Ask the Accountant… Question: Is there anything I need to do if I have my bank and credit card data automatically downloaded into QuickBooks? Does all the information just get recorded? Answer: That sounds lovely, but it does not work that way, unfortunately. It is just a big dump of information into your QuickBooks, and…
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Ask the Accountant… Question: My QB Premier is having problems. Can you suggest anything to try to fix this? Answer: The problem might be that you are missing an update. Go to Help > UPDATE QuickBooks Desktop > Update Now. This will download and install any updates you don’t yet have, provided your QB Premier…
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Ask the Accountant… Question: I get frequent requests for names of accounting or legal professionals “who know our industry.” They are few and far between. I was recently introduced to an attorney who indeed “knows our industry,” and you might want to meet her. Answer: Amy Williams is an attorney who is also an ad…
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Ask the Accountant… Question: Can I still purchase QB Premier? Answer: I recently received a copy of The Woodard Report, which addresses this very question. Intuit has announced that, as of July 31, 2024, no new subscriptions for QB Pro Plus or Premier Plus will be sold. This will not impact current subscribers of QB Pro Plus…
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Ask the Accountant… Question: My QBO is doing odd, glitchy kind of things. Is there anything I can do for it? Answer: QuickBooks Online (QBO) can have issues. You can try the universal fix of shutting the program and your computer down and restarting it. When you reopen QBO, do so with the Chrome or…
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Ask the Accountant… Question: I am looking at QuickBooks Online, but I don’t know which version to get. Can you help? Answer: QB Online (QBO) has four products: Simple Start, Essentials, QBO Plus, and Advanced. The products are listed in order of the number of features, with Simple Start having the least features and Advanced…
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Ask the Accountant… Question: How do I see a list of entries in QuickBooks? Answer: You didn’t say which QuickBooks you use, but these reports are available in both QB Desktop (Pro, Premier, and Enterprise) and QuickBooks Online (QBO). In QBO, go to “Reports” (on left side of screen), select the “Standard” Tab, scroll down…
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Ask the Accountant… Question: If I use SAGE for my presentations and orders, why do I need QuickBooks? Answer: SAGE Online has a comprehensive system with search, presentation, CRM, project, and order management system capabilities, to name a few. They are not, nor do they want to be, an accounting system. You will not be…
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Ask the Accountant… Question: I feel like each order is different with its own problems. Am I the only one? Answer: No, you are not alone. Every distributor I work with has a slightly different business with their own unique challenges. Since we custom decorate our orders, they can involve different and complex processes. The…
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Ask the Accountant… Question: How can I see what the total amount of sales I have made to a customer last year? Answer: QuickBooks has a great deal of information available to you in report form if you just know where to look. In QB Premier, go to: “Reports” (at top) > “Sales” > “Sales…
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