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 Can I Display a List of All Names?

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 […]

How Do I Export Transactions from QuickBooks?

QuickBooks supports 2 methods to export transactions: The Export… button on the Find window Exporting from a Center, such as the Customer Center The first method supports exporting a transaction type for more than 1 customer, vendor, or employee. This is appropriate where you need to analyze or exchange a broad but filtered set of […]

What’s the Best Way To Track Affiliate Sales in POS?

Sales by affiliates are an increasingly common phenomenon, especially in online sales. Typically, these sales need to be tracked much like sales by a commissioned salesperson, both to monitor the commission to be paid to the affiliate and to track the effectiveness of that marketing channel. We recommend using 1 of 2 methods to track […]

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 Data Is Exchanged Between POS and QuickBooks Financial Software?

When you enable the company preference Use with QuickBooks Financial Software on the Edit->Preferences->Company->Financial menu, certain information is exchanged between POS and QuickBooks financial software. Exchanges take place by initiating the exchange from POS by clicking on the menu Financial->Update QuickBooks. The results of a successful exchange are shown below. The Financial Exchange window summarizes […]

How Do I Resolve a Paycheck That Incorrectly Calculates Payroll Taxes?

If this is the first time you’ve run payroll or issued a paycheck to this employee, it’s likely that incorrect payroll tax calculations are due to an incorrect setup. This article addresses the situation where previously issued paychecks to a given employee contained correct tax calculations, but a new attempt to produce a paycheck shows […]

How Do I Update My Payroll Software?

To update your QuickBooks payroll software, visit the Get Payroll Updates menu selection on the Employees menu. We recommend downloading the entire update, so be sure to select the radio button Download entire payroll update. Click the Update button. QuickBooks will begin the update process and will show a series of Payroll Update windows similar […]

Why Does Pay Scheduled Liabilities Show No Liabilities When Liabilities Do Exist?

We’ve seen cases where payroll liabilities are missing from the Pay Scheduled Liabilities block on the Payroll tab of Employee Center but the company has actual payroll tax liabilities. The screenshot below shows where all payroll tax liabilities should appear, but sometimes liabilities are missing. Typically, payroll tax liabilities can be confirmed by the Payroll […]