The QuickBooks© Tune Up & Reporting Specialists
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 [...]
Lists are one of the foundations of QuickBooks, and from time to time they can become out of order. That’s when they need to be resorted. Some common indicators that it’s time to resort your lists include: the list itself is out of order an element is missing new entries in a list appear at [...]
QuickBooks maintains a Vehicle List and can track the mileage for those vehicles, as well as help to charge customers or clients for mileage recorded. The Vehicle List tracks 3 simple pieces of information about a vehicle: the name, the description, and the active status. To manage the Vehicle List, click on the Lists->Customer & [...]
In QuickBooks, Customers, Customer:Jobs, Vendors, and Employees are called Names. In transaction entry screens, the selection of a Name is filtered to include only the type of Names normally associated with that transaction type. For example, when entering a Vendor Bill, the selection of a Name is filtered to only include Vendors. Sometimes, it’s helpful [...]
You can merge two General Ledger (GL) accounts in QuickBooks, but there are a few important considerations: merging accounts can only be performed in single-user mode; the reconciliation status of each transaction in a balance sheet account is preserved in the merge; once you merge 2 accounts, you can’t reverse or undo it; you can [...]
According to Intuit, the error “Runtime Error! Program: C:Program FilesIntuitQuickBooks [Year]qbw32.exe R6025 – pure virtual function call” can occur when opening or closing QuickBooks. Here’s a screenshot of the actual error message: The exact cause or this error hasn’t been determined. Intuit recommends these steps to reduce the chance of this error recurring: shorten any [...]
Yes. There are 2 kinds of limits: physical and practical. Let’s consider each in turn. QuickBooks faces these physical limits: 2 billion transactions 10,000 accounts in the GL chart of accounts 14,500 names (customers, vendors, employees, and other names – combined) 14,500 items (which include inventory items) 10,000 classes 100 price levels The above list [...]
In QuickBooks a group item is a specific type of Item that is used to quickly enter a bundle of individual items that are typically bought or sold together where tracking the detail on individual items is desired. See our article on all of the Item types supported by QuickBooks for more information. It is [...]
In QuickBooks an inventory assembly item is a specific type of Item that is the result of putting together a new inventory part out of a bundle of individual items to enable tracking finished goods separately from individual components. Normally, an inventory assembly item is used when separate raw materials are assembled, packaged, and sold [...]
A Payment Item is a type of Item maintained on the Item list, which is accessed on the Lists->Item List menu selection. See our article on all of the Item types supported by QuickBooks for more information. A Payment Item is used to record a partial payment on an Invoice or Statement made before the [...]
Service Items are one type of Item and are 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. Service Items normally include charges for labor or professional fees that your firm [...]
The Clean Up Company Data… utility performs 2 functions: selectively summarizes closed transactions by creating new general journal entries by month and deletes the summarized transactions selectively removes unused list items, including accounts, items, customers, vendors, other names, and To Do notes The Clean Up utility can accomplish several important goals: improve performance by reducing [...]
When the Clean Up utility is run, the effects on a company file (.qbw) can be significant. The goals of the Clean Up utility are to shrink the company file size and to make using that file more efficient. These gains come with some trade-offs. Important considerations when using the Clean Up utility are: Transaction [...]
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