How to Back Up and Move a Company File

quickbooks tips

How to Back Up and Move a Company File You may not think of your QuickBooks company file as being portable, but it is. While most of the time it stored safely on the hard drive of your desktop computer or laptop, there may come a time when you need to move it. The most […]

Dealing With Deposits in Quickbooks

quickbooks tips

Recording payments, whether they come in to comply with an invoice you sent or are issued as sales receipts, is one of the more satisfying tasks you do in QuickBooks. The sales cycle is almost complete, and you’re about to have more money in the bank – once you document the payments as bank deposits. […]

Setting up Sales Tax in QuickBooks, Part 2

quickbooks tips

Last month, the focus was on the process of setting up sales taxes in QuickBooks. As you may recall, the first step is to go to Edit | Preferences | Sales Tax and make sure the software is set up correctly for this use. Before you do this, however, you will need to know what your state […]

Setting up Sales Taxes in QuickBooks, Part 1

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Next to payroll, state sales taxes represent probably the most complex element of your accounting tasks. QuickBooks can help with the mechanics, but there is a lot you need to learn before you can start charging and paying them. Here is an example: Is your company located in a destination-based or origin-based state where taxes are concerned (do you […]

Need to Create Estimates? QuickBooks Can Help.

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You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be many times when an unexpected estimate–or bid, or proposal–will land you a job you didn’t necessarily expect. Of course, the bottom line is the meat of your estimate, the price […]