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Category: General Tips

QuickBooks 2012 1099 Wizard Bug (and workaround)

| January 10, 2012 | 2 Comments

It’s that time of year – time to file your 1099 MISC forms, and this year is crazier than most. There is a bug in the QuickBooks 1099 Wizard that affects SOME people, and I have a workaround for it. This is only an issue if you are trying to map out an Other Current [...]

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Use the Open Window List in QuickBooks

| November 22, 2011 | 7 Comments

QuickBooks has a huge number of options and features, so many that it is hard for anyone to know all of the ways that it can be used. When I help someone with QuickBooks, either on site or through an online support session, one of the first things that I show people is how to [...]

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QuickBooks Support and Training Resources

| October 24, 2011 | 3 Comments

Every year I like to revisit this subject – what kind of resources are available for support and training for QuickBooks? Here is my latest list – many of these are free, but some do have a cost involved. Please add your comments about resources that YOU have found that are helpful.

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QuickBooks Loan Manager and Internet Explorer 9 Problem FIXED

| October 5, 2011 | 15 Comments

When Internet Explorer 9 first came out, QuickBooks users wondered if we would have problems with it. The answer was Almost no, but there are some issues. For the most part, current versions of QuickBooks work fine with Internet Explorer 9, with some small exceptions. The one that I heard about the most was that [...]

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QuickBooks 2012 Doc Center Problem Workaround

| September 26, 2011 | 4 Comments

Quickbooks 2012 adds a Doc Center, which is a reworking of QuickBooks Attached Documents (or QuickBooks Document Management). See this QuickBooks and Beyond article on all of the changes (and there are lots!).  Now the product only stores documents locally, without the option to store documents online. However, there are some problems.

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What is Different between QuickBooks for Windows and QuickBooks Mac?

| July 14, 2011 | 14 Comments

Intuit has a version of QuickBooks for the Mac – and several versions for Windows. While the products are very similar, there are big differences that you should know about. Here is a quick list of some of the significant changes – not that this is not a complete list.

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How To Print Modified QuickBooks Invoices Without Saving Changes

| July 7, 2011 | 16 Comments

This is one of those situations where a software company can’t win. People complain about the way it works, so you change the program to fix the problem. Then, other people complain about the fix, and wish it worked the old way. Fortunately, Intuit made this an option so you can have it either way. [...]

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QuickBooks Blogs That Can Help You–06.11 Edition

| June 30, 2011 | 4 Comments

It has been a great month for blog articles about QuickBooks. Here are some that you will find useful if you are using QuickBooks in your business: How to record a vendor refund in QuickBooks (QuickBooks Help): Lynda Artesani has quick little tips on how to use QuickBooks in particular situations, such as when you [...]

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QuickBooks Sales Tax Reports Don’t Match Total Income

| January 27, 2011 | 10 Comments

I don’t have a lot of taxable sales in my business, so I only have to report my sales tax to California once a year. Throughout the year I just merrily go along entering my sales into QuickBooks, and in January I run my Sales Tax Liability report. I use that report to fill in the values [...]

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QuickBooks Holiday Grinch

| December 21, 2010 | 34 Comments

It’s Christmas week here, when business SHOULD slow down, but it never seems to.  Rather than talk about new features (or bugs) in QuickBooks, or how to accomplish a particular task, I’m going to get on my soapbox and throw out some thoughts on things that have been bugging me. And, at the end, ask [...]

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