Question: When is the best time to buy QuickBooks Premier 2018? Answer: Premier 2018 was released in September 2017. So far, the reports are good. It works well, and bugs have been few. However, conventional QuickBooks wisdom is to wait until January to avoid as many of the inevitable early glitches, updates and fixes as…
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Question: Where should I look for QuickBooks software? Answer: My advice is to buy only from a proven source. The safest source is to buy directly from Intuit. But, there are many resellers that provide some attractive offers. I’ve heard a full range of reports from good to bad. Be careful in your selection of…
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Question: Can I print checks in QuickBooks? If so, do you have any tips for buying the checks? Answer: Yes, you can print checks in QuickBooks. When doing so, the transaction is recorded directly into your general ledger (into the account you designate). Also, when writing a check to pay a supplier purchase order, the…
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Question: Is there one screen in QuickBooks Premier where I can look at my open sales orders and invoices? Answer: Yes, QuickBooks has a feature called “Income Tracker” that does just that. Go to “Customers,” then “Income Tracker.” The dashboard shows a current accounting of various income segments. At the top, you will see totals…
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Question: I am interviewing a bookkeeper who is familiar with QuickBooks. Is that all I need to know? Answer: No! Setting aside the issues of the complexity of a bookkeeper’s former experience, which is the subject of another blog, you need to know more about which QuickBooks this person has used in the past. QuickBooks…
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Question: In QuickBooks, do I set up my items as “non-inventory part” or “inventory part?” Answer: Most always, ad specialty transactions are of the “non-inventory part” variety. The items ordered are customized to our clients’ specifications—drop shipped directly to them, and we, the distributor, do not take physical possession. And in QuickBooks, these transactions are…
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Question: I need to change sales tax settings for a large number of my customers. Do I need to go into each customer to make the changes? Answer: No, fortunately! QuickBooks has a wonderful feature to save you time with that chore. Go to “Lists”>”Add/Edit Multiple List Entries”>”Select Customers” from the dropdown box at the…
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Question: I have a vendor who has become a customer. QuickBooks will not let me use the same name. What do I do? Answer: You can use a variation of the name, such as “ABC Company” for the customer and “ABC Company Inc.” for the vendor. Alternatively, you can do something as simple as adding…
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Question: I don’t like to show item numbers to my clients. Is there a way to avoid that in QuickBooks? Answer: Yes. You can customize templates to include only the fields you want and eliminate those you don’t. (And, it is a good idea to not show item numbers on customer forms, as it makes…
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Question: Last year, I called QuickBooks to ask which program I should buy. They told me QuickBooks Online, and switched me from QuickBooks Premier to Online, but it doesn’t do what I need it to do. Can I convert back to QuickBooks Premier? Answer: Yes, but it’s not easy. Intuit sells QuickBooks Online as a…
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