Practical QuickBooks

Too Many Subscription Emails? RSS Can Help

Charlie — Mon, 18 Mar 2013 17:00:02 +0000

It should be no surprise to anyone that I’m addicted to blogs. After all, I write articles for several blogs myself (QuickBooks and Beyond, Practical QuickBooks, Intuit Small Business Blog, CCRSoftware Tips, California Wildflower Hikes). I try to follow over 40 different blogs on many subjects – QuickBooks, local news, wildflowers and natural history, blogging [...]

Inserting the Invoice Number in a QuickBooks email

Charlie — Thu, 17 Jan 2013 00:00:22 +0000

When you use the Send button in QuickBooks 2012 to email a copy of an invoice (or, the Email button in QuickBooks 2013) the content of that email message is set in your Send Forms preferences. Here’s a tip on how to insert the invoice number in the subject line of that invoice. Here’s a [...]

QuickBooks News for November

Charlie — Mon, 03 Dec 2012 22:55:24 +0000

There’s a lot of information published about QuickBooks in many different blogs (and other sources) – here’s a rundown of some of the more interesting things I came across in November (some from me, some from other writers). See the articles for details! QuickBooks and Windows 8: At this time Intuit doesn’t officially support Windows [...]

QuickBooks Training Videos

Charlie — Tue, 19 Jun 2012 16:00:42 +0000

I’m always on the lookout for good sources for QuickBooks training, and my friend Woody Adams of Radio Free QuickBooks and Intuit has a wonderful website with a wide variety of QuickBooks training videos that he has collected over the years. Take a look at Woody’s QuickBooks Product Videos website and you’ll find a wealth [...]

Can I Get a List of New Customers from QuickBooks?

Charlie — Tue, 12 Jun 2012 16:00:06 +0000

Here’s a common question – “How can I get a list of customers that I’ve added to my QuickBooks company file this last month”. There are a couple of ways of doing this, let me show you a trick. When you add a new customer to your QuickBooks company file, QuickBooks stores a time created [...]

QuickBooks Insists That I Assign A Sales Tax Code–But Sales Tax Is Turned Off?

Charlie — Wed, 28 Mar 2012 16:00:44 +0000

Here’s a problem that a reader in QuickBooks and Beyond brought to me that I hadn’t seen before. Create an invoice, and when you try to save it you get a message “You must assign a Sales Tax Code to this line item…” . QuickBooks won’t let you save the invoice until you do. The [...]

Show the QuickBooks Job Cost Center in QuickBooks Accountant

Charlie — Tue, 20 Mar 2012 16:00:41 +0000

OK, so you are using QuickBooks Accountant, because you want to have access to ALL of the features that QuickBooks includes. Or perhaps you are an accountant or QuickBooks ProAdvisor, and that is the version that you were given. Did you happen to notice that the Job Costing Center isn’t showing in your menu? Want [...]

QuickBooks 2012 1099 Wizard Bug (and workaround)

Charlie — Wed, 11 Jan 2012 00:06:35 +0000

It’s that time of year – time to file your 1099 MISC forms, and this year is crazier than most. There is a bug in the QuickBooks 1099 Wizard that affects SOME people, and I have a workaround for it. This is only an issue if you are trying to map out an Other Current [...]

Use the Open Window List in QuickBooks

Charlie — Tue, 22 Nov 2011 17:08:26 +0000

QuickBooks has a huge number of options and features, so many that it is hard for anyone to know all of the ways that it can be used. When I help someone with QuickBooks, either on site or through an online support session, one of the first things that I show people is how to [...]

QuickBooks Support and Training Resources

Charlie — Mon, 24 Oct 2011 16:00:58 +0000

Every year I like to revisit this subject – what kind of resources are available for support and training for QuickBooks? Here is my latest list – many of these are free, but some do have a cost involved. Please add your comments about resources that YOU have found that are helpful. Books and Training [...]