What to do when vendors bill for an entire purchase order before the purchase order is complete.
August 05, 2009, 7:00 AM
You have issued a purchase order and received some but not all items to be delivered under the purchase order. QuickBooks limits the amount of bills entered against inventory to the total of items received. If you want to pend ...
Mystery Solved by QuickBooks Audit Trail Report
August 03, 2009, 7:30 PM
A QuickBooks who offices down the hall from me recently ask my why he was entering transactions but they didn’t seem to be recorded. The guy is a really smart guy and realized that he was probably doing something wrong ...
Finding and Fixing Payroll Liability Errors
July 27, 2009, 7:20 AM
One of the most common mistakes made by QuickBooks payroll subscribers is to pay payroll liabilities with regular checks instead of through the Payroll Center. This article is examines the problem it creates and how to correct the problem.
Creating and memorizing the reports you want with “Custom Transaction Detail Report”
July 24, 2009, 6:05 PM
The custom transaction detail report is the most flexible reporting tool in QuickBooks. You can select specific transaction data, which fields of information you want to see in the report, how the information is sorted, and how it is subtotalled.
Client Data Review: A Tool for CPAs to Manage QuickBooks Clients More Profitably
July 20, 2009, 8:30 AM
Client Data Review allows you to quickly identify and fix QuickBooks client errors.
For cash basis taxpayers, voiding prior year checks can cost time and money, here's the fix
July 16, 2009, 6:45 PM
QuickBooks makes it easy to void checks. The problem is that simply voiding checks in prior fiscal periods results in your cash basis accounting records no longer matching your cash basis tax returns. If we don't want to file an ...
Intuit Merchant Services interface with QuickBooks - VISA, MasterCard, and Discover vs AMEX
July 13, 2009, 10:00 AM
This post is for users who take advantage of QuickBooks integration with Intuit Merchant Services. Deposits for MasterCard, VISA, and Discover are made as a single deposit and deposits and fees can be posted to QuickBooks at the push of ...
Save time, money, and frustration - expect remote support from your QuickBooks ProAdvisors
July 10, 2009, 5:45 PM
You can get remote internet support from professionals who use QuickBooks Premier Accountant edition to eliminate travel time and provide timely support and training. Don't wait for support to come to your office; get help when you need it; NOW.
CitiBank Credit Card Download Issue and How to Handle It
July 07, 2009, 3:55 PM
Recently there has been a problem with credit card transaction downloads to QuickBooks from CitiBank. Charges were shown as payments and payments as charges. For users who are using downloads to record charges and payments, rather than match previously entered ...
Finding Ways to get the Reports You Want Out of QuickBooks
July 02, 2009, 12:20 PM
There are times when the report you want to get from QuickBooks just doesn't exist within QuickBooks. That doesn't necessarily mean you can't create the report you need. The more advanced QuickBooks Enterprise versions provide ODBC connectivity with Crystal Reports ...
Readers might want to check out Coupa (www.coupa.com) for a more advanced purchase order, receipt and bill capture system that is pre-integrated to Quickbooks (http://marketplace.intuit.com/AppID-3209-Overview.aspx and http://www.coupa.com/e-procurement/innovations/quickstart/). As one solution, you may want to do 3-way matching (PO, Receipt, Bill). The application knows that the overinvoice has occurred and pings the right user to confirm receipt of the items / work. If the user confirms that the vendor has satisfied what they've issued a bill for, then the invoice can be approved and sync'ed to Quickbooks. There are some other ways in Coupa to do this too, so we invite people to learn more and even try it out.