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Showing posts from December, 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…