Ask the Accountant… Question: My QBO is doing odd, glitchy kind of things. Is there anything I can do for it? Answer: QuickBooks Online (QBO) can have issues. You can try the universal fix of shutting the program and your computer down and restarting it. When you reopen QBO, do so with the Chrome or…
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Ask the Accountant… Question: How do I see a list of entries in QuickBooks? Answer: You didn’t say which QuickBooks you use, but these reports are available in both QB Desktop (Pro, Premier, and Enterprise) and QuickBooks Online (QBO). In QBO, go to “Reports” (on left side of screen), select the “Standard” Tab, scroll down…
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Ask the Accountant… Question: I just got off the phone with QuickBooks/Intuit. They told me that QB has filled all the gaps between QBO and QuickBooks Desktop so the switch into QBO would be easy. Is that true? Answer: Be very careful when analyzing software. The standard answer from a salesperson with software is that…
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Ask the Accountant… Question: I feel like each order is different with its own problems. Am I the only one? Answer: No, you are not alone. Every distributor I work with has a slightly different business with their own unique challenges. Since we custom decorate our orders, they can involve different and complex processes. The…
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Ask the Accountant… Question: How can I see what the total amount of sales I have made to a customer last year? Answer: QuickBooks has a great deal of information available to you in report form if you just know where to look. In QB Premier, go to: “Reports” (at top) > “Sales” > “Sales…
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Ask the Accountant… Question: When I am in QuickBooks, I have to change dates every time I try to run reports. Our year is July 1 to June 30. How do I change that so that our fiscal year is automatic? Answer: In QuickBooks Desktop (Pro, Premier or Enterprise), go to “Company” > “My Company”…
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Ask the Accountant… Question: I have set a closing date in my QuickBooks, but my employees keep making entries in the previous year anyway which messes up my books for last year. Is there a way to stop that? Answer: The best way to avoid that problem is to set a password when you set…
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Ask the Accountant… Question: In QB Premier, I am having trouble running the report of vendors that require a 1099. It’s not showing any data. How do I get that report? Answer: There are two steps. The first is to identify a vendor as 1099 eligible. For each vendor that is 1099 eligible, in QB…
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Ask the Accountant… Question: I needed help with my QuickBooks. I googled and found a number, but they didn’t help and tried to sell me a different QuickBooks program. Why? Answer: You should never google to find a way to contact QuickBooks. You will likely not find QB/Intuit, but the person on the other end…
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Ask the Accountant… Question: Which QuickBooks Online product is right for me? Answer: If you have read my blogs, you know that I am not a big fan of QBO (QuickBooks Online) for an ad specialty distributor. However, there are some circumstances where QBO is the better choice, such as when you are using an…
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