Archive for February, 2009

Copying QuickBooks Form Templates

| February 26, 2009 | 15 Comments

A very common question I see in the Intuit Community forums is “I’ve created a custom template for my invoices, can I copy that over to my sales orders and other forms?” Today’s quick tip describes how you can easily accomplish this.

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How to Deal With QuickBooks 2009 Online Banking

| February 18, 2009 | 9 Comments

I’ve written several posts about the problems with the new online banking feature in QuickBooks (here, here and here), and in this article I’m going to provide you with some resources to help you if you have to deal with these problems. (Note that on 3/17/2009 I published a followup article)

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How QuickBooks Shows Sales Tax on Invoices

| February 15, 2009 | 103 Comments

In my prior article on sales tax in QuickBooks I showed you how to set up QuickBooks to properly manage sales tax. Now lets see how QuickBooks displays the sales tax in an invoice. When you add sales tax to an invoice we need it to show somewhere on the printed form so that the customer can […]

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QuickBooks 2009 Release R6

| February 6, 2009 | 6 Comments

Just a quick note. Intuit released the R6 update of QuickBooks 2009 today, with little advance notice. There are only two fixes listed for this release: If your company file is located in certain locations (some network locations, the root folder of a drive) you would get an error (-6177, 0) when trying to open it. […]

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Setting Up Sales Tax in QuickBooks

| February 3, 2009 | 104 Comments

I see a lot of questions about sales tax in the Intuit Community forums, so I’ll give a quick overview of how to set it up in QuickBooks. Some Concepts If you are going to charge sales tax on an invoice, several things must be set up: The sales tax preference must be enabled. You […]

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