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The Quickbooks Blog

It's our goal to walk you through all the ins and outs of QuickBooks. We'll discuss products, and walk through "how-to's" on different functions within QuickBooks. We'll also address questions and comments from our readers and work through problems that may arise.

SourceLink 4.1 a Good Complement to QuickBooks
March 19, 2008, 2:40 AM
I recently got the chance to install Standard Edition SourceLink 4.1 as a third party vendor software to QuickBooks.....Basically this is a document management program that gives you the ability to file, retrieve, and organize your source documents associated with any QuickBooks record.

Coding Petty Cash
March 11, 2008, 11:25 AM
One of the most frequent mistakes accountants see on financial statements is the miscoding of petty cash. It is a very simple concept to grasp but for bookkeepers who do not know what they're doing, they can really make a mess of this simple entry.

I finally did it! Microsoft Virtual PC 2007
March 07, 2008, 10:40 AM
Microsoft Virtual PC 2007 and QuickBooks Pre 2006... Vista and incompatibility issues...I finally did this myself and you can too.

1099 Form for 2007
February 27, 2008, 9:45 AM
First of all, the deadline for issuing 1099's is the end of January, so people emailing me recently have already missed the deadline.

File Size - Beginning Balance Transfer Utility from Karl Irving
February 05, 2008, 10:25 AM
My company file size is 341mb and I need to reduce it. If I do as you said, start a new company file, and export my lists. What will happen with my open invoices, item list count (Quantity per item). Do I have to go back and re-enter all those open invoices, bills, and totals ect..? Does this sound familiar? We are looking at a utility called Beginning Balance Transfer Utility from Karl Irving.

QuickBooks Q&A - QuickBooks migration
December 28, 2007, 2:00 AM
Q. I have a customer who is currently using quickbooks pro 2005. Will his working file migrate into quickbooks Premier Manufacturing ok or is there prep work to be done first. A. His file should migrate just fine...

Outsourcing Your Accounting In The New Year
December 18, 2007, 10:05 AM
The last thing you want to do as a new business owner is work first, plan later. This is NOT a plan of action. If you want your business to flourish, you must plan.

QuickBooks Q&A
December 10, 2007, 3:00 PM
I would like to hear from the readers of this blog - we have a pretty considerable audience from the stats that I'm getting. I'd like to get some questions to answer in addition to some of the tutorials I'm working on here...I've got a short list I'm going to start with here...perhaps it'll spur some questions from some of you. In addition to questions from you, I'd like to know what tutorials you'd like to see put up here...will answer or work on just about any tutorial or question you post.

QuickBooks pdf error
November 26, 2007, 10:55 AM
QuickBooks PDF converter error...here's the fix. Hope it helps someone here...

QuickBooks & Fraud - Evaluate your need for a good QB ProAdvisor
November 14, 2007, 1:30 PM
I recently read this post in The Sleeter Group yahoo group (members only group) regarding a thread regarding fraud and QuickBooks...the posts coming through are very very interesting and very ingenious really...I'm going to post one with the permission of the author: ...



Latest Comments in The Quickbooks Blog posts

Hi Brandon,

Apologies for a touch of self promotion here, but I think this is relevant to your post and will be helpful to folks experiencing this problem. We have just launched a free fix for the pdf error in Quickbooks. billFLO is a custom built application that integrates with Quickbooks to generate pdf invoices. The user interface also allows users to customize the email message and send invoices individually or in batches. We'd love to get your feedback on it: www.getbillflo.com

Many thanks
Ian Sweeney
Anoowa, Inc.
By: ian on QuickBooks pdf error
Our business sells just meals and beverage items. The register slip is cashed out at the end of each shift. What is the best way to enter these sales in Quickbooks since there is no specific customer?
By: Craig on QuickBooks Q&A
I've been using Quickbooks Pro Canadian version (2001). However, I'm now back in the US with a US business and I want to migrate to the US online version so my bookkeeper can take over the work. Can I migrate from Canadian desktop to US online versions and keep all my data? Thanks!
By: Denise Wakeman on QuickBooks Q&A - QuickBooks migration
You are absolutely correct Dennis, mistake on my part. 2007 and 2008 DO work with Vista 2006 and below do NOT work with Vista. Good catch!
By: Brandon Morris on QuickBooks and Vista - pre '08 - what are your options?
You might want to check this link. It suggests that QuickBooks 2007 runs in Vista http://support.quickbooks.intuit.com/support/Vista/ProductCompatibility.aspx My understanding is that QB 2006 and previous versions will not run in Vista. onsiteonline@yahoo.com ...
By: Dennis Kurowski on QuickBooks and Vista - pre '08 - what are your options?
Great advice on the upgrade to 2008 with just the cost of shipping. Thanks so much!
By: Brad G. on QuickBooks Migration - 2007 to 2008
I review Quickbooks Merchant Account statements often. I know the convenience is great with their service but their fees tend to be on the high side. Check out this web page to see an option that allows you to use Quickbooks software but use any merchant account provider you want - http://www.skipjack.com/solutions.aspx?cmsphid=85781357|4347063|2685241 By the way, I am not employed by this company or being paid for writing this by anyone. Robb Lejuwaan http://straightpassthrough.typepad.com ...
By: Robb Lejuwaan on QuickBooks - Virtual Terminal Plus
I've got several business entities within quickbooks and Classes are the only meaningul way to tell which ones are doing well and which ones aren't (not to mention many other reports).
By: Frank Ross on QuickBooks Payroll - Profit & Loss by Class
If you'll cut and paste this link into your browser, these people may be able to help out... http://forums.techguy.org/windows-vista/604393-dual-os-need-quickbooks-work.html ...
By: on QuickBooks Performance Issues
Okay, here's the deal. Unfortunately, there is a whole bunch of people in your boat. The short answer, it doesn't work, period. Now, there is a possibility, depending on how techie you are or if you want to have an IT person do this for you. You can install a dual operating system. Basically, run Windows XP and Windows Vista on the same computer. There is a writeup on one of my favorite websites www.helponthe.net. Uh oh, I really am a nerd :( my wife was right. Here is a link directly to the article. http://forums.techguy.org/windows-vista/583697-guide-installing-xp-win2k-after.html I sincerely hope this helps...
By: Brandon Morris on QuickBooks Performance Issues
Do you have any insight into Quickbooks for Vista issues? I just purchased a new desktop PC with Vista, and can't use my old Quickbooks any more and am being told that I must upgrage at a cost of a few hundred $$$. Is there a way to use older versions of Quickbooks on Vista?
By: Jackson on QuickBooks Performance Issues
Yes, there will be more. I can put you in touch with Bill Gerber if you would like and he will add you to the mailing list? Thanks! Jillian ...
By: on Outsourced Accounting Webinar
I missed this post, and am interested in these kinds of free webinars. Do you know if more are coming?
By: Jake W. on Outsourced Accounting Webinar
Hello there I'm dusting of cobwebs, back around 1947-48 (circa): I was a staff photographer for The Fisherman's News, a man named Stan Stapp enlisted me for my photos involving a car that went off the end of the dock at Fisherman's Terminal. My 4x5 Speed Graphic was busy those days suppling accident photos to SPDs\ Special Detail (the Police unit investigating vehicle fatalities). Do you have any history on that staff (NON-PAID) position, may name was listed as the staff photographer for a couple of years back then. ... Now 72, I'm writing aboout the events where i Had been involved as a law0man and photographer e.g. the Seattle Cedar Lumber Manufacturing fire that destroyed that turn of the century: The fire was so intense that the updraft placed a 55 gallon water barrel located on the roof of Kiln #4, the origin that fire that was fought for three daysL incinerating over a million board feet of cedar. I personally new Bill Back the PresidentL the Black family found jobs for each of the mills: Bill continued to pay each one until they were employed again. Bill Black & John Andersen founded Olympic Stain after the Seattle Cedar Fire. .... What a story! Many memories and it was Stan Stapp encouraged me to join into law-enforcement, I did and I was forever thankful. Thanks for listening. Best regards, Ron Mitchell, (once the staff photographer) 1000 Fountain Terrace Drive, Unit 310 Lewistown, Montana 59457 USA ...
By: Ron Mitchell SR. on QuickBooks: Premier Product Review
Yes it is a great product for small service oriented business company. I really enjoyed reading the various features of the software. However, I liked most is that the user does not have to enter sales figures rather receipts and invoices and checks.
By: Razib Ahmed on QuickBooks: Simple Start Product Review
And don't forget to check out the new QuickBooks Online Community at www.quickbooksgroup.com.
By: quickbooksguy (Scott) on QuickBooks Introduction

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