If you don't seem to have a lot of useful 'real estate' when working on forms in QuickBooks, your computer resolution could be to blame. I personally find working on my laptop very frustrating because I have so few lines of detail on the bottom of forms. Here's what Intuit Canada says about the issue:… Continue reading Loss of laptop real estate in QuickBooks 2013
Tag: Tips and Tricks
QuickBooks and the Case of the Disappearing Penny!
When I was a little girl, my dad used to buy a bag of uncirculated pennies every year and stow them in a secret hiding place in our home. Not sure what ever became of those pennies, but he sure collected a lot of them. This likely inspired my fondness for coins. I have a… Continue reading QuickBooks and the Case of the Disappearing Penny!
Clever trick to unapply a customer credit in QuickBooks
CUSTOMERS & CREDIT MEMOS: Open the CREDIT MEMO you wish to unapply, and temporarily change the name of the CUSTOMER:JOB - any name will do. SAVE. This will unapply the credit. Then, change the name on the CREDIT MEMO back to the correct CUSTOMER:JOB. The credit memo is once again fully available and you can… Continue reading Clever trick to unapply a customer credit in QuickBooks
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?”
Why doesn’t vendor discount show when I go to PAY BILLS?
This is a common annoyance affecting anyone using vendor discounts. It's an issue in Canada (not the US), and my hope is that it will be fixed in the near future! PROBLEM: When most users enter a BILL, they typically enter the information in order; in other words, the way QuickBooks guides you through entering… Continue reading Why doesn’t vendor discount show when I go to PAY BILLS?
I received a bill for GST only. How do I enter it?
Great question. And it has a very simple solution! Go to Enter Bills > Select Vendor > Fill out top portion as usual > Choose expense account (I use the one associated with the original transaction) and use G for tax code > Enter $0 for the amount > Enter the amount of the GST… Continue reading I received a bill for GST only. How do I enter it?
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!
Get creative with a splash of QuickBooks account color!
Do you have more than one bank or credit card account? Have you ever entered a transaction in one of those accounts just to realize you posted it to the wrong account? Here's one way to reduce the chances of that happening. Change the account color to distinguish your accounts! Here's how to do it:… Continue reading Get creative with a splash of QuickBooks account color!
QuickBooks keyboard shortcuts you didn’t know about!
I love having ways to stay on the keyboard so I'm not continually going back and forth to the mouse. Which saves time! So instead of clicking on the little calendar icon, try out some of these keyboard shortcuts when you're entering dates. t ~ Today y ~ beginning of the calendar Year r ~… Continue reading QuickBooks keyboard shortcuts you didn’t know about!
How do I handle a refund to a debit card?
As usual, there are a few ways to do this in QuickBooks. But here's a way that I discovered that works beautifully, especially if you're in Canada and dealing with GST. You're going to be entering a BILL CREDIT: 1. Go to enter bills. Select the radio button that says CREDIT. 2. Enter the vendor… Continue reading How do I handle a refund to a debit card?
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