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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Ask the Accountant… Question: My QuickBooks Premier 2018 had an update today. There was an error message about a security risk because of a browser. Now my QuickBooks isn’t working. What now? Answer: Microsoft Internet Explorer 11 has been the default browser for QuickBooks Desktop. Microsoft stopped its support of Internet Explorer on June 15,…
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Ask the Accountant… Question: I usually end up with lots of windows open in QuickBooks Premier. Is there an easier way to close them than one at a time? Answer: To close all your open windows in QuickBooks Desktop (Pro, Premier, or Enterprise), go to “Window” at the top of the screen, and then “Close…
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