My apologies for not answering sooner. You can do an inventory adjust for the date that the item was ...
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| QBooks 2006 Contractors Premier Edition | 12/6/2006 |
Q: I am the tech support for ANVI Builders and I have a client that wants to just a specific page of a ...
A: After you bring up the report click on print in the report window and then on preview (the preview ...
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| Quickbooks Line of Credit Issues | 12/6/2006 |
Q: I saw a question on the allexperts webpage where someone else had asked a question that was simular ...
A: If you have set the LOC up as a credit card account, you would make a deposit into your bank account ...
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| Quickbooks Line of Credit Issues | 12/5/2006 |
Q: I recently acquired an account that has a line of credit. I don't quite understand how to record ...
A: Think of a Line of Credit as an unused liability. I set up the LOC as a credit card, charges (ie ...
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| inventory valuation | 12/1/2006 |
Q: I am using QB Premier Wholesale & Manufacturing 2005. I am having a problem with inventory that I ...
A: no it has more to do with the way Quickbooks handles inventory. It removes it as an average amount ...
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| Quickbooks Pro Chart of Accounts | 11/30/2006 |
Q: No, I am not using the Non Profit version. I am using QuickBooks Pro 2007.I am going to switch from ...
A: You shouldn't have any problems converting - Quickbooks allows you to have acccount numbers and a ...
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| inventory valuation | 11/27/2006 |
Q: I am using QB Premier Wholesale & Manufacturing 2005. I am having a problem with inventory that I ...
A: I would make the adjustments in Quickbooks, exporting the items and reimporting will cause issues ...
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| Custom reports | 11/13/2006 |
Q: Version: Quick Books Pro, 2006. I would like to produce monthly income statements (Profit/Loss) ...
A: Your budget reports should do all of this for you. It sounds as if you've set up your budgets ...
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| Mistake: Change an account type | 10/30/2006 |
Q: In an effort to set up quickly I entered one account with the wrong account type it was suppose to ...
A: First I need to know what Software version you are using. If you are using Pro2006, it should let ...
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| Receipt Printer | 10/10/2006 |
Q: I am currently using QuickBooks 2006. I want to print the sales receipt with my Star TSP100 receipt ...
A: I"m sorry to say that it is one of the flaws of Quickbooks, the paper size does not automatically ...
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| Entering Personal expenses into Quickbooks | 9/30/2006 |
Q: My husband started a business in Jaunary as a sole proprietor. In June, he became an S Corp. Since ...
A: First the personal checkbook and sole prop. Any bills paid for the corp would be loans to the corp ...
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| Quick Books adding a custom field | 9/24/2006 |
Q: but I still am not sure how to show the customer what the cost per unit is without making them look ...
A: If you put the check marks in the columns that I told you. The estimate will print with the ...
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| Quick Books adding a custom field | 9/23/2006 |
Q: I was wondering if you could explain to me how I can put a unit cost column on an estimate form. By ...
A: First we'll have to start with the items. I'm going to give you an example of what I think you're ...
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| Melding 2 companies into one | 9/6/2006 |
Q: It was set up this way to keep the trust money-most of which is not ours, from showing up in ...
A: If your accountant is comfortable with the trust money merged with your business money then these ...
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| Melding 2 companies into one | 9/4/2006 |
Q: I use Quick Books Pro 06. It was set up as 2 different companies, one for my trust accounts and one ...
A: Did your CPA set the books up for you? If so, I would ask him why he set them up the way he did. ...
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| Processing a credit for returned merchandise | 8/9/2006 |
Q: I use Quickbooks Pro 2004. I purchased an item from a vendor on a credit card. I returned the ...
A: Cathy this may have to do with you chart of accounts. You can check to make sure the name of the ...
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| 1099 | 7/31/2006 |
Q: Karen, At what dollar amount am I required to issue a 1099 to a supplier of casual labor? Thank ...
A: Pat $600.00. At $599.99 you don't need to send one, Quickbooks will print out a report with the ...
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| Partnership Equity | 7/27/2006 |
Q: In quickbooks Simple start. How do I post partners equity and when I make a purchase how do I post ...
A: I would suggest depositing money into the partnership checking account to make the purchases. You ...
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| Should I use QuickBook Premier 2006 or Premier Retail 2006 Edition? I own a restaurant busines | 7/24/2006 |
Q: I just bought Quickbook Premier 2006, which contains industry specific editions, one of which is th ...
A: The major difference is in the reports, but I would suggest that you use the retail version, as this ...
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| Quickbooks | 7/20/2006 |
Q: Karin, AllExperts has a limit on the size of teh correspondence and we ran out of room on our last ...
A: Charlie, you would enter it as a deposit the name would be the company giving the refund the account ...
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| basic input | 6/28/2006 |
Q: Karin, thanks for the quick turnaround and the VERY thorough answer. I have been working with your ...
A: I'm glad I could help and we'll get this whole thing straightened out and running as smooth as a ...
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| Quickbooks Short Year | 6/26/2006 |
Q: Want to change our company's year from calendar to fiscal year in Quickbooks. Will have a "short ...
A: I would first open the current company file of Quickbooks after opening click on File, then ...
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| basic input | 6/26/2006 |
Q: I have a small bagel busines and had been using an eXcel spreadsheet to track income and expenses. I ...
A: A few questions: Did you use the easysetup wizard to set up your quickbooks? on your chart of ...
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| checking account numbers | 6/16/2006 |
Q: I have Quicken Basic installed on my computer. I want to write checks but the banking information ...
A: Although I only work with Quickbooks, I'm pretty sure that Quicken works the same way. You will have ...
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| Bad debt | 5/17/2006 |
Q: I haven't been working with Quickbook that long. The verison I using is Manufacturing above Pro. ...
A: FirstWriting off an old unpaid account. The first thing you will need to do is set up a new item in ...
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| Invoice | 5/9/2006 |
Q: I would like to create an invoice template that includes Contract Amount, Paid to date, Invoice ...
A: My apologies for not answering your response promptly. There must have been a server error, when I ...
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| 50% deposit invoice | 5/3/2006 |
Q: I am trying to send out an invoice to a customer for a 50% deposit prior to any services being ...
A: Before creating the invoice you will need to do two things. 1. Click on Lists, Click on Chart of ...
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| Quicken Basic 2006 | 4/7/2006 |
Q: I'm using Quicken Basic 2006 and Windows XP Home edition installed on new computer system in Dec 05, ...
A: I'm not well versed in Quicken, so I don't think I can help. You might want to go to the E drive and ...
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| Writing off bad debt | 3/31/2006 |
Q: Followup To Question - ------------------------- Answer - Myles, You are using QuickBooks Pro ...
A: I would use the other group, if you use the discount it would have put onto the already created ...
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| Writing off bad debt | 3/31/2006 |
Q: Answer - Myles, You are using QuickBooks Pro 2006 correct? Karin Hi Karin, No, I'm using ...
A: Karin Ahhh, well that was what I surmised when I saw the receive payments layout. What you will ...
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| Writing off bad debt | 3/30/2006 |
Q: I'm hoping you can advise on a problem I'm having using Quickbooks Pro V6 I need to write off a bad ...
A: Myles, Double check the customer register to be sure the discount registered. If it did the account ...
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