How can I match my bank balance with my Quickbooks balance?

November 28th, 2011 darlees Posted in Quickbooks No Comments »

Question by aboutbusiness: How can I match my bank balance with my Quickbooks balance?
I just started using Quickbooks and I am have a really hard time matching the Quickbooks balance with my bank balance that automatically updates daily. It is a discrepancy of over $ 600! Do I just have to wait until the end of the month to work it out or can I do something now?

Best answer:

Answer by rtfm
You’ll have to compare the two and reconcile them.

Just as a guess — your Quickbooks has probably subtracted checks or purchases you entered that haven’t cleared your bank account yet.

What do you think? Answer below!

AddThis Social Bookmark Button

What is the best book or website to learn QuickBooks Pro?

November 13th, 2011 darlees Posted in Quickbooks No Comments »

Question by edshedlock63: What is the best book or website to learn QuickBooks Pro?
I have the (company-issued) QuickBooks manual, and the “Dummies” book on it; but was wondering if there is any particular book or website that cuts to the chase & shows/tells you the best way to set up & use QuickBooks Pro.

Best answer:

Answer by Laissez-Faire Guy
The best Quickbooks book I ever saw was one that was used to teach in a community college class I took. It took you step by step in learning how to do all the transactions, while giving you a little accounting theory too.

Unfortunately, the one I used is long out of print and outdated. I would drop by your local community college and go to their bookstore and see what book they use to teach that class. I’m sure they have one.

It may be a tad late, but the class was incredibly useful when I took it.

What do you think? Answer below!

AddThis Social Bookmark Button

How to handle One Company with Two Different DBA names on Quickbooks?

October 29th, 2011 darlees Posted in Quickbooks No Comments »

Question by Real Man: How to handle One Company with Two Different DBA names on Quickbooks?
Hello I have the following situation:

One Company Registred with FL sate

Doing Business As Two Different Names.

The same company holds two separate bank accounts for each business but i need to consolidate everything.

What’s the best way to set this up on Quickbooks?

Thanks a lot i Appreciate your Help!

Best answer:

Answer by Karon B
I would set the two dba’s up as classes. I have a similar situation where one of my clients has two newspapers but one corporation. We set all of the income and expense as classes. We don’t really need two checking accounts but we could. Just be sure when you are paying bills that you do it from the right account. That is a very common error.

What do you think? Answer below!

AddThis Social Bookmark Button

How can I use Quickbooks Pro 2011 to monitor my bank use?

October 28th, 2011 darlees Posted in Quickbooks 1 Comment »

Question by Lola Lopez: How can I use Quickbooks Pro 2011 to monitor my bank use?
I want to use Quickbooks Pro 2011 to enter my bank deposits and withdraws to see how much I am spending and on what within a month. How do I go about in doing that? It only lets me make deposits and never withdraws. Please help. I’m not familiar with using quickbooks.

Best answer:

Answer by Huntsman
Did you know there is a site called Mint.com that people out there love?
Ask here – since I’m not positive the name is Mint.com
It will show you where all your money is going in pie charts and graphs
^ never tried it – but heard about it. And its free

Ask here if this site is still alive and well.
It’s not something I use, since I use 2 credit cards for everything and it just showed my spending is 40% credit cards – did not quite work out

Know better? Leave your own answer in the comments!

AddThis Social Bookmark Button

What is the difference between Quickbooks 2009 for Dummies & Quickbooks 2009 All in one for Dummies?

October 25th, 2011 darlees Posted in Quickbooks No Comments »

Question by Maki K: What is the difference between Quickbooks 2009 for Dummies & Quickbooks 2009 All in one for Dummies?
I started to use Quickbooks 2009 Pro and paid someone just for one-time training session. He is soooo expensive so I need to have a Dummie book to help myself. Which book is more useful if I have Quickbooks 2009 Pro?

Best answer:

Answer by Sparky the spark
“All in one”.

Give your answer to this question below!

AddThis Social Bookmark Button

QuickBooks Hosting Solution for Small Business

October 24th, 2011 darlees Posted in Quickbooks No Comments »

Article by Cloud

Small business, since the advent of cloud computing have a streak towards taking decisions that reduces their local IT burden and instead going for the cloud services to management many of their applications, for example QuickBooks. In contrast to the local desktop Deployment of QuickBooks accounting application, QuickBooks Hosting implies deployment the application on third party cloud servers centrally and then accessing the program as a local desktop interface. The advantages of QuickBooks hosting are many notably subscription based prices, on demand IT infrastructure availability and spinning off the IT management part to the QuickBooks Hosting provider.Before that lets recapitulate why small business needs QuickBooks Hosting in the first place. QuickBooks hosting suites small business if:? They want to manage their business and not engaged in fruitless IT infrastructure management which is time and resource intensive.? They do not have local IT network already installed and neither do they wish as it needs heavy capital investment besides diversion from business focus.? The access to the application needs to be global as local deployment makes it premise bound and cloud hosting solutions instead, are available anytime anywhere.? Do not want troubleshooting and other technical cost and resource allocation locally? Easy application administration is desired where in common setting for all users can be managed centrally QuickBooks hosting is thus preferred alternative for small business if they wish always on application availability, low application lifetime holding costs, reduce their downtime and most important of all get require application kicking and running in minutes using the cloud computing solutions. The advantages of QuickBooks Hosting can be summed up as: Low IT costs: For a monthly cloud hosting subscription, the QuickBooks Cloud provider installs, manages and see that the application is running optimally besides troubleshooting without any extra costs. Thus they prove to be one point resource managers for small business.Always on application availability: since cloud services can be accessed from any online connection, the small business designated users can access QuickBooks Online from any place without any constraints thus furthering real time collaboration among different users. Also since the database is centrally accessed the users do not have to carry all their data with them always.Security: With Real time monitoring done the enterprise data is secure and reliability of the network insured. Further the data is backed up in many locations automatically on a daily basis. Host all Editions and Versions: QuickBooks hosting is available for all editions and versions of such as QuickBooks Enterprise, QuickBooks Pro and QuickBooks Premier.

QuickBooks and integration with other applications

The financial and small business management process is enhanced further if the different applications used by the enterprise have data inter-operability so that data import/export options are available to reduce multiple data entry costs. QuickBooks Hosting environment leads to better integration with other Hosted CRM applications like ACT! by Sage, and tax applications such as Lacerte, Drake tax software, ATX and Proseries Tax Software. Hosting QuickBooks Add-onsSmall business operates in diverse areas so their data needs are also diverse and hence many QuickBooks add-ons are available that make the QuickBooks accounting application more suitable for particular business. QuickBooks hosting services are also available for QuickBooks Add-ons.

David Ricklan is a cloud hosting Expert at Cloud Vertex, having 10 years of experience in cloud hosting and market verticals such as QuickBooks Hosting, Accounting cloud, Enterprise Cloud and Small Business CloudIncluding Hosted CRM.










AddThis Social Bookmark Button

How do I adjust the subtotal and total amounts in Quickbooks Pro?

October 20th, 2011 darlees Posted in Quickbooks No Comments »

Question by rugthug: How do I adjust the subtotal and total amounts in Quickbooks Pro?
The subtotal box on my quickbooks pro invoice shows the tax already calculated. Then the “total” box shows this same amount. How do I change my invoice template so that the subtotal shows the total without the tax already calculated and then the total shows the total of the order with the sales tax? Thanks.
I can get to the point where I can edit the invoice but can’t figure out how to setup the sales tax correctly.

Best answer:

Answer by KELLEY D
Go to LISTS–TEMPLATES..chooses template to change. Choose ADDITIONAL CUSTIMIZATION..FOOTER TAB and choose Footers you want (ie. subtotal, sales tax, total or balance due.) Hope this helps. I am working on 2007 version. Sometimes only the Admin has editing right to templates.

You have to set up the sales tax in the ITEM LIST. Depending on the state you are in, you may have to set up discresionary on top of a flat rate. You will have to do the base/flat rate and the discresionary seperately and then do a new group for them to be linked together.

What do you think? Answer below!

AddThis Social Bookmark Button

QuickBooks Enterprise Solutions Advanced Inventory and Intuit Payment Solutions

September 26th, 2011 darlees Posted in Quickbooks No Comments »

Article by Susan Hawkins

The QuickBooks Enterprise Solutions Advanced Inventory and Intuit Payment Solutions helps business professionals and merchants by working in two company files simultaneously, tracking inventory within multiple locations, perking up custom reporting, improving built-in reports, combining reports, creating a template and through batch invoicing, contacting several customers promptly, rapidly prioritizing customers with the customer snapshot, getting your receivables quickly through the collections center, and simplifying additional business processes.

With e-commerce and remote solutions, Hawkins Financial, LLC, you can have a precise view of the financial position and inventory calculations of your business on a daily basis with the QuickBooks Enterprise of Intuit Solutions. Although you may have off hours, you can benefit from our services as we work on files consistently through peak times and otherwise. Your company can benefit from our experience, enterprise and professionalism. Your daily business operations will be easy to manage with our highly trusted services as QuickBooks Point of Sale single-handedly manages not only your inventory, but also markets with your clients directly through constant contact, emails, and so on.

As an Intuit Solutions Provider, we work with businesses to provide customized solutions to their system needs – from developing or refining an existing QuickBooks company file to setting up a retail solution with a Point of Sale system, integrating or creating an e-commerce solution, or developing a larger-scale system with multiple users and integrated applications.Remote Support :We support clients on-site and remotely, which extends our reach well beyond Tampa Bay.As an Advanced QuickBooks ProAdvisor, we have received specialized training and exhibit advanced knowledge in specific software products and solutions. And as an Intuit Solutions Provider, we can offer preferred pricing to you on the system that we customize and recommend and support.About Us:For over four years, Owner Susan Hawkins has built a solid reputation around Tampa Bay as a trusted business consultant. Hawkins Financial, LLC is committed to providing quality service to the community. We believe that a reputation as an honest and reliable business is the recipe for success.

Keywords:quickbooks pro,quickbook point of sale in tampa,enterprise quickbooks ,software for quickbooks,quickbooks pro advisor,quickbooks for business in tampa,tampa bay businesses,quickbooks enterprise solutions,point of sale for small business,quickbook for small business in tampa,quickbooks pos software,intuit payment solutions,quickbooks point of sale software,quickbooks point of sale systems in tampa,quickbooks consulting in tampa,quickbooks certified proadvisorFor More Info: Visit: Hawkins Financial, LLC

Hawkins Financial, LLC provides outsourced financial expertise with QuickBooks software and real world experience.We specialize in professional service firms, retailers and Green businesses in Tampa Bay and beyond with remote access.










AddThis Social Bookmark Button

How do I record a check that I bounced in Quickbooks?

September 5th, 2011 darlees Posted in Quickbooks No Comments »

Question by Erica B: How do I record a check that I bounced in Quickbooks?
I bounced a check to a vendor. How do I record the returned check and the resulting deposit in Quickbooks?

Best answer:

Answer by P. June
You could just void the check and if there is a fee for the returned check then record this in your check register in QB as a separate transaction.

Add your own answer in the comments!

AddThis Social Bookmark Button

Where can i find online quickbooks course that is instructor led?

August 25th, 2011 darlees Posted in Quickbooks No Comments »

Question by rameezaali: Where can i find online quickbooks course that is instructor led?
Hi,

I want to learn quickbooks online. If anybody knows of any course that is instructor led or which has audio video explanation of the course, please let me know.

I feel that it will be easy this way rather than reading & learning it myself.

Also if you have any suggestions how to learn quickbooks onilne in a better way , i would really appreciate that.
Please also tell me how much this will cost me.

I would appreciate all suggestions regarding the best place to learn quickbooks online.

Best answer:

Answer by qb_guru_steve
There are lots of resources available for learning QuickBooks. There have been many books written on the subject. Here’s a Google search for books. http://www.google.com/search?hl=en&lr=&q=quickbooks+book&btnG=Search
I also found an online tutorial that gives financial management basics. http://www.qbenews.com/qbtrials/jump_start/movie/choose.html
And here’s a company that provides online, instructor led QuickBooks seminars. http://quickbooks.intuit.com/product/training/instructor_seminar.jhtml

Add your own answer in the comments!

AddThis Social Bookmark Button