The QuickBooks© Tune Up & Reporting Specialists
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 [...]
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 [...]
QuickBooks 2011 and Enterprise Solutions 11.0 include a new Collections Center that enables you to quickly and selectively send bulk emails to customers with overdue or almost due invoices. To access the Collections Center, start by opening the Customer Center, then click on the Collections Center link at the top of the window. The Collections [...]
Yes. Starting with QuickBooks 2011 and Enterprise Solutions 11.0, in addition to Outlook and QuickBooks Email, QuickBooks users can choose to send forms, such as invoices or statements, via web-based email systems, including: Gmail Hotmail/Live Yahoo Other SMTP email Here’s a screenshot of the Send Forms sub-menu of the Edit->Preferences menu selection: Users of versions [...]
Making changes to the windows of QuickBooks is easy. Let’s use the Create Invoices window as an example. By default, this window shows just 2 invoice lines. In this article, we’ll change the default look. An important point to keep in mind is that you should not close the Create Invoices window until you’ve completed [...]
A sales tax item is a special type of Item, the list of goods and services that you sell. It is used to specify the sales tax rate and the tax authority collecting it that will be charged on each invoice. See our article on all of the Item types supported by QuickBooks for more [...]
A Sales Tax Group is a type of Item that is maintained on the Item List. It’s used to combine multiple Sales Tax Items (which are themselves another type of Item) into a single sales tax charge on a customer invoice. See our article on all of the Item types supported by QuickBooks for more [...]
A sales tax code is a list item that is used to set the overall taxable or non-taxable status of both customers and items (goods or services). You should use sales tax codes to identify a customer, such as a reseller, from which you don’t collect sales taxes, or to identify goods and services that [...]
The first step to collect and track sales tax in QuickBooks is to enable the preference to do so. On the Edit->Preferences menu, select the Company Preferences tab on the Sales Tax submenu. Click Yes on the Do you charge sales tax? preference. Once the preference is set, you use: sales tax codes to specify [...]
Online Edition (OE) is available in 2 versions: Basic and Plus. It offers 3 powerful features: lower up-front software costs resulting from less expensive, on-demand pricing reduced burden for installation, maintenance, and support rapidly scalable access to your accounting data when and where you need it Generally speaking, OE does not offer the full feature [...]
In QuickBooks Premier and Enterprise Solutions, in order to use Sales Orders, you first have to enable them in Preferences. To do that, choose Preferences from the Edit menu. Next, choose Sales & Customers from the Preferences menu and check Enable Sales Orders. Once this preference is selected, you can configure how QuickBooks handles sales [...]
While the basic data file format is the same for both QuickBooks Pro and Premier, there are a number of features included with Premier that are missing from the less-expensive Pro. The introduction of QuickBooks 2011 further changed the list of differences between Pro and Premier. For new features introduced with the 2011 version, QuickBooks [...]
Intuit offers 3 payroll services for companies: Basic Payroll, Enhanced Payroll, and Assisted Payroll. There’s also a 4th payroll service, Enhanced Payroll for Accountants, targeted to accounting professionals providing services to clients. Intuit provides an online PDF to compare its various payroll services. We prepared our own feature and cost comparison of QuickBooks payroll services [...]
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