QuickBooksGal

Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to another QuickBooks Minute. I'm Jayne Miller, The QuickBooks Gal. If you are just starting out with a small business and you're on a tight budget, you don't have to sacrifice your accounting system. Look sharp, learn a great software, and keep track of your income and expenses with Intuit's great starter software - Simple Start. It’s available for free at the QuickBooks website. It’s for first time users – you can’t import from Quicken, QuickBooks, or Peachtree, but, 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 it's easy to find what you need when you need it. Look...

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Today we’re talking about classes in QuickBooks. And I don’t mean going back to school. Class tracking is a powerful feature that allows you to view reports such as your profit and loss by location, branch office, or other class that you define. In order to use class tracking, the first thing you have to do is turn that feature on. Go to the "Edit" menu and select "Preferences." From there, Click on "Accounting" and select the "Company Preferences" tab. Now click in the box next to "Use Class Tracking" to turn the feature on. Once you've done that click OK. Now every time you write a check, enter a bill, or record a deposit, you will see a "class" column. To add classes you can either type something into that column the first time you need to set it up (QuickBooks will prompt you to create the class) or you can go to the "Lists" menu and cl...

“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Call The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Quite often, I get calls from folks who do their own payroll with questions about the standard payroll tax reports that need to be filed. Since I am in Nevada, I would like to recap the payroll reports, Federal and State, that need to be filed quarterly. Here's a quick Check-list of the quarterly and annual reports you will need to file if you live in Nevada: 941 Employers Quarterly Federal Tax Return Nevada State Unemployment Nevada Modified Business Tax 940 FUTA Nevada Child Support Collection Fee Let's take these one by one, quarterly a...

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 if it was possible to print labels in QuickBooks… and if so, how is it done? QuickBooks prints mailing labels or Rolodex cards from any of the following lists: • Customers & Jobs- (customer names only, not specific jobs) • Vendor • Employee • Sales Rep • Other Names Here's how: Go to the File Menu, click Print Forms and then click Labels. Choose the names you want to appear on the labels or cards. QuickBooks gives several options on the “Select Labels to Print” window that displays. Click OK after choosing the options and the “Print Labels” window displays where you can select the appropriate label format that you require. 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 listening. Got a QuickBooks Mess? Call The Quic...

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal. Did you know that you can change the default title of a form when you view it onscreen and when you print it? You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location. Here’s how: 1. Open the Customize window. 2. To change the default title, click the Header field and enter the new title in the Title field. 3. To change the way the title appears on the printed form: a. Click the Layout Designer button. b. In the Layout Designer, do any or all of the following: - Move the title to a different position on the form - Change the font for the form title - Add borders or lines around the title - Add a background color to the title (if you will print the form on a color printer) 4. When done, click OK to close the Layout Designer window. 5. Click OK to close the Customize window. 6. To see ...

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal. 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. This is a dynamic product. Our clients like the product and they really like the fact that they can find a local expert to help them get started. When you are ready to move up to a Point of Sale system, call us...we're QuickBooks Certified Point of Sale ProAdvisors who can answer your questions, provide installation & implementation support, and offer premium pricing in our online store. That's today's QuickBooks Gal minute. Please come back for more tips and tri...

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal. I’m constantly surprised by how many QuickBooks users either have NO password on their files, or who have only one “main” password for the entire office to use. This is a terrible idea! Everyone who uses your QuickBooks file should have their own user name and password. Let's review two very important reasons for individual, unique user names & passwords. First: QuickBooks has a great built in feature called an “audit trail” which will let you go back and research who did what. In newer versions, the audit trail is always on. It will tell you that Jayne deleted check 1234 on March 5th – but only if Jayne is logged in under her own name. If everyone uses the same user name, then you will only know that “Someone” deleted that check. Second, and very importantly: It is human nature, that despite the fact that we shouldn’t, we often use the same password in QuickBooks as we do in other places such as our ...

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal. Until the most recent version of QuickBooks, which finally let us integrate the QuickBooks email function with Microsoft Outlook, one of the biggest frustrations of QuickBooks users who use the email function in QuickBooks has been that once something was sent it was essentially gone. Until now, there was no way to go back to a "sent" folder and take a look at the notes that had been typed in messages to clients or vendors. Of course, if you are like some of our clients who don't like using Outlook for email - then you still have this frustration as well. Unless, you use this great tip: In your Preferences, go to the "send forms" section. Click on "Company Preferences," and then add your email address to the "Bcc" field. This will automatically send a copy of every email you send out of QuickBooks to you, blindly, so that your customers & vendors aren't even aware...

“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Call The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Today's topic: Creating and using Vendor Credits in QuickBooks. One of our listeners recently wrote in a question asking about posting a credit from a vendor. She received a voucher for services and wasn't sure how to record it. Well, fortunately, this is an easy process. 1 - Post the credit just like a bill, but change the form to a credit 2 - Post your bills normally 3- When you are ready to pay the bill, select it and you will notice that the Credits & Discounts button in the lower right-hand corner of the pay bills window will activa...