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- What to know about QuickBooks Accountant’s Copy
- Undecided Question: quickbooks has two procedures for receiving money, receiving payment, and creaating sales receipt. w…
- How to Set Default Expense Account for Vendors
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Tips & Tricks
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
Posted in Tips & Tricks
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Merging QuickBooks Files (cont’d)
Now sometimes data transfers are trickier than transferring data from one file to another. If the information needs to be changed (or in the cases the source is not QuickBooks) then exporting it out to Excel gives us the flexibility … Continue reading
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
Posted in 2011 New Features, Tips & Tricks
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From Paper to Progressive – Duplicate Names
While working with my client who is switching to a computerized system, we came across an issue with duplicate customers in our database. These duplicates happened mostly from a lack of users understanding of best practices when entering data. After … 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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Foundation for Success – Salesforce (con’t)
So now that we’ve found a solution for the Salesforce to QuickBooks issue, we now need to solve the integrating of the website, with the payment processor and Salesforce, luckily there are a ton of options which help with this … Continue reading
Foundation for Success – Salesforce
We are now ready to begin integrating QuickBooks with Sales Force. Intuit has partnered with Salesforce (http://quickbooks.intuit.com/salesforce/) and initially we planned to use this integration to replace their current CRM package. Unfortunately there are a few things which will prevent … Continue reading
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
Posted in 2012 New Features, Tips & Tricks
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The Mega Mixer Business Expo
Steve showing off his stuff at yesterday’s Business Expo in Westchester
Posted in Networking Nights, Tips & Tricks
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