The QuickBooks© Tune Up & Reporting Specialists
Coinciding with the release of QuickBooks 2012, Intuit is making a variety of changes to QuickBooks Attached Documents, a cloud-based document storage system that has been available as an extra-cost add-on for users of QuickBooks 2010 and QuickBooks 2011. For QuickBooks 2010, Intuit’s document storage feature was called QuickBooks Document Management, and the changes impact [...]
QuickBooks Attached Documents addresses the need for security by providing 4 levels of application permissions across 8 areas of QuickBooks functionality under an account overseen by a single user. Users log into Intuit’s secure servers using an email address and password. While we’re on the subject of security, there’s one small drawback: the password is [...]
QuickBooks includes a variety of keyboard shortcuts to make your use of the program easier and faster. We’ve compiled them into a single sortable and searchable list, shown below. All of these shortcuts are based on QuickBooks for Windows. Here are a few pointers on making the best use of keyboard shortcuts: Our list is [...]
From time to time, you may find that you’ve attached a document to the wrong list item or transaction when using QuickBooks Attached Documents. It’s easy to unattach a previously attached document in QuickBooks Attached Documents once you consider some Attached Documents basics: Unless you want to remove a document from online storage, you can [...]
With the introduction of QuickBooks 2011, Intuit rolled out a new cloud-based document storage service: QuickBooks Attached Documents. QuickBooks Attached Documents allows a QuickBooks user to attach an unlimited number of documents to a transaction or list item and store the attachments on Intuit’s secure servers. It replaces the Document Management service introduced with QuickBooks [...]
The source of foreign exchange rates in QuickBooks is Wall Street On Demand, a company that provides data and tools to the financial services industry. The question on data source for foreign exchange rates often arises out of a misunderstanding of how rates downloaded by QuickBooks should be used. These rates are only a guide, [...]
An Inventory Part is one type of Item and is maintained on the Lists->Item List menu selection. See our article on all of the Item types supported by QuickBooks for more information. Generally speaking, Items are designed to pre-fill invoicing and purchasing forms. An Inventory Part represents an item that your firm keeps on hand [...]
By default, QuickBooks shows the most recent 2 company files you’ve opened in QuickBooks, but this number can be easily changed. The program can display up to 20 companies. The most direct way to change it is to first open a company file, and then click on the Set number of previous companies… on the [...]
QuickBooks 2011 now supports 2 vendor addresses; prior versions of QuickBooks supported only 1. The Shipped From Address field is used on vendor purchase orders. The Billed From Address is used on bills and bill credits, and this address will appear when printing a check to the vendor. In effect, the Billed From Address is [...]
For QuickBooks 2011, Intuit improved the Paid stamp to reflect the date the customer invoice was paid, as shown in the screenshot below. Unfortunately, a Paid stamp is also applied to vendor bills, and that stamp does not reflect the date the bill was paid.
Yes, it did. For QuickBooks Pro versions prior to QuickBooks Pro 2011, a multi-user configuration could consist of up to 5 users. For QuickBooks 2011, that has been reduced from 5 users to 3. The maximum number of users allowed under QuickBooks Premier 2011 remains unchanged at 5. However, because QuickBooks Pro and Premier share [...]
For QuickBooks 2011 and Enterprise Solutions 11.0, Intuit added a History tab to several key windows in QuickBooks: Enter Bills Create Purchase Orders Create Item Receipts Create Invoices Create Credit Memos/Refunds Enter Sales Receipts Unfortunately, it’s not included on the Receive Payments window. The History tab can be quickly opened and closed, and shows a [...]
Yes. According to Intuit: Effective September 16, 2010, all QuickBooks Online subscribers who cancel their service agreements will have their QuickBooks Online company data converted to a read-only format, which will remain accessible for 15 days from the date of cancellation. This change will impact customers activating new QuickBooks Online subscriptions, starting September 16, 2010, [...]
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