Author Archive
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Save time with expanded role permissions in Quickbooks Enterprise(Q)
As the QB Admin, are you constantly being interrupted to perform certain functions because you are the only one who has permission to do so? Or vice-versa, are you constantly interrupting the Admin? Quickbooks Enterprise offers the perfect solution. QB Enterprise offers 14 predefined roles that can be modified and/or duplicated - and new roles can be added. Permissions can be set within each role from no access to full access or somewhere in between (partial). Partial access can be set to view only, create, modify, delete, print, or any combination thereof. While the Admin role cannot be duplicated, most functions that previously ...
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Check printing options in QuickBooks (Q)
There are three different options to printing checks in QuickBooks: You can print directly from Pay Bills in the Vendor Center. Click Pay Bills Select the bills to be paid Click “Pay Selected Bills” Click “Print Checks” Instead of choosing “Print Checks,” click “Done”. Then write checks in Banking, using either the “Write Checks” icon, or Banking/Write Checks. Select “Pay Selected Bills” and “Done,” then write checks from the File menu option: “File/Print Forms/Checks”
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Bank reconciliation tips (Q)
Tip 1: Use Bank Reconciliation to reconcile balance sheet account. This is particularly useful for Retainage or Customer Deposit accounts as those are often overlooked. Tip 2: Reconcile credit card statements with Bank Reconciliation. Tip 3: Reconcile your heavily used account more frequently (ie: weekly or daily). This can make month-end reconciliation much faster for high volume accounts. It is also very helpful if a company has cash flow issues, or often moves cash to/from higher interest bearing accounts. The KEY is: once you reconcile to zero, hit “LEAVE” instead of “RECONCILE NOW.” Quickbooks can only store a limited number of reconciliation reports, so you wouldn’t ...
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Quickly find setup issues with inventory items (Q)
Troubleshooting Item problems can be a challenge because setup issues (i.e. using a single-sided item) don't stand out on the income statement. Often the only indicator that there is a problem is that the income is either grossly over- or under-stated. To easily find items that are not set up correctly, show the Item list, right-click anywhere on the screen and click "customize columns". Add the COGS account and move it up under the Account column. Any ...
