reports

What you Need to Know about Converting QB Desktop to QB Online

First off, since many of you visit this site for information, I must state that I did not write this blog, it was written by Esther Friedberg Karp and it appeared in the Intuit Accountants News Central. Having said that I found it very informative and possibly useful, so I am passing it on to you. The following is the content from her blog. Many of you  have been waiting for it anxiously and...

Read More

What’s New in QuickBooks 2012? Part One

There are so many new tweaks, looks and features in QuickBooks Premier 2012, that I decided to split them up into a number of articles. Opening QuickBooks, for me, took longer than usual and I’m not sure why, so beware if it seems like it’s not operating, just be patient. So let’s start with the first screen that will appear when launching QuickBooks, which is the No...

Read More

QuickBooks and Fishbowl Inventory: The Canadian Problem

Although Fishbowl Inventory is a great product for the U.S. client base, that can not be said for the Canadian QuickBooks users. After playing around with Fishbowl’s demo model, I would recommend it if you are a U.S. client but the problem that the Canadian user will find, is that it does NOT have MULTI-CURRENCY. So you Canadian Inventory users, if you deal with U.S. Customers, or see...

Read More

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...

Read More

QuickBooks Quik Tip on Previous Reconciled Balances

Here you thought you had reconciled the previous month’s bank statement and lo and behold, you look at the opening balance for the new month and it’s different. Talk about something that makes you scratch your head! So how the heck did this change? I grabbed the printed previous month’s reconciled report and it had the correct cleared balance, so what happened and where do I...

Read More