Quickbooks, Bookkeeping and Accounting Blog

You can set the QuickBooks Home page to show up when you open QuickBooks, or turn it off if you don’t want to see it every time you open your QuickBooks company file.
On the QuickBooks Edit menu, click Preferences.

From the list on the left, click Desktop View and select the My Preferences tab. Then check […]

[Read more →]

QuickBooks provides a conversion tool which enables you to directly and easily convert Peachtree data folders to QuickBooks company files. In the conversion process your Peachtree data is converted to a new QuickBooks company. Your original Peachtree data files are not changed.
The Requirements
In order to convert Peachtree files to QuickBooks company files, you must meet […]

[Read more →]

I added 5 QuickBooks tutorials recently, all of which deal with QuickBooks backups and portable company files. Each tutorial covers a specific topic and includes pictures and a brief discussion of things to think about. Links to these QuickBooks tutorials follow:

Backing Up Your QuickBooks Company File When Closing QuickBooks
Schedule Automatic Backups of Your QuickBooks Data
Restoring […]

[Read more →]

The recommended method for giving your accountant access to your QuickBooks company file is via an Accountant’s Copy, which allows you to continue to work in QuickBooks while your accountant makes changes to your QuickBooks file.  You can then import the changes your accountant made into your company file. For information on using the Accountant’s […]

[Read more →]

Restoring a QuickBooks portable company file is similar to the process of restoring QuickBooks backup files, but even easier.
The instructions below walk you the process of restoring your QuickBooks portable company file:
The first thing to do is to select Open or Restore Company from the QuickBooks File menu.

Then select Restore a portable file (.QBM) and […]

[Read more →]

If you need to email a version of your QuickBooks company file to your accountant or to someone else, the way to do it is via a QuickBooks Portable Company File.
The instructions below will guide you through the process of creating a QuickBooks portable company file:
From the QuickBooks File menu select Save Copy or Backup.

In […]

[Read more →]

Restoring a QuickBooks backup file is easy. The only mistake you have to be careful not to make is to restore the wrong file. Fortunately, if you do restore the wrong QuickBooks file, you can just try again, making sure to select the most recent QuickBooks backup file.
The instructions below walk you the process of […]

[Read more →]

The instructions below guide you through the process of backing up QuickBooks on a regular basis, such as at a regular time and day each week.
From the QuickBooks File menu select Save Copy or Backup.

Select Backup Copy and click Next.

Select Local backup and Options (assuming you haven’t already done so).

Choose the folder you want to […]

[Read more →]

In January Intuit announced Quicken for the iPhone, prompting QuickBooks Online users to ask whether or not they would be able to access their company data via the iPhone. Intuit responded. QuickBooks Online users can now access their company data from anywhere using their iPhones.
To access your company data in QuickBooks Online:

Go to https://accounting.quickbooks.com/m from your iPhone.
You […]

[Read more →]

Intuit recommends backing up your QuickBooks file daily. Depending on the amount of data you enter, this may be more than necessary. However, there is no question that you want to back up regularly. Fortunately, creating a backup copy of your QuickBooks file is easy.
First, decide if you want to backup your QuickBooks company file […]

[Read more →]

I added three QuickBooks tutorials this week. Each tutorial covers a different section of the QuickBooks EasyStep Interview. All three include pictures and a brief discussion of each step involved in setting up a company in QuickBooks using the QuickBooks EasyStep Interview. Links to these QuickBooks tutorials follow:

Getting Started With QuickBooks
Customizing QuickBooks For Your Business
Setting Up Your […]

[Read more →]

The third part of the QuickBooks EasyStep Interview, to be completed after Getting Started With QuickBooks and Customizing QuickBooks For Your Business, guides you through the process of setting up your chart of accounts. 
QuickBooks will use your answers to the next few questions in the QuickBooks EasyStep Interview to create a Chart of Accounts that […]

[Read more →]

After creating your QuickBooks company file (see Getting Started With QuickBooks), the QuickBooks EasyStep Interview will guide you through the process of customizing QuickBooks for your business. Your answers to the questions in this section will be used to customize your QuickBooks home page. Don’t worry if you aren’t sure about all the answers, however, […]

[Read more →]

When you start QuickBooks for the first time, you will see a window like the one below. Inside the No Company Open window are 3 boxes:

Create a new company
Open or restore an existing company
Open a sample file

Select “Create a new company” to get to the QuickBooks EasyStep Interview, which will guide you through the process […]

[Read more →]

To change your fiscal year (sometimes called financial year) in QuickBooks, select Company Information from the QuickBooks Company menu.

Then select the correct Fiscal Year in the lower left-hand corner of the Company Information form by selecting the month your fiscal year starts.

[Read more →]