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QuickBooks Accountant’s Copy: How to Create, Send and Import

An Accountant’s Copy in QuickBooks is usually created so that the Accountant can do work on the company file at the end of the fiscal year. While the Accountant does the work, you as the end-user can still be working on the new fiscal year but you will not be allowed to go back to the previous year. This is done to protect the integrity of the data that the Accountant is working on. Once...

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How to Set up and Use Budgets in QuickBooks

  If you are a new company or haven’t yet set up a budget for your business, then what are you waiting for? In this economic crunch, if you’re not not keeping on top of your cash flow, then you’re probably in trouble. QuickBooks has a feature that allow you to set up a budget based on a few variations. I’m going to show you how using your Profit & Loss as the...

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QuickBooks Inventory – Part Four – Receiving it

Continuing on in this extended series on Inventory. Now that you have ordered it with the new purchase order format that I suggested, it’s time to receive the goods.  You can receive this inventory with or without a bill, or you can enter a bill for items you have already received. I will walk through the process of receiving the inventory without a bill. Go to your Home page and from the...

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QuickBooks – How to Pay Your Payroll Liabilities

As you may know as the employer, you are required to track both the payroll expenses and liabilities as per the Employment Standards Act.  The following are the amounts and accounts you will look after: Company-paid portions of EI and CPP/QPP Company-paid benefits for your employees – e.g. company-provided dental plans Employees gross pay QuickBooks sets up a default called Payroll...

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E-Mailing and Printing an Invoice in QuickBooks

E-Mailing and Printing an Invoice in QuickBooks

I left off the last segment with an invoice having been created, and now it’s time to email and print the finished product. There are several ways to retrieve the invoice that you created. First, you can go to the Home page, click on Customers tag, highlight the Customers name that you created the invoice for, then highlight the invoice and double click. This will take you to the Create...

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