QuickBooks Upgrade

“Do I need a QuickBooks Upgrade?” I’ve been getting asked that question a lot lately! I really like QuickBooks as a small business accounting program, but one thing I’ve noticed over the years is that Intuit is really good at giving you opportunities to spend money. Here are three situations where upgrading is definitely a [Read More...]

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How to Add a New Bank Account in QuickBooks

Most of these instructions apply to adding other kinds of accounts in QuickBooks, but we will be looking specifically at bank accounts in this example. You should have  bank account in QuickBooks for each bank account your business has (this includes PayPal). So if you open a new one, you’ll need to add it to [Read More...]

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QuickBooks Accountant’s Copy

How to Create a QuickBooks Accountant’s Copy Open your QuickBooks company file. Go to File->Accountant’s Copy->Send to Accountant… Follow the instructions on screen to create and send the accountant’s copy. You will need to make a couple choices during the process: Set the dividing date: Your accountant will work on or before the dividing date. [Read More...]

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