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QuickBooks Quik Tip – Custom Fields for Inventory Items

I would like to deal with a question that was posed to me today. If you have imported an Inventory Item list as an .IIF file into QuickBooks, and if for some reason the list did not import the Custom Fields , how do you add them into QuickBooks? This was a client that had over 6,000 items, and to manual have to add them would take hours. All you have to do is set the Customer Fields up for one...

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QuickBooks Quik Tip – Accrued Vacation Pay Payroll Item

For anyone that is using QuickBooks Payroll, you will notice that certain Payroll Items are arbitrarily assigned to specific general ledger accounts.  Take for example CPP, IE, Federal Income Tax and even Accrued Vacation Pay. If you have more than a handful of employees, this can result in confusion on how much is actually owed in accrued vacation pay, at any given time. To make your life a...

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QuickBooks Quik Tip – Find Feature and How to Use it

I decided to insert this Find feature as a Quik Tip instead of in the Banking module. Mainly because it is not found in the Banking module. Find is found on the Menu Bar. You can also set up Find on your Icon Menu to make it easier for you to use.  This feature is particularly useful when you are searching for an amount or a transaction type, within your company data file. The following is...

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QuickBooks Bank Account Registers and their Use

All the accounts that you set up in QuickBooks have a register behind the scenes. There are a couple of ways you can view this register, one would be to go to the Menu Bar, highlight Lists/Charts of Accounts and double click on it. The other way is from your Home page and in the Banking module select Cheque Register.  From the screen shot to the left, this displays that method where you can...

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QuickBooks Lists – How to Work With Them

If it’s one thing that QuickBooks has, it’s plenty of lists to work with. Are you familiar with all the lists and how they incorporate into your daily use? In many of the previous articles, I have dealt with the majority of these lists that you see on the screen shot to your left. But as always, there is a never ending amount of information still to be learned. Although I walked you...

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