What Is the QuickBooks Migration Policy?

The QuickBooks migration policy is Intuit’s policy to provide a free upgrade to a soon-to-be-released version of QuickBooks to those customers who purchased the currently shipping version very close to the new version’s introduction.  The free migration period is about 60 days. Typically, Intuit releases a new version of QuickBooks in the last week of […]

QuickBooks Keyboard Shortcuts

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 […]

Did the Multi-User Capability of QuickBooks Pro Change For 2011?

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 […]

What Does the New Collections Center In QuickBooks 2011 Do?

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 […]

Does QuickBooks 2011 Offer New Ways To Send Forms?

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 […]

How Do I Change an Onscreen Form Such As Create Invoices To Show More Line Items?

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 […]

What Is a Sales Tax Item and How Should I Use One?

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 […]

What Is a Sales Tax Group and How Do I Create One?

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 […]

What Is a Sales Tax Code and How Should I Use One?

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 […]

How Do I Collect and Track Sales Tax?

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 […]