QuickBooks Quik Tip for the Day – Viewing Transactions

If you are in a senior accounting position and you need to view all or any transactions after the closing date, here’s how you can view those. From the Menu Bar at the top of your screen go to Reports/Accountant & Taxes and choose the Closing Date Exception Report. This will show you any transactions entered or modified after the Closing Date. This is very useful for the year-end...

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QuickBooks Quik Tip for the Day – Set Closing Date

I have another tip for people in senior accounting positions and especially owners. Far too many people are not aware of the problem that junior people can create by changing data entries in QuickBooks. This can result from voiding, deleting or changing a transaction that was entered in any fiscal period and particularly in a previous fiscal year. This can impact the integrity of your financial...

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