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 […]
How Do I Add a New Loan To Loan Manager?
To add a new loan to Loan Manager, there are some preliminary steps to make before running Loan Manager: Evaluate if this is a loan that Loan Manager can track. Loan Manager doesn’t track interest-only loans, so if your loan requires you to make regular payments of interest over time and the entire principal in […]
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 […]
How Do I Enable Automatically Invoicing Customers For Reimbursable Expenses?
The first step to automatically invoice customers or clients for reimbursable expenses is to set a QuickBooks preference. For more information on handling reimbursable expenses, see our related articles on what distinguishes a reimbursable expense from other expenses, invoicing a customer for reimbursable expenses, removing expenses from the list of billable expenses to be invoiced […]
Does QuickBooks Have Limits On the Number of List Items and Transactions That Can Be Entered?
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 […]
What Are Special Account Types?
QuickBooks maintains approximately 13 different Special Account Types. These types are assigned to individual accounts in a company’s chart of accounts. The assignment of a Special Account Type to an account permits that account to carry out a special function. AccountsReceivable UndepositedFunds InventoryAssets AccountsPayable PayrollLiabilities OpeningBalanceEquity RetainedEarnings UncategorizedIncome CostOfGoodsSold PayrollExpenses UncategorizedExpenses Estimates PurchaseOrders Special Account […]
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