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Clever trick to unapply a vendor credit in QuickBooks

VENDORS & BILL CREDITS: Open the BILL CREDIT you wish to unapply, and temporarily change the name of the VENDOR - any name will do. SAVE. This will unapply the credit. Then change the name on the BILL CREDIT back to the correct VENDOR. The bill credit is once again fully available and you can… Continue reading Clever trick to unapply a vendor credit in QuickBooks

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How do I get the correct date range to show when “Filing Sales Tax?”

When you use the FILE SALES TAX feature of QuickBooks and your from and to dates don't coincide with your actual filing dates, you haven't indicated the correct date range. It's fairly simple to manually change the date range for the period that you're filing, but you can set this up so that the correct date… Continue reading How do I get the correct date range to show when “Filing Sales Tax?”

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Why you MUST set a closing date in QuickBooks!

You're a small business owner, and you've just sent your QuickBooks data file off to your accountant to complete your tax return for the year ended June 30, 2012. For the next 12 months, your staff unknowingly make changes prior to that date - they delete a few invoices, add a few receipts, add a… Continue reading Why you MUST set a closing date in QuickBooks!