QuickBooks Basics

QuickBooks 2010 Now Available

2009-09-29T14:32:00.000-07:00

QuickBooks 2010 is now available for purchase. Intuit has made many changes and additions to the 2010 software, including:

New: QuickBooks Document Management
New: Add/Edit Multiple List Entries
New: Favorites Menu
Improved: Report Center
Improved: Company Snapshot
Improved: Installation Enhancements
Improved: Maximize efficiency with Clean Up Company Data
Improved: Forms Customization
Improved: Online Banking

To learn more visit http://quickbooks.intuit.com/product/accounting-software/small-business-software.jsp.

QuickBooks 2009 Now Available for Pre-Order

2008-09-03T20:10:00.000-07:00

QuickBooks 2009 is now available for Pre-Order by phone or through a QuickBooks ProAdvisor only. Call QuickBooks directly at 888-250-7279 or contact us at 877-588-4485 to pre-order now.

Also visit the News & Promotions page of our website at http://www.domybooks.net/ for more information on the New and Improved features of QuickBooks 2009.

QuickBooks Keyboard Shortcuts

2008-09-01T16:21:00.000-07:00

Click here for useful QuickBooks keyboard shortcuts.

These helpful shortcuts can save you precious time while using QuickBooks software.

How to Run Financial Reports

2008-08-04T21:04:00.000-07:00

Financial Reports are an important part of Bookkeeping. Your Bank Account may have a positive balance, but that doesn't necessarily mean you're making a profit. QuickBooks does the work behind-the-scenes, making it easy to run financial reports with just a few easy steps.

The two main Financial Reports are the Profit & Loss (otherwise known as an income statement) and the Balance Sheet. It is a good idea to run these reports each month after you have reconciled your account(s).

To run a Financial Report:

1. From the Home page click the Report Center button on the tool bar.

2. Select Company & Financial under Reports on the right-hand side of the screen.

3. Click on the type of report you want to run (Profit & Loss Standard, Balance Sheet Standard, etc).

4. You can now modify the report to show more or less detail, a specific date range, etc. (More information on modifying reports will follow in a future blog).

*If you make many modifications to a report or need to run a report regularly, it is a good idea to memorize the report so that it can be easily accessed at a later time. Simply click the Memorize button on the report screen and follow the steps to name and save the report.

5. If you want to narrow in on a specific account on a report simply double-click on the dollar-figure and QuickBooks will open a Transactions by Account report which lists all of the transaction that make up the figure.

Keep in mind that if you change any data in the specific date range that the report covers, the report will change. This is why it is smart to reconcile your accounts prior to running Financial Reports.

Backup a Company File

2008-07-01T08:05:00.000-07:00

Backing up your company file is a very important task that should be performed regularly. This ensures that should you experience a data loss or damage, you will not lose all of your data. You can simply restore your most recent backup, rather than being forced to re-enter all of your data. You may also need to back up your company file for your CPA or Bookkeeping Firm.

Here's how:

1. From the Home Screen go to File and select Save Copy or Backup from the drop-down menu.

2. Select Backup Copy and click Next.

3. Select Local Backup to save to a Flash-drive, CD, Zip or your hard-drive (it is recommended that you backup to an external drive in case your hard-drive crashes or is damaged). You may also select Online Backup to use QuickBooks' Online Backup Service. Click Next.

4. Select Browse to locate the appropriate drive you want to save your company file to. Click OK.

5. Select Save Now and click Next.

6. Verify location file is being saved to and click Save.

QuickBooks now saves a backup copy of your company file. When complete a screen will appear informing you the save was successful.

Please note: The procedures in this and all other postings on this blog (unless noted otherwise) are for QuickBooks 2007 and 2008 versions. If you are using an older version please feel free to send me a message for information specific to the version you are using.

Corporate Tax Deadline

2008-06-20T20:15:00.000-07:00

The Corporate Tax Deadline is appraoching!

Are you ready?

The Find feature

2008-05-29T13:15:00.000-07:00

The Find feature is one of my favorite and most used features in QuickBooks. This feature allows you to search your QuickBooks data for specific transactions (including, but not limited to: checks, deposits and invoices) with just a few simple steps and run a report if you desire. QuickBooks has two Find methods: Simple and Advanced.

To use the Simple Find feature:

1. From the Home Screen click Edit on the tool-bar and select Find from the drop-down menu (or simply press Ctrl + F on your keyboard).

2. The Find screen will appear - make sure the Simple tab is selected. Here you enter the transaction type and specific details you want QuickBooks to filter the search by. Click the Find button or press enter on your keyboard.

3. At the bottom of the Find Screen a list of all transactions that fit the specified search criteria you entered will appear.

4. Now you may either open a transaction, run a report or export the data to Excel.

-To open a transaction: Select the invoice and click the Go To button on the right-hand side of the screen or double-click on the transaction.

-To run a report: Click the Report button on the right-hand side of the screen. The Find Report screen will appear. You may now customize or further refine the data in your report.

-To export the data to Excel: Click the Export button on the right-hand side of the screen. The Export screen will appear - select where you want the data to and click OK.

5. If you did not find the transaction(s) you were looking for click the Reset button on the right-hand side of the Find Screen to perform a new Simple Find or follow the steps below to perform an Advanced Find.

To use the Advanced Find feature:

1. From the Home Screen click Edit on the tool-bar and select Find from the drop-down menu (or simply press Ctrl + F on your keyboard).

2. The Find screen will appear - make sure the Advanced tab is selected.

3. Choose the filter(s) you wish to use and enter the specific data for each filter. Click the Find button on the right-hand side of the screen or press Enter on your keyboard.

3. At the bottom of the Find Screen a list of all transactions that fit the specified search criteria you entered will appear.

4. Now you may either open a transaction, run a report or export the data to Excel.

-To open a transaction: Select the invoice and click the Go To button on the right-hand side of the screen or double-click on the transaction.

-To run a report: Click the Report button on the right-hand side of the screen. The Find Report screen will appear. You may now customize or further refine the data in your report.

-To export the data to Excel: Click the Export button on the right-hand side of the screen. The Export screen will appear - select where you want the data to and click OK.

I hope that you find this blog helpful. Please feel free to email me at leslie_connell@yahoo.com for questions or if you have a specific topic you'd like me to cover in a future blog.

New Client Discount

2008-05-27T16:34:00.000-07:00

Click to view larger image.

Give me a call or email me at leslie_connell@yahoo.com and mention this offer to recieve a 10% discount* on my already low rates!

*Offer valid for new clients only, up to 5 hours at discounted rate.

Bookkeeping Services Available

2008-05-25T15:40:00.000-07:00

Bookkeeping Services available. From basic monthly Reconciliations and Financial Statements to Clean-ups, from Full Service Bookkeeping including A/R, A/P, Reconciliations, Check runs, etc to Payroll. QuickBooks set-up and basic training also available. Customized services to meet your companies needs. Give me a call at 707-334-3740 or send me an email at leslie_connell@yahoo.com for more information.

Using QuickBooks 2005 or older? Upgrade now!

2008-05-24T18:25:00.000-07:00

If you are using an older version of QuickBooks not only is it a good idea to Upgrade, but you may soon be forced to if you wish to continue receiving full access to services and live technical support.

On May 31, 2008 QuickBooks is discontinuing support and many services for the following older versions of QuickBooks: QuickBooks 2005 or older, QuickBooks Point of Sale 4.0 or QuickBooks Enterprise Solutions 5.0.

Below is a list which I found on QuickBooks Support Site of products and services being discontinued on May 31, 2008.

Click on the image above for a larger view.

Call my friends, the Pro's at Custom Business Solutions at 775-348-9225 or 775-348-9200, for expert assistance in Upgrading to QuickBooks 2008 or for support.

QuickBooks Basics Blogs

2008-05-22T10:05:00.000-07:00

Wouldn't it be great to have an experienced resource for using QuickBooks accounting software? Well now you do!

I am a Certified QuickBooks ProAdvisor, Certified QuickBooks User and every-day user of QuickBooks. Each week I will post a blog with Tips, Tricks, How-to's and other useful information for QuickBooks users and Bookkeepers.

Please feel free to email me at leslie_connell@yahoo.com if you have particular questions or topics you'd like me to cover.