Quickbooks, Bookkeeping and Accounting Blog

New vendors can be added to QuickBooks at any time. When you add a vendor to QuickBooks you have the option to add information about the vendor (contact info, account number,etc.) but you don’t have to.
There are two ways to add vendors in QuickBooks. First, you can do so by selecting Add New when entering […]

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If you do multiple jobs for the same customer, then you should consider using Customer Jobs in QuickBooks. Read Using Customer Jobs in QuickBooks for a description of customer jobs and reasons to use them. Instructions for adding jobs to customers follow.
Click on the Customer Center icon in QuickBooks.

Right click on the customer for which […]

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Editing customers and customer jobs in QuickBooks is very simple. First, open the Customer Center by clicking on the Customer Center icon in QuickBooks.

Then in the QuickBooks Customer Center right click on the customer you want to edit and select Edit Customer:Job.

Then simply make the changes you want to make and click OK.

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New customers can be added to QuickBooks at any time. When you add a new customer to QuickBooks you have the option to add information about the customer (contact info, payment terms,etc.) but you are not required to do so.
There are a couple of ways to get to the New Customer window in QuickBooks. First, […]

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The most common reason to edit an account in the QuickBooks chart of accounts is to reorganize the chart of accounts by changing the account number or account name, or to make an account a subaccount of another account.
Start by opening the chart of accounts. Then click Account and select Edit Account.

Then make the necessary […]

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Before deleting an account from your QuickBooks Chart of Accounts, you need to be sure the account has not been used. If the account has been used in a transaction, an item or in your payroll setup, then QuickBooks won’t let you delete it. If the account is in use, then you can either make […]

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I highly recommend making QuickBooks accounts you are no longer using inactive. Doing so reduces the number of accounts available when entering data and thereby simplifies data entry. In addition, contrary to what most people think, the fewer accounts you use (within reason), the more valuable your financial reports are. Looking at a financial report […]

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Adding accounts to your Chart of Accounts in QuickBooks is easy. However, I strongly recommend that you only add accounts if absolutely necessary. People often add lots of accounts thinking that it will be useful to break their spending out into very specific categories. Instead, having too many accounts tends to make it harder to […]

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Only the QuickBooks Administrator can set up new users. The process of setting up new users is very simple, but you do need to think about what areas of QuickBooks you want the user to have access to and what functions you want them to be able to perform.
Start by selecting Set Up Users from […]

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The tasks and the workflow which show up on the QuickBooks Home page are meant to reflect how you use QuickBooks for your business. If they don’t do so, then you can customize the QuickBooks Home page so that they will.
To customize the QuickBooks Home page you must be in single-user mode.

Click the Home icon […]

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The QuickBooks Home page lays out business tasks into logical groups with arrows showing how tasks relate to each other. You aren’t required to do things in the order shown, but if you are new to QuickBooks and/or new to bookkeeping, then seeing the order will probably be helpful. Here is a picture of the […]

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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 […]

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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 […]

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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 […]

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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 […]

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