Practical QuickBooks

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 [...]

QuickBooks Loan Manager and Internet Explorer 9 Problem FIXED

Charlie — Thu, 06 Oct 2011 00:37:18 +0000

When Internet Explorer 9 first came out, QuickBooks users wondered if we would have problems with it. The answer was Almost no, but there are some issues. For the most part, current versions of QuickBooks work fine with Internet Explorer 9, with some small exceptions. The one that I heard about the most was that [...]

QuickBooks 2012 Doc Center Problem Workaround

Charlie — Mon, 26 Sep 2011 16:00:03 +0000

Quickbooks 2012 adds a Doc Center, which is a reworking of QuickBooks Attached Documents (or QuickBooks Document Management). See this QuickBooks and Beyond article on all of the changes (and there are lots!). Now the product only stores documents locally, without the option to store documents online. However, there are some problems. Let’s take a [...]

QuickBooks 2012

Charlie — Tue, 20 Sep 2011 20:38:48 +0000

QuickBooks 2012 is coming out this month, is it a good update? The short answer is “yes”, but with my usual cautionary statement of “wait until it matures a bit”. I don’t recommend that you use the “R1” release of QuickBooks in any year – the R1 release is almost like a second stage “beta [...]

QuickBooks 2011 R8 Has Problems

Charlie — Mon, 08 Aug 2011 22:52:47 +0000

You can It has only been out for a few weeks, but it looks like the QuickBooks 2011 R8 update has problems. As it stands now, Intuit has removed this from automatic update status. If you haven’t updated to R8, DO NOT. If you HAVE updated, and aren’t seeing problems, cross your fingers. I’ll note [...]

Turning Off the Online Payment Link in QuickBooks Invoices

Charlie — Wed, 03 Aug 2011 00:26:55 +0000

Although I love the Intuit PaymentNetwork for collecting customer payments, it doesn’t fit everyone’s needs. Unfortunately, QuickBooks has a tendency to try to force this on us, and I see a lot of complaints about that “pay online” tag that QuickBooks inserts into invoices. It seems like a good time to review how to turn [...]