Quickbooks Archives - Page 2 of 13 - Print & Promo Marketing

Ask the Accountant: Can I Move Order History to QuickBooks?

November 22, 2024November 18, 2024 Harriet Gatter

Ask the Accountant… Question: I am thinking of converting from another industry software into QuickBooks Online. Can I move my order history from my old system into QuickBooks? Answer: I get this question often when discussing system conversions with distributors. Unfortunately, you cannot move order history from another order management system into QB. You can, however, move your Customer and/or Vendor List from your current system into QBO, although I strongly suggest you clean up your lists before making this move. If you are currently in QB Desktop (Pro, Premier…

Know the Difference Between Debit and Credit on QuickBooks

November 8, 2024November 15, 2024 Harriet Gatter

While a debit card looks and is accepted as a credit card, they are very different from one another, despite the Visa or Mastercard logo on the debit card.

Are You Using QuickBooks’ ‘Ask My Accountant’ Feature?

October 25, 2024October 25, 2024 Harriet Gatter

QB has a very useful feature for organizing questions called Ask My Accountant.

What Was the July 31 QuickBooks Deadline?

September 20, 2024 Harriet Gatter

Ask the Accountant… Question: What was the July 31, 2024 deadline from QuickBooks all about? Answer: Intuit/QuickBooks set July 31, 2024 as the last day that QB Desktop (Pro and Premier) could be purchased by a new customer or a current customer with a non-supported QB product. The good news is that the July 31…

Ask the Accountant: Navigating the ‘Chart of Accounts’

August 23, 2024 Harriet Gatter

Ask the Accountant… Question: Can I use the QuickBooks Online Plus Chart of Accounts that is included in the program? Answer: Yes, but it is a poor format for our industry. QuickBooks is a wonderful product and is the No. 1 accounting software for a small-to-medium-sized businesses. It is used by a wide range of…

Managing Users on QuickBooks Online Plus

August 9, 2024 Harriet Gatter

Ask the Accountant… Question: How many users do I get with QBO Plus? Answer: QBO Plus allows up to five users. You can invite your accountant or bookkeeper to be a user by sending an invitation to their email address. But, if you are using a different QuickBooks product, be sure to read the fine…

Was Your Migration to QuickBooks Online Blocked? Here’s Why

July 5, 2024July 19, 2024 Harriet Gatter

Ask the Accountant… Question: I have had a QuickBooks Online account for a few months to play with and see how I liked it, but I was told I could not send data from my QB Premier file into that QBO after 60 days. Is that true? Answer: Yes, it is true. Once you have…

Can I See Open Sales Order Lists in QuickBooks?

June 7, 2024 Harriet Gatter

Ask the Accountant: Question: Is there a way to see what a sales order is for in an open sales order list in QuickBooks? Answer: It can be frustrating to look at a list of open sales orders by Customer and not know which order is for which product. There is a workaround for that.…

Automatic Downloads of Data: Is It Possible?

April 26, 2024May 14, 2024 Harriet Gatter

Ask the Accountant… Question: Is there anything I need to do if I have my bank and credit card data automatically downloaded into QuickBooks? Does all the information just get recorded? Answer: That sounds lovely, but it does not work that way, unfortunately. It is just a big dump of information into your QuickBooks, and…

How to ‘Park’ An Entry in QuickBooks for Later

April 5, 2024 Harriet Gatter

Ask the Accountant… Question: When I enter my credit card charges or bank entries, I don’t always know where to put them in QuickBooks. Do I have to wait until I know before entering them? Answer: QuickBooks has an expense account that allows you to “park” an entry until you can figure out where it…