Recent Articles

Inserting the Invoice Number in a QuickBooks email

| January 16, 2013 | 38 Comments

When you use the Send button in QuickBooks 2012 to email a copy of an invoice (or, the Email button in QuickBooks 2013) the content of that email message is set in your Send Forms preferences. Here’s a tip on how to insert the invoice number in the subject line of that invoice. Here’s a […]

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QuickBooks News for November

| December 3, 2012 | 0 Comments

There’s a lot of information published about QuickBooks in many different blogs (and other sources) – here’s a rundown of some of the more interesting things I came across in November (some from me, some from other writers). See the articles for details! QuickBooks and Windows 8: At this time Intuit doesn’t officially support Windows […]

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QuickBooks Training Videos

| June 19, 2012 | 9 Comments

I’m always on the lookout for good sources for QuickBooks training, and my friend Woody Adams of Radio Free QuickBooks and Intuit has a wonderful website with a wide variety of QuickBooks training videos that he has collected over the years.

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Can I Get a List of New Customers from QuickBooks?

| June 12, 2012 | 10 Comments

Here’s a common question – “How can I get a list of customers that I’ve added to my QuickBooks company file this last month”. There are a couple of ways of doing this, let me show you a trick.

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QuickBooks Insists That I Assign A Sales Tax Code–But Sales Tax Is Turned Off?

| March 28, 2012 | 10 Comments

Here’s a problem that a reader in QuickBooks and Beyond brought to me that I hadn’t seen before. Create an invoice, and when you try to save it you get a message “You must assign a Sales Tax Code to this line item…” . QuickBooks won’t let you save the invoice until you do. The […]

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Show the QuickBooks Job Cost Center in QuickBooks Accountant

| March 20, 2012 | 22 Comments

OK, so you are using QuickBooks Accountant, because you want to have access to ALL of the features that QuickBooks includes. Or perhaps you are an accountant or QuickBooks ProAdvisor, and that is the version that you were given. Did you happen to notice that the Job Costing Center isn’t showing in your menu? Want […]

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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 Loan Manager and Internet Explorer 9 Problem FIXED

| October 5, 2011 | 27 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 | 12 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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QuickBooks 2012

| September 20, 2011 | 27 Comments

QuickBooks 2012 is coming out this month, is it a good update? The short answer is “yes”, but with my usual cautionary statement of “wait until it matures a bit”. I don’t recommend that you use the “R1” release of QuickBooks in any year – the R1 release is almost like a second stage “beta […]

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