Ask the Accountant… Question: There are lots on ins and outs in software, and the percentage that any user knows about is likely very small. I was working with a distributor, and he pointed out a shortcut with which I was not familiar. I have shared it below. Answer: In QuickBooks Desktop (Pro, Premier, or…
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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: When I try to designate a vendor as a 1099 vendor, it is greyed out. How do I change that? Answer: There has been a recent change to Preferences in QB Premier regarding 1099 status of vendors. Now, you must turn on the 1099 option in “Preferences” > “Tax: 1099” (toward…
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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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Ask the Accountant… Question: I have several sales orders for one client, but my client wants just one invoice. Can I do that in QB Premier? Answer: Yes, you can. When you are ready to create one invoice for multiple sales orders already created in Premier, go to “Create Invoices” on the Home Page and…
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Ask the Accountant… Question: I want to keep notes in QuickBooks Premier. How do I do that? Answer: For Customers, you can go to Customers > Customer Center. Highlight a customer, and you will see the transactions related to that customer – estimate, sales order, invoice. Click on one of these, and there will be…
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