computerHELP! - QuickBooks

Using Custom Fields

Wed, 06 May 2009 09:34:00 -0400

Custom fields let you add to the information that QuickBooks (QB) tracks about customers, vendors, employees, and items. [More]

An Essential Step for New QuickBooks Users

Wed, 01 Apr 2009 09:36:00 -0400

If your company or organization is new to QuickBooks, you must know that your accounting records are not complete until you enter the transactions between the QuickBooks start date you have chosen and the current date, if any. There are two ways to do this. [More]

Creating a New QuickBooks Data File

Wed, 04 Feb 2009 14:16:00 -0400

There are five ways to create a new QuickBooks data file. [More]

Accessing Your QuickBooks File From Anywhere

Wed, 28 Jan 2009 14:15:00 -0400

Are you a small business owner whose bookkeeping is handled by an external bookkeeping service? Would you like to retain control of your checks, but don't want to pay the bills yourself? If you're tired of passing your QuickBooks file from your office to your bookkeeper to your accountant, this article is for you. [More]

How to Choose a Start Date

Wed, 10 Dec 2008 18:11:00 -0400

An important decision you need to make before you create the data file is what is the appropriate start date--the date on which QuickBooks (QB) begins tracking your company's financial transactions. [More]

QuickBooks' Item Types

Wed, 03 Dec 2008 18:02:00 -0400

In QuickBooks (QB), items are the goods or services bought and sold in the course of doing business. QB uses items to link sales and purchases to accounts in the chart of accounts. Any line item on a sales or purchase form must be set up on the item list. To get the most from QB, it is crucial that you understand items. [More]

Customer, Job, and Vendor Types

Wed, 08 Oct 2008 11:54:00 -0400

Classifying customers, jobs, and vendors by type can add more dimension to the information you obtain from QuickBooks (QB). [More]

Tracking Income and Expenses From Separate Business Segments

Wed, 17 Sep 2008 11:46:00 -0400

The Classes feature in QuickBooks (QB) allows you to track income and expenses for separate segments of your business. These segments might be departments, business locations, profit centers, funds, phases of completion, or something else. [More]

Making it Easy: QuickBooks Preset Chart of Accounts

Wed, 10 Sep 2008 11:37:00 -0400

QuickBooks (QB) provides multiple sets of preset Charts of Accounts. Each set is designed for a specific industry. In this article, we'll review how to use and customize these when you're setting up your company data file for the first time. [More]

Keeping QuickBooks Updated

Wed, 03 Sep 2008 11:29:00 -0400

As outlined in last week's article, to keep your QuickBooks data file safe from hackers it's important to have the latest maintenance releases installed. There is more than one way to do this. [More]

Versions vs. Releases: Which do you need most?

Wed, 27 Aug 2008 08:00:00 -0400

In this article, I'll explain the difference between QuickBooks (QB) versions and QB releases. I'll also explain which of these your QB software should always have. [More]

QuickBooks File Running Slow?

Wed, 20 Aug 2008 19:40:00 -0400

If your QuickBooks (QB) file is slower than molasses pouring in a blizzard, you may have exceeded its limits. [More]

Syncing Files Between Desktop and Laptop

Tue, 15 Jan 2008 12:55:00 -0400

Switching back and forth between a desktop computer and a laptop can be tricky if you don't know about tools that allow you to easily accomplish this. One such tool is Microsoft's free SyncToy application. [More]

What are These Pesky Update Messages?

Fri, 30 Nov 2007 12:07:00 -0400

Your QuickBooks company file will contain a lot of confidential information about your vendors, your customers, and especially your business. [More]

If it is Not a Backup, Then What is A Portable Company File?

Mon, 26 Nov 2007 11:06:00 -0400

In QuickBooks, a Portable Company File (PCF) is a copy of your QuickBooks data that you make for your accountant to use. You can also create a PCF, take it to another computer and work on it, and then bring it back to your office and restore it to QuickBooks. [More]