Question: A bookkeeper has been recommended to me. What should I ask to learn if this person can help me as well? Answer: A bookkeeper who works well for another type of company may or may not be suitable to you as a promotional products distributor. In addition to the common bookkeeper concerns for all…
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Question: How do I make a particular template my default template in QuickBooks? Answer: QuickBooks does not let you specify a particular template as your default template for a specific form, such as an invoice or purchase order. After using that specific template for a number of times, it will start coming up. But it’s…
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Question: Is it time to upgrade to QuickBooks Premier 2016? Answer: QuickBooks Premier 2016 was released in November 2015. Every year when software comes out, it takes time for the bugs to get worked out, and Premier 2016 is no exception. It’s wise to wait a few months after the initial release to upgrade. My…
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Question: What is involved in converting from my current accounting software to QuickBooks? Answer: Converting from other ad specialty systems, such as ASI ProfitMaker, OrderMaster, AIA or Proforma, involves planning and attention to detail, and it is a routine procedure. QuickBooks is user-friendly, which has something to do with it being the No. 1 accounting…
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Question: I have been using the order numbers that QuickBooks auto-assigns for sales orders (SO), purchase orders (PO) and invoices numbers. Is there a better way? Answer: Yes. When I was a distributor, I quickly learned how often I had to access different orders during the course of a day. And thus, being able to…
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Question: How can I find out if I have to collect sales taxes on additional charges, such as screen charges and freight? Answer: Contact your CPA or the department of revenue for your state, because sales tax varies by state—and sometimes by county. It is most likely that these extra charges are subject to sales…
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Question: Is there some way in QuickBooks to run a report showing the amount of sales from a particular group of customers? Answer: Yes. QuickBooks allows you to define “Types of Customers.” When you open a customer in the Customer Center, click on “Additional Info” on the left side of the screen. There you can…
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Maybe … I recently contacted Intuit/QuickBooks with that very question. I was told, “Based on initial testing, Intuit has found no issues with running QuickBooks 2015 on Windows 10.”
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No; currently, QuickBooks Premier is a desktop software and not a subscription service. That means that when you buy the software, you own it.
QuickBooks supports its desktop software, such as Premier, for three years. QuickBooks Premier 2012, for instance, is supported until May 31, 2015. During this time period, you can expect to receive automatic updates and fixes, as well as support and access to any integrated add-on services.
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Yes, QuickBooks allows you to set up each portion of sales taxes separately as a sales tax item and then as a group sales tax. For instance, in North Carolina we must collect sales tax for state, county and transit taxes.
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