You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Internal Safeguards No business owner wants to believe that his or her employees could use their QuickBooks access to commit fraud. But it happens. Your company file contains credit card and checking account data that could be used for […]
Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time, so learning how memorizing transactions can save you more? Making Copies To memorize a transaction, you first need to create a model for it. Let’s say you have a monthly bill for $450 that’s paid to Bruce’s Office Machines. You’d click Enter Bills on the home […]
Setting Up QuickBooks Desktop Users
Identifying and Setting Up QuickBooks Desktop Users To get started, open the Company menu and scroll down the list to highlight Set Up Usernames and Passwords. On the slide-out menu, select Set Up Users. The User List window will open, and you should see your own entry as Admin. Click Add User. To give an […]
Establishing Preferences in QuickBooks
To start customizing QuickBooks so it works best for you, open the Edit menu and choose Preferences. As you can see, the left vertical pane contains a list of Preference types. Click on any of these to change the option screens to the right. Always click the tabs labeled My Preferences and Company Preferences to make sure you see everything that’s displayed for each […]
Creating Meaningful Reports in QuickBooks – Part 2 (Customizing)
The actual mechanics of creating reports in QB are fairly straightforward. You can go to the Report Center, make a selection, maybe change the date range, and voila! Your company’s related data appears in neat rows and columns. You may be able to get some of the information you need by changing the date range […]