How to configure your Chart of Account in QuickBooks 2017, 2016, 2015

QuickBooks Chart of Account setup can be configured in a number of ways. However, please be aware of the following restrictions in QuickBooks with regards to the COA in the General Ledger. The Account number is ALPHA-NUMERIC but cannot exceed 7 characters The Account TYPES are hard coded and the types cannot be changed Account […]

How to default QuickBooks 2015 2016 2017 to non-billable Transactions in Time & Expense Entry

QuickBooks, by default, will mark all Time and Expense entries are billable, which is the proper setting for Job Costing module configuration for Time & Materials contracts. However, if your company does fixed priced contracts or percentage completion billing, this setting is not optimal. To change, select the PREFERENCE settings and the TIME & EXPENSE […]

How to configure Windows Servers and QB Database for QuickBooks Enterprise

QuickBooks is famous for showing various errors during attempts from a workstation to connect to the Server, which stores the company data file. Some of these errors are Error 6001 among others. The first thing that you need to check, is that the QB Database Service itself is running properly on the Server or the […]

How to close prior months in QuickBooks

One of the most powerful and popular features in QuickBooks is the ability to modify & delete existing transactions, as well as create new transactions at any time. Although this functionality is very attractive to most regular users, Accountants are typically worried about it. To mitigate any issues with your Accountant, who would not like any […]

Errors during a QuickBooks Updates in a Multi-User Environment

From time to time, and usually UN-ANNOUNCED, Intuit will issue new Service RELEASES for their QuickBooks Desktop products. Unfortunately, these Services updates can cause HAVOC in a multi-user environment when the installation of these updates is not coordinated. IF you are in a multi-user Environment, make sure to always say NO to the Service update […]

How to handle 1099’s in QuickBooks 2017

To properly handle 1099-MISC transactions in QuickBooks, you must complete a couple of setup steps. In the Company PREFERENCES you must activate the tracking of 1099 in general. To navigate here, please select EDIT – PREFERENCE – TAX Settings in SINGLE USER mode and you will see the following: This function will activate the 1099-MISC tracking […]

QuickBooks Enterprise 2017 – What’s New

Improved Multi-User Experience A QuickBooks 2017 makes it easier than ever to work with multiple users. There are now fewer instances that require users to switch between Multi-User and Single-User mode. It also has a built in communication tool to make switching modes easier.  When you do need to switch modes, switching takes much less time. […]

QuickBooks 2017 Scheduled Reports – What’s New

Intuit will release its latest QuickBooks Product on September 16th in the US. One of the KEY new features of this Version are the Scheduled Reports. This new feature will allow you to configure an auto-delivery mechanism to send reports automatically from QuickBooks 2017. This new function utilizes the Windows Task Manager. As such, you […]

How do I remove the alternating shaded grey lines on my QuickBooks Invoices

When you generate any Marketing documents, including Estimates, Sales Orders and Invoices in QuickBooks, starting with Version 15, the system will generate a shaded background on every other line. Although many people love this new feature, some do not. During the PRINTING of the document, you will get the printing dialog which contains a printing […]

QuickBooks 2016 Release 7 – What is Fixed…

Detailed Information – Release 7 The following changes, improvements, and fixes were made to QuickBooks Pro 2016, QuickBooks Premier 2016, and Enterprise Solutions 16.0. Later releases (ones with higher numbers) include all changes in earlier releases. What’s important about Release 7? Account passwords to protect sensitive information. Security updates to QuickBooks SDK. QuickBooks Auto Data […]