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Showing posts from August, 2008

How to "Un" Apply Credits In QuickBooks

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Got a QuickBooks Mess? Call The QuickBooks Gal!
Welcome to the QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal

Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills).

So here is how it is done:

For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice.




For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then re-enter the credit…

QB Gal Minute - Managing the Number of Back Up Files on External Data Storage Devices

Got a QuickBooks Mess? Call the QuickBooks Gal!

Welcome to the QuickBooks Minute
I’m Jayne Miller, the QuickBooks Gal

If you are like me, you are very disciplined to the back up process and back up every time you use your QuickBooks company file. Sometimes, though, this can become a problem if you fail to implement a simple housekeeping tool that's built right into your QuickBooks software...managing the number of backup files on your external data storage device.

There is a way that you can set the number of backup files to be stored on your Flash Drive, Zip Drive, or other external back up media from right inside your QuickBooks Software.

It's easy!

The next time you back up your QuickBooks file:

Select OPTIONS in the back up window

Then place a check mark in the box next to "Limit the number of backups in this folder to ____"

Enter the number of back ups you wish to archive on your back up device.

Complete the back up process to assure that your commands will be there the…

QuickBooks Backup - My Flash Drive is Full!

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Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to the QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal.

One of my clients recently asked me why she was getting a message that her back up media was full and how to clean it up so she could continue to use it.

Free QuickBooks Guide for Premier & Enterprise 2008 Users

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Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to today's QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal.

Did you know that you can download the eBook version of
QuickBooks 2008: The Official Guide
by Elaine Marmel from McGraw-Hill – for free?

Versions of the guide are available at both the Premier and the Enterprise levels, depending on which software product you are using. There's a link right inside your software!

Here's how:

From QuickBooks Premier 2008, or from QuickBooks Enterprise Solutions 8.0, navigate to Help > Learning Center Tutorials

Then go to the What's New page to find the link for the eBook download.

Discount for QuickBooks Pro Owners!

Clients who are using QuickBooks Pro 2008 also get a break
40% off the printed version
QuickBooks 2008: The Official Guide
from McGraw-Hill by Kathy Ivens.


That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.

I’m Jayne Miller, the QuickBooks Gal. Thanks for…

QuickBooks Minute - Open QuickBooks with No Open Company

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Got a QuickBooks Mess? Call the QuickBooks Gal!


Welcome to today's QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal.

Do you ever wish you could open QuickBooks without an open company file? If you are a consultant or a bookkeeper with several company files, or you would like to open the software without opening a file (maybe someone is in your office and you don't really want them to see your file if you are not able to close it quickly enough).

There is a simple way to do this:

Just hold the control key when you open QuickBooks (any version - opened from any where - i.e. desktop shortcut or Start menu) and QuickBooks will open without an open company file.

Try it...it is really great if you are a consultant who might be seeing a client in your office...you really don't want them to see either your QuickBooks file or a client file that you may have been working in before they came to your office.

That's today's QuickBooks Gal minute.
Please come back for more…