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Showing posts from 2007

Using the Shipping Manager

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics.

Shipping with FedEx and with UPS just got a whole lot faster and easier. Today, I want to tell you abut the Shipping Manager that is built right int your QuickBooks software.


With QuickBooks Shipping Manager, you can process shipments and print FedEx and UPS labels from within QuickBooks.

In Point of Sale version 7.02, you can now ship directly with UPS and you can print the shipping and address labels from that software as well.

The best thing about this feature is that it is FREE to use. You will only pay for the FedEx or UPS charges when you ship.

Shipping Manager pre-fi…

How Was That Credit Applied?

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics.

My office recently received a call from a client who had a bit of a mystery. Her previous bookkeeper had used part of a credit on a bill when she paid a vendor, leaving part of the credit remaining open and unapplied. She had no idea when this happened, which bill received the partial credit, and no clue how to research the history of transactions

She needed help finding the bill on which the partial credit was applied. While there may be other ways to find the answer, here's how we helped her find the answer:

1 - Go to the Vendor Center.
2 - Click on the Transactions …

How Do I Reconcile My Bank Account & Credit Cards in QuickBooks?

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics.

Today, I’m going to talk again about Reconciling Bank Accounts and Credit Card Accounts in QuickBooks®. I've gotten a lot of queries recently about the reconciliation process in QuickBooks. If you listened to my last podcast, you know that one of the significant issues addressed in QuickBooks 2008 R3 update pertains to the bank reconciliation process. I think this is a good time to review the reconciliation process.

Nothing is so important and so overlooked in the bookkeeping process as performing monthly bank reconciliations. QuickBooks makes this process as easy as…

QuickBooks Updates - 2008 R3, 2007 R 10, 2006 R 11

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Ask the QuickBooksGal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics.
There is a major release for QuickBooks 2008 available now for manual downloads. It will be available December 13th in automatic download, but you can get it now by going to the R8 update page.

What is the difference between a manual and an automatic update? Simply put, manual updates must be accessed and downloaded from Intuit's website and then installed to your computer. Automatic updates (which you should all have turned on) work behind the scenes to keep your version of QuickBooks up to date.

Current users of QuickBooks 2008 may notice th…

QuickBooks Simple Start

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Today I want to take a few minutes to talk about Simple Start.It’s available for free here
It’s for first time users – can’t import from Quicken, QuickBooks, or Peachtree.. However, you can grow with it and upgrade Simple Start to other versions of QuickBooks if needed. As you complete everyday transactions, you'll be automatically tracking tax-related income and expenses, making tax time a snap.Track the money flowing in and out of your business. Know who it comes from and where it goes. Simple Start keeps sales, expense, and customer information in one place, so i…

What is A Podcast - What is My Podcast?

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Today I want to take a few minutes to talk about Podcasts.

About five years ago I asked my very brilliant son if there was a way that I could produce a "mini" radio show on my website where I could provide a place for my clients to ask me questions; where I could record instructions that would allow me to talk them through the process. He told me about a new thing called Podcasting. I was a little intimidated by what I perceived to be a complex process and pretty much tabled the idea. Last year, I decided that it was time to follow up on my radio show idea and…

Daylight Savings Time - Are You Ready?

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!



Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Today's topic is making sure we are ready for the new Daylight Savings Time that affects most of the country on November 4th.


While most computers will not be affected, you may want to play it safe and visit the Microsoft Daylight Savings Support Center to determine if you are ready or if you need to take steps to assure that you won't have problems when you turn your computer on after the time change. You can go to blog.quickbooksgal.com for a link.


I hope this information is useful. I appreciate your time and hope you will join me again next time for anothe…

Do You Have a Company Computer Use Policy?

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Today's topic is Monitoring Employee Computer Use & Abuse.


Do your employees stab at their keyboards when you approach? Are their giggles unlikely to be caused by open invoice report or check register on the screen? Are they spending more time reading from their screen than producing when at the computer?

Maybe it's time for a formal Computer Usage Policy. Consider a policy that expressly states all or a variation of the following check list. I print two copies, require that employees sign both copies (one for them and one for me) and I add a disclaimer above…

QuickBooks Point of Sale

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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.

Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Today's topic is QuickBooks Point of Sale. If you are a retailer with one cash register in one store or you have 10 stores and need 10 cash register stations, then QuickBooks Point of Sale is a great solution.

In addition to being a great product, Certified Point of Sale ProAdvisors are local and accessible when you need assistance. Their proven experience in the Point of Sale software and hardware installation, implementation and training is an added bonus when using this product.


Point of Sale is available in three versions: Basic, Pro and Multi-Store. I'm going to discuss some of the features of eac…

Enterprise Solutions "Magic Button" - Generating a Purchase Order from a Sales Order

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Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. You can listen to our archived podcasts at blog.quickbooksgal.com. If you are using Peachtree or Microsoft Office Accounting, be sure to check out our PeachPods & MicroPods....just visit www.quickbooksgal.com and follow the links.

Today we're going to talk about QuickBooks Enterprise Solutions' magic button that allows you to convert a sales order to a purchase order. It's really easy! Here's how:

1 - Open an existing sales order

2 - Using the Create Invoice drop down, select Purchase Order

3 - Choose one of the following options

a) Create Purchase Order for All Allowed Items- this lets you to use all allowable items

b)Create Purchase Order for Selected Items - when you want only some of the items into into a purchase order, use this option and then you can select the items & quantities you wish to c…

Getting Ready for End of Year - W-2 & 1099

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Hi, I'm Jayne Miller, the QuickBooks Gal.

Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. You can listen to our archived podcasts at blog.quickbooksgal.com. If you are a Peachtree user, be sure to check out our new PeachPod series at peachpods.custmbiz.com.

Last year I published a podcast about W-2's and 1099's that I think is worth repeating. It's getting to be that time of year and we need to be thinking about some of the things we have to do to get ready. As a business owner with employees or subcontractors you will be required to issue W-2's to employees and 1099-Misc to non-incorporated, non-employee service providers.

Subcontractors and service providers who are not incorporated must provide a form W-9 to you. You'll use this information to issue a 1099 to them if they were paid $600 or more in the tax year. You can download form W-9 at IRS.GOV. I generally mail this form to all subcon…

10 Tips for Preventing Fraud

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Hi, I’m Jayne Miller, the QuickBooks Gal.
Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. You can listen to our archived podcasts at blog.quickbooksgal.com. If you are a Peachtree user, be sure to check out our new PeachPod series at peachpods.custmbiz.com. I have a great list of tips for preventing fraud that I would like to share with you today. I've published the list at blog.quickbooksgal.com if you want to print it for future reference.

Top Ten Tips to Help Prevent Fraud (in Order of Effectiveness)

1. Send Bank and Credit Card Statements to a Separate Address. Do not send your bank statements to your business address. Have your bank statement sent to your home, PO Box, or lockbox address. Review each check both front and back for payee, signature, and endorsement. Even if you don’t allow your employees to use your credit card, make sure those statements sent to an alternative address too. Examine eac…