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Define Fields for Customers, Vendors and Employees

Did you know you can define fields in the Customer, Vendor and Employee profiles within QuickBooks? Here's how:

  • Double click on the customer name.
  • Click on the Additional Info tab.
  • Click on the Define Fields box
  • In the Label column, type in your Label name.
  • In the Use For columns, click if it's going to be used for Customer, Vendors or Employees.
  • In the What Kind of Data column, click ...


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Changing Fonts and Size of Reports

Did you know you can change the font, font style and size on the QuickBooks reports you use? Here's how:Changing QuickBooks Reports Font Size

  • Go to Edit, Preferences.
  • Come down to Reports & Graphs.
  • Click on the Company Preferences tab. (You may have to switch to single user-mode.)
  • Click on Format.
  • Click on Fonts & Numbers tab.
  • Choose the part of the report you want to change.
  • Click on Change Font.
  • Cha...


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Credits and Debits - HELP!!!

Credits and Debits... I know what most of you are thinking; that sounds like a fascinating topic. NOT! Therefore, I will make this succinct and to the point.Credits and Debits - HELP!!!

What I really want to give you is a place (this blog posting) you can refer to when you need to know what happens when you debit certain accounts and what happens when you credit certain accounts. Most of the time, you need not be concerned with this as QuickBooks handles most debits and cred...


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Payroll Critical Notice

 We just received this and wanted to make sure our QuickBooks Payroll clients were aware you may receive a Payroll Service error. Read below for further information.

 

 

Payroll

 

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The Icon Bar...make it work for you!

When using QuickBooks software, you will find there are numerous ways to get to the same screen. For example, let's say you want to get to the Chart of Accounts. From the Home Page, under the section which reads, "Company" you will see an option, "Chart of Accounts". Additionally, from the Top-Level Menu options, you can click on "List", "Chart of Accounts". Another way is to press the "Ctrl" key and, while keeping it pressed, press the lette...


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SimplePort (from PayPal -2- QuickBooks)

From time-to-time, a piece of technology is created that simplifies our world and saves us time and therefore, our client's real money. Such is the case with SimplePort; an application that syncs your PayPal data with QuickBooks making this task a very simple one to accomplish.SimplePort

For years now, I have been working with a client who has not only one, but two PayPal accounts used regularly in their business. In the past, I have had to enter tr...


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2011 Advanced ProAdvisor

Every two to three years, Intuit ProAdvisors have the option to retake the Advanced ProAdvisor Certification Exam. This advanced certification was first offered in 2009. I Advanced Certified QuickBooks ProAdvisortook this difficult exam back in 2009. It was not easy, but I did pass the exam with flying colors. I am pleased to announce that I have retaken this challenging exam and once again I have passed with honors. Honestly, I'm glad this exam is behind me for a few years.

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