Why it is Important to Establish Preferences in QuickBooks

Before you start entering data, make sure QuickBooks is set up appropriately for your company. QuickBooks was designed to serve the needs of millions of small businesses. To do that, it had to include the tools and processes suitable for a wide variety of companies. But Intuit recognized that every organization is unique, so your copy of QuickBooks can be …

Make QuickBooks Your Own: Specify Your Preferences

Your business is unique. Make sure that QuickBooks knows how you operate. QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install it, answer a few questions about your company, and start working right away. However, we strongly suggest you take the time to specify your Preferences. QuickBooks devotes a whole screen to this …

Shape QuickBooks POS to Reflect Your Workflow

Unused features, navigational aids and display columns can slow you down. Accelerate your workflow with some modifications. You’ve experienced it before: software that is capable of doing much more than you need. With an application like word processing, you learn to ignore the extra features. But when you have a line of customers waiting to check out, you want that …

Does This Icon Make Me Look Fat?

Spring is a good time to clean up and slim down QuickBooks and its data.  Depending on your location, you’re probably starting to see early signs of spring. The nicer weather and signs of new life seem to make people want to spruce up their surroundings. Now would be a good time, too, to clean up your accounting environment. Some …

Hate the new desktop view in QuickBooks 2013? How to fix!

This is a very brief email concerning QuickBooks Pro, Premier and Enterprise Software 2013.   For those of you that upgraded you have noticed that it looks completely different from prior years.  The functionality is there but it has a different design.  After LOTS of feedback, they have updated the program to include settings that you can do to make …

QuickBooks Can Do Much More Than You Think

QuickBooks Can Do Much More Than You Think No, you’ll never max out all of its features, but here are some tips on tools that extend QuickBooks’ usefulness – and save you time.   Zero In On Key Report Figures   You’ve undoubtedly created reports that were so lengthy that you got tired of scrolling up and down to find …

Workaround For Sales Order Form

Point of Sale Version 10.0 Pro   Workaround for Sales Order Form:   There is a small bug in the template for the sales order form that can be annoying.     The line that says “Local Sales Tax” is cut off at the middle of the last letter.     Here is the fix:   1. Go to file …

Webmail Integration with QuickBooks

The new email integration allows you to use Gmail, Yahoo, Hotmail or other web SMTP email services. It is easy to set up a webmail service in the Preferences and start emailing from QuickBooks your own email account. The old QuickBooks Email through Intuit servers will remain available to active subscribers.  (Payroll, credit cards, Enterprise, etc.) What is new is …