How to Get Rid of All of Your QuickBooks Windows Easily

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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How to Keep Notes in QuickBooks Premier

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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Can You Hide Cash Payments? (Short Answer: No)

Ask the Accountant… Question: I was recently asked about receiving cash payments from customers. After showing him how to record cash payments against a customer invoice, it became clear that he wanted to keep the cash, not record it as income. Answer: Truthfully, I have never been asked this before and was floored. When I…

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Can I See What I Make On an Order in QuickBooks?

Ask the Accountant… Question: Is there any way to see what I make on an order? Answer: Unfortunately, QuickBooks does not have the function of showing the gross profit of an order for non-inventory items, which is what most of a distributor’s orders are. If you create orders in SAGE, however, you can see what…

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How QuickBooks Premier Handles Sales Tax in Multiple States

Ask the Accountant… Question: I have to file sales tax in multiple states. How does QB Premier handle that? Answer: In QB Premier (and Enterprise), you create sales tax items to reflect each location and rate for which you make sales and collect sales tax. Many states, such as Louisiana, have sales tax codes that…

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Does Your Software Really Integrate with QuickBooks?

Ask the Accountant… Question: I am considering a software that says it integrates with QB. Is that all I need to know? Answer: Every product that says it integrates with QuickBooks has its own definition of “integrate.” In each case, the integration depends on what data is mapped into QB, which is defined by the…

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QuickBooks Built-In Browser Replaces Internet Explorer

Ask the Accountant… Question: I got an email from QuickBooks saying that there would be some kind of security risk because of a browser issue. What does that mean? Answer: Microsoft Internet Explorer 11 has been the default browser for QuickBooks Desktop. Microsoft stopped its support of Internet Explorer on June 15, 2022, and QB…

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