QuickBooks Pro and Premier Security
November 06, 2009, 4:00 PM
While security is not at robust as for the QuickBooks Enterprise version, it does offer the ability to deter fraud and make it more difficult for unknowledgeable users to cause problems.

Don’t let people waste YOUR time doing THEIR bookkeeping.
November 04, 2009, 1:10 PM
When dealing with suppliers who don’t quite have their accounting act together, you might have to do a little accounting for them. When you write checks instead of entering their bills for future payment you might be creating a problem ...

Getting Better Control of Your Payroll Liabilities - Part 2
November 02, 2009, 7:00 AM
This is a continuation of my last post, "Getting Better Control of Your Payroll Liabilities". This post describes how I reconciled discrepancies between the general ledger and the QuickBooks state liabilities tax reporting using that report and the "paid through" ...

Getting Better Control of Your Payroll Liabilities
October 30, 2009, 4:10 PM
It’s not uncommon for QuickBooks users to use a single payrol liability account but it can be difficult to reconcile this account with payroll reports when the general ledger and the payroll reports don’t agree. Here’s a way to quickly ...

The Easy Way to Fix Payroll Items Pointing to the Wrong Expense Account
October 28, 2009, 6:45 PM
In reviewing the way payroll is set up in QuickBooks I often find an error than can be easily corrected, a payroll item such as Federal Unemployment is set up to record FUTA expense in the wrong general ledger account.

An easy fix for a common QuickBooks Payroll Mistake
October 26, 2009, 8:20 PM
QuickBooks Payroll is a powerful tool to manage not just taxes but employer/employee pay health insurance, qualified retirement plans, garnsihments, employee loan repayments, sick time, vacation time, and more. It is this great flexibility, however, that causes so many users ...

Understanding Enterprise Security
October 16, 2009, 4:00 PM
QuickBooks gives administrators a very refined level of control over user access priveleges. However, they found a way to make it simple for users to be assigned priveleges based on one or more predefined accounting roles they perform. Here’s how ...

The Best QuickBooks View for a Manager
October 04, 2009, 6:05 PM
From a single "dashboard", managers can see a list of pending tasks and reminders, customers who owe money; vendors to pay, selected account balances, and a monthly comparison of income and expenses. They can also receive payments and pay bills ...

When the Inventory Valuation Report Doesn’t Agree with Your Balance Sheet – Find it and fix it fast
September 30, 2009, 2:50 PM
There are two types of errors that can cause the valuation report total to be different from the balance sheet. What follows are the errors and how to correct them.

Putting Customized Reports on the ICON Bar to Save Time Performing Routine Tasks
September 27, 2009, 8:30 PM
QuickBooks allows you to add the forms and reports you want at your fingertips to the ICON bar. In this example, I create a custom report that allows someone matching bills to items received on purchase orders to quickly get ...