Sharing your QuickBooks file across networks

Have you ever wanted to give your bookkeeper or accountant access to your QuickBooks file while you're still using it? Maybe you want to be able to work on QuickBooks while you’re away from the office. There's a solution! It's called LogMeIn … [Read more...]

Batch Invoicing: Speed Up Your Billing – Coming Soon!

Do you ever need to bill a bunch of customers for exactly the same products and services, all at the same time? With batch invoicing, you can create an invoice once, then send it out to a group of customers—even if they've got different tax … [Read more...]

QuickBooks for Mac 2013 User’s Guide

The QuickBooks for Mac 2013 User's Guide, Version 2 is here! We've added info about how to use our new-and-improved Reconcile feature, plus instructions on backing up and restoring backed up company files. To download Version 2, click the link … [Read more...]

For Accountants: Get to Know QuickBooks for Mac Users

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Should you stick with QuickBooks for Windows?

QuickBooks for Windows and Mac offer the same basic set of financial management tools, but have some differences as well. Depending on what features you've been using on QuickBooks for Windows, a switch to QuickBooks for Mac may not be right for … [Read more...]

Online Banking: Updating your register

When you use online banking, you either import or download transactions from your financial institution. Some of those transactions may already be in QuickBooks, but some may not be. Updating your register means: You add any transaction from your … [Read more...]

Online banking: Renaming rules for payee names

When you download or import transactions, the names of payees in your downloaded transactions may not match the names of payees in QuickBooks. That means you need to go through and match each one with a payee in QuickBooks and that can burn a lot of … [Read more...]

Online banking: Using Web Connect

Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution's website. Then you import that file into QuickBooks. To use Web Connect, … [Read more...]

Online banking: Tips and troubleshooting

Here are some tips to help you fix the most common problems with online banking in QuickBooks. Setting up online banking What do I do if my financial institution is not listed?If you don't see your financial institution name when setting up … [Read more...]

Preparing for Year-End

Checklists make work faster and easier, and even a simple checklist can save you hours of time at year-end. A Year-End Checklist Saves time:  Your checklist helps you do each step in order, keep from back-tracking, duplicating work, or doing … [Read more...]

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