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QuickBooks 2012

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Commands on the QuickBooks 2012 Banking Menu

While reconciling your account or entering transactions, you may not need to use all the commands provided by the Banking menu in QuickBooks 2012. Nevertheless, here are descriptions of some of the lesser [more…]

Set Up Basic Payroll with QuickBooks 2012

To set up do-it-yourself payroll, you step through a web-based interview in QuickBooks 2012. To start this interview, choose the Employees→Payroll→Order Payroll Service command. QuickBooks displays the [more…]

Sign Up for a Payroll Service through QuickBooks 2012

To sign up for the payroll service with QuickBooks 2012 after you’ve selected a particular option from the Intuit QuickBooks Payroll Services page, you fill in a series of web page forms. [more…]

How to Manage with a QuickBooks 2012 Budget

After you record your budget in QuickBooks 2012, you can compare your actual financial results to budgeted amounts by choosing commands from the Budgets & Forecasts submenu that QuickBooks displays. When [more…]

How to Record QuickBooks 2012 Journal Entries

QuickBooks 2012 makes it easy for accountants to record journal entries. If you’ve spent any time working with QuickBooks, you may know that most of the journal entries that get recorded into the QuickBooks [more…]

Reverse and Edit QuickBooks 2012 Journal Entries

To reverse a journal entry in QuickBooks 2012, first display the General Journal Entries window by choosing the Company→Make Journal Entries command. QuickBooks then displays the Make General Journal Entries [more…]

The QuickBooks 2012 Accountant & Taxes Reports

The Accountant & Taxes menu in QuickBooks 2012 appears when you choose the Reports→Accountant & Taxes command. Hidden on this submenu are more than a dozen menu commands and reports that are particularly [more…]

The QuickBooks 2012 Decision Tools

If you’re a professional accountant, you probably don’t use the Decision Tools command in QuickBooks 2012. However, you should know that some earlier versions of QuickBooks [more…]

Create an Accountant’s Copy of the QuickBooks Data File

QuickBooks 2012 makes it easier for accountants to work with client data files. Your client creates the accountant’s copy of the QuickBooks data file by using his version of QuickBooks and the real data [more…]

Electronically Sending the Accountant's Copy of the QuickBooks 2012 Data File

Your client can send electronically a copy of the QuickBooks 2012 accountant's copy using Intuit's file transfer service. To do this, the client chooses File→Accountant’s Copy→Client Activities→Send File [more…]

How to Use the Accountant's Copy of the QuickBooks 2012 Data File

Regardless of whether the client manually transmits an accountant's copy of the QuickBooks 2012 data file, e-mails an accountant's copy, or sends an accountant's copy via the Intuit file transfer service [more…]

Export Client Changes from the QuickBooks 2012 Data File

After you’ve used an accountant’s copy of the QuickBooks 2012 data file to correct transactions or to enter new transactions, you export the changes so that they can later be imported into the client’s [more…]

Import Accountant's Changes to the QuickBooks 2012 Data File

Your client imports the changes that you’ve made in the accountant’s copy of the QuickBooks 2012 data file into her working copy of the data file. In order to do this, the client chooses the File→Accountant’s [more…]

QuickBooks 2012 Report Window Buttons

The QuickBooks 2012 Report window typically provides eight different buttons: Modify Report, Memorize, Print, Email, Export, Hide Header, Collapse, and Refresh. You can find out what these command buttons [more…]

The QuickBooks 2012 Report Window Boxes

The Report window in QuickBooks 2012 provides five boxes: Dates, From, To, Columns, and Sort By. These boxes also enable you to control the information shown in the Report window and the appearance of [more…]

Use the Display Tab to Modify QuickBooks 2012 Reports

If you click the Customize Report button, QuickBooks displays the Modify Report dialog box, which you can use to customize a report. When you customize a report, you change the report’s appearance, layout [more…]

Use the Filters Tab to Modify QuickBooks 2012 Reports

The Filters tab is probably the most interesting and useful tab provided by the Modify Report dialog box in QuickBooks 2012. The Filters tab enables you to set up filters that you can use to specify what [more…]

Use the Header/Footer Tab to Modify QuickBooks 2012 Reports

The Header/Footer tab in the QuickBooks 2012 Report window controls what header and footer information appears on your report. You use the Show Header Information boxes to control the report header. [more…]

Use the Fonts & Numbers Tab to Modify QuickBooks 2012 Reports

The Fonts & Numbers tab of the QuickBooks 2012 Report window lets you change the font for selected pieces of report information. Use the Change Font For list box to select the bit of report information [more…]

How to Process Multiple QuickBooks 2012 Reports

If you choose the Reports→Process Multiple Reports command, QuickBooks 2012 displays the Process Multiple Reports dialog box. This dialog box enables you to request a bunch of different previously memorized [more…]

Document Retention in QuickBooks 2012

People sometimes ask how long they should keep old QuickBooks reports, copies of invoices, and other bits of accounting information. Unfortunately, there isn't really a one-size-fits-all answer to this [more…]

Top-Line Budgeting with QuickBooks 2012

Top-line budgeting is a very useful and common budgeting tactic that you should get to know before working with QuickBooks 2012. A top-line budget is the simplest budget technique available. A top-line [more…]

Zero-Based Budgeting with QuickBooks 2012

Zero-based budgeting is a very useful and common budgeting tactic that you should get to know before working with QuickBooks 2012. Zero-based budgeting is the opposite of top-line budgeting. A zero-based [more…]

Benchmark Budgeting with QuickBooks 2012

One very powerful but unfortunately infrequently used budgeting technique is benchmarking. You should know how to use benchmarking when budgeting with QuickBooks 2012. Benchmarking compares your actual [more…]

Create a New Budget with QuickBooks 2012 Set Up Budgets Window

After you’ve come up with a budget by employing budgeting tactics, you record your budget in QuickBooks 2012. To create a new budget in QuickBooks, follow these steps: [more…]

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