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Author Archives: Ruvy
What to know about QuickBooks Accountant’s Copy
An Accountant’s Copy is a version of your company file your accountant can use to make changes while you continue to work in your company file. When your accountant is done, you then import your accountant’s changes into your company … Continue reading
Posted in Tips & Tricks
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How to Set Default Expense Account for Vendors
QuickBooks can pre-fill the expense accounts on payments to vendors, making it quicker and easier to accurately track expenses. When you choose the vendor that you want to pay on the Write Checks, Enter Bills, or Enter Credit Card Charges … Continue reading
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QuickBooks 2011 R10
Intuit has released the R10 manual update for QuickBooks 2011 few days ago. The update covers major changes and some fixes to minor issues. Here’s a list of some changes with the R10 update: • In the Accounts Payable side, … Continue reading
Mac and Windows Bank Reconciliation
When converting QuickBooks file from Windows to Mac or vice versa you may notice that your transactions are seem to be unreconciled. This is a known issue due to the way reconciliation works between the two platforms. Mac still uses … Continue reading
Posted in QuickBooks for Mac, Tips & Tricks
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QuickBooks 2012 R8
Intuit has released another major update for QuickBooks 2012. It covers a long list of changes and mostly addresses data corruption problems. The update requires a file conversion, so make sure to make a backup before installing this update. Here’s … Continue reading
Expense Management – Concur Breeze
How does your business handle employee expenses incurred from a company card and expenses that needs to be reimbursed? Do you still go through the manual process of sending paper receipts to your manager for approval who then forwards the … Continue reading
PayPal to QuickBooks
If you are a company or an individual who uses QuickBooks and receives and sends payments through PayPal, you may be wondering if there’s any means of integration between your PayPal account and QuickBooks. This is the same question that … Continue reading
Using Online Banking with QuickBooks Online
The idea of using the Online Banking feature with QuickBooks Online edition is pretty much the same as the Online Banking with QuickBooks desktop editions – That is to download bank and credit card transactions directly into your QuickBooks company … Continue reading
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Accounts Receivable and Accounts Payable Issues
I have been working with clients lately who are having issues with their Accounts Receivable and Accounts Payable balances. Some has AR and AP balances showing in their Cash Basis Balance Sheet report. Others are simply questioning why there are … Continue reading
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QuickBooks Client Data Review Tool
The QuickBooks Client Data Review tool has been available since QuickBooks 2009. Although this tool is specifically designed to help Accountants detect and correct data entry errors, QuickBooks users can also access this tool and take advantage of its features. … Continue reading




