Category: QuickBooks Tips

Intuit, the maker of QuickBooks, releases new versions of QuickBooks on a regular basis. Some are called “Updates” and those are free. Some are called “Upgrades” and those need to be purchased. When using QuickBooks, you will often get a warning…

Many businesses come to a point when their QuickBooks file has become too large. How can you tell when “large is too large” and what can you do about it? The definition of “too large” in QuickBooks is fuzzy. You can hit a ceiling based on the sheer size of the file…

The first baby step with QuickBooks can be intimidating. Whether you are starting a brand new business or you decided to move the books of your existing business to QuickBooks for the first time, there is this always this moment of pause…

One of the most painful and time consuming tasks in QuickBooks is the process of reconciling the credit card deposits made by your merchant service provider to your bank account. They seldom match because the merchant service provider deducts fees and…

The QuickBooks Accountant Copy is a great concept on paper, but a hindrance in real life. Nowadays, there are much more elegant and efficient ways to coordinate your work with your CPA, tax adviser or bookkeeper. If your CPA asks you for an Accountant Copy, I recommend…

With QuickBooks, there are three distinct concepts of “upgrades”:
Moving up to a more powerful version of QuickBooks, e.g. going from QuickBooks Pro to QuickBooks Premier.
Staying within the same version of QuickBooks, but upgrading to the latest year’s software, e.g. going from QuickBooks Pro…