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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Automatically Change Fiscal Years in QuickBooks With This Trick
Ask the Accountant… Question: When I am in QuickBooks, I have to change dates every time I try to run reports. Our year is July 1 to June 30. How do I change that so that our fiscal year is automatic? Answer: In QuickBooks Desktop (Pro, Premier or Enterprise), go to “Company” > “My Company”…
Read MoreQuickBooks Shortcuts You Might Not Know
Ask the Accountant… Question: There are lots on ins and outs in software, and the percentage that any user knows about is likely very small. I was working with a distributor, and he pointed out a shortcut with which I was not familiar. I have shared it below. Answer: In QuickBooks Desktop (Pro, Premier, or…
Read MoreSet Passwords When Set Closing Dates in QuickBooks
Ask the Accountant… Question: I have set a closing date in my QuickBooks, but my employees keep making entries in the previous year anyway which messes up my books for last year. Is there a way to stop that? Answer: The best way to avoid that problem is to set a password when you set…
Read More1099 Reports in QuickBooks Premier
Ask the Accountant… Question: In QB Premier, I am having trouble running the report of vendors that require a 1099. It’s not showing any data. How do I get that report? Answer: There are two steps. The first is to identify a vendor as 1099 eligible. For each vendor that is 1099 eligible, in QB…
Read MoreBeware False QuickBooks Helpers
Ask the Accountant… Question: I needed help with my QuickBooks. I googled and found a number, but they didn’t help and tried to sell me a different QuickBooks program. Why? Answer: You should never google to find a way to contact QuickBooks. You will likely not find QB/Intuit, but the person on the other end…
Read MoreWhich QuickBooks Online Product Is Right for You?
Ask the Accountant… Question: Which QuickBooks Online product is right for me? Answer: If you have read my blogs, you know that I am not a big fan of QBO (QuickBooks Online) for an ad specialty distributor. However, there are some circumstances where QBO is the better choice, such as when you are using an…
Read MoreDon’t Fall for QuickBooks Online
Ask the Accountant… Question: My QuickBooks Premier 2018 had an update today. There was an error message about a security risk because of a browser. Now my QuickBooks isn’t working. What now? Answer: Microsoft Internet Explorer 11 has been the default browser for QuickBooks Desktop. Microsoft stopped its support of Internet Explorer on June 15,…
Read MoreHow to Designate a Vendor as a 1099 Vendor in QuickBooks
Ask the Accountant… Question: When I try to designate a vendor as a 1099 vendor, it is greyed out. How do I change that? Answer: There has been a recent change to Preferences in QB Premier regarding 1099 status of vendors. Now, you must turn on the 1099 option in “Preferences” > “Tax: 1099” (toward…
Read MoreHow to Get Rid of All of Your QuickBooks Windows Easily
Ask the Accountant… Question: I usually end up with lots of windows open in QuickBooks Premier. Is there an easier way to close them than one at a time? Answer: To close all your open windows in QuickBooks Desktop (Pro, Premier, or Enterprise), go to “Window” at the top of the screen, and then “Close…
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