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 […]

How Do I Change the Number of Companies Displayed When Starting QuickBooks?

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 […]

What Are the Service Changes for Exchanging an Accountant’s Copy In QuickBooks 2011?

Beginning with QuickBooks 2011 and Enterprise Solutions 11.0, accountants and their clients that need to exchange Accountant’s Copy files via Intuit’s secure servers will incur a fee of $9.95 per year. Users can continue to exchange files using email other than QuickBooks Email or using a physical device, such as a USB drive. Users of […]

How Does an Accountant Work With Client Data In an Accountant’s Copy File?

The Accountant’s Copy file in QuickBooks is an easy way for a company to transfer data to a third-party, such as an accountant.  In an article on our blog, we’ve described how a company can easily transfer an Accountant’s Copy export file (.QBX) to us using Intuit’s secure servers.  This file could be delivered via […]

What If a Client Working With an Accountant’s Copy Import File Receives a Message That the Import Failed?

Sometimes, a client working with an Accountant’s Copy import file (.qby) may encounter a problem when attempting to import an accountant’s changes. In QuickBooks 2009, the import process will successfully import those changes and transactions that can be made, leaving those changes or transactions that produced an error condition.  In earlier versions of QuickBooks, processing […]

How Does a Client Import an Accountant’s Work From an Accountant’s Copy Import File?

To import an accountant’s work prepared in an Accountant’s Copy import file (.QBY), the first step is to receive and save the .QBY file on your computer.  Given the small size of most .QBY files, this file is normally transmitted via email. For background, use of an Accountant’s Copy in QuickBooks is an easy way […]

How Does an Accountant Working With Client Data From an Accountant’s Copy File Return Completed Work To a Client?

The approach you use to return completed work to a client depends on which way you opted to work with the Accountant’s Copy export file (.QBX) file at the outset.  Intuit does not provide electronic communications to transmit completed work to a client however you chose to work with the file initially.  The simplest electronic […]

How Can I Improve the Performance of QuickBooks?

QuickBooks is a complex program that processes a lot of data.  As data is added to a QuickBooks company file (.qbw), loading and processing times increase.  Within the program, slower processing is usually seen when performing tasks that involve the entire company file, such as running utilities or preparing reports.  Since QuickBooks is typically used […]

What Are Sources and Targets?

Sources and targets are important concepts to understand reporting in QuickBooks and use of the Advanced Find function. Sources and targets are terms assigned by Intuit to describe transactions. In most instances, the source of a transaction is the summary or total of the transaction.  For example, the source of a check includes the amount […]

How Do I Resort Lists?

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 […]