Tag Archives: Chart of Accounts

Tracking Credit Cards in QuickBooks software

Many people make the common mistake of not tracking their credit cards in QuickBooks.  Normally, what these people do, is when they get the credit card bill, they enter it as a bill in QuickBooks software and hit multiple expense … Continue reading

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What an accountant can do in an Accountant’s Copy

As an accountant working in an Accountant’s Copy, you can work on transactions dated on or before the dividing date. Your client continues to work in the company file on transactions dated after the dividing date. To prevent your work … Continue reading

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Beginning balance issues in QuickBooks software reconciliation

I cannot stress enough how important it is to reconcile your Checking account every single month.  Throughout the month, there are going to be data entry mistakes.  Also, banks make mistakes all the time.  Unless you are checking the account for … Continue reading

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QuickBooks software 2012 – Auto Price Markup

One thing that I am always being asked for is to have the system automatically change the sales price of an item if the cost changes. Until now, that couldn’t really be done.With QuickBooks Enterprise 2012, there is now a … Continue reading

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Missing information in my QuickBooks software!

Recently, I visited a client that needed me to do their bank reconciliations for the past 5 months. I figured that this would be no big deal, until I got there and he mentioned that his bookkeeper had been accessing … Continue reading

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Company Snapshot in QuickBooks for Mac

One of the main reasons people use QuickBooks software is because they want a better idea as to what is going on in their business. Let’s be honest, sometimes finding that information is pretty time consuming. You have to search … Continue reading

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QuickBooks software for Mac – always improving

As some of you may or may not already know, QuickBooks has released a 2011 Mac version.  Over the years, QuickBooks for PC has always been the top dog when it came to a comparison to the Mac version.  In … Continue reading

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Common QuickBooks Mistakes to Avoid

There is a reason why QuickBooks software is the #1 Accounting Software in the Country – it’s easy to use! Even though it’s easy, it is still very powerful and able to compete with the more complicated and expensive softwares … Continue reading

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Handling Retainers in QuickBooks.

In the past 2 months, I have gotten 2 people that ask me how to handle retainers in QuickBooks software. I figured it might be time to make a post about this to help you out. When a company asks … Continue reading

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What is with the random * on some of my accounts?

When you go into your Chart of Accounts, you may notice that some of the accounts have an asterisk next to them. Why is that?When you first start up your QuickBooks, the first thing that you need to do is … Continue reading

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