Getting Started with QuickBooks 2014

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How to Deal with Multiple Currencies in QuickBooks 2014

QuickBooks supports multiple currencies. To turn on QuickBooks’s multiple currencies feature, choose the Edit→Preferences command, select the Multiple Currencies option in the list box, and click the Company [more…]

Specify Reports & Graphs Preferences in QuickBooks 2014

The My Preferences tab of the Reports & Graphs Preferences dialog box provides radio buttons that you can use to indicate how QuickBooks should refresh reports when the information upon which the report [more…]

Set Sales & Customers Preferences in QuickBooks 2014

In QuickBooks, the personalized preferences for dealing with sales and customers are pretty basic. The My Preferences tab lets you specify whether QuickBooks should prompt you to invoice a customer for [more…]

Specify How Sales Are Taxed in QuickBooks 2014

Although no personal preferences are available in QuickBooks for sales tax, company preferences do exist. See the Company Preferences tab of the Sales Tax Preferences dialog box. The Do You Charge Sales [more…]

Set the Send Forms Preferences in QuickBooks 2014

The My Preferences tab of the Send Forms Preferences dialog box in QuickBooks 2014 lets you check a box to specify whether the To Be E-mailed check box is selected for customer invoices; click an option [more…]

Control Spell Checking in QuickBooks 2014

In QuickBooks, no company preferences exist for the Spelling Preferences dialog box, but the My Preferences tab provides several options for controlling how spell checking works for you within QuickBooks [more…]

Set Time & Expenses Preferences in QuickBooks 2014

To turn on time tracking within QuickBooks, go to the Company Preferences tab of the Time & Expenses Preferences dialog box. Enable Do You Track Time? by selecting the Yes radio button. [more…]

Set the Checking Preferences in QuickBooks 2014

In QuickBooks, if you display the Preferences dialog box and click the Checking icon, QuickBooks displays either the My Preferences tab or the Company Preferences tab. [more…]

How to Set Up a Customer List in QuickBooks 2014

A Customer list in QuickBooks keeps track of all your customers and your customer information. For example, the Customer list keeps track of billing addresses and shipping addresses for customers. [more…]

Simultaneous Multi-User QuickBooks 2014 Access

QuickBooks does allow for simultaneous use of the QuickBooks data file by multiple users. Sometimes, you need only a single computer and a single copy of QuickBooks, even though you have several employees [more…]

How to Record QuickBooks 2014 Journal Entries

QuickBooks makes it easy for you — an accountant — 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 in the QuickBooks [more…]

Reverse and Edit QuickBooks 2014 Journal Entries

Somebody — probably you — needs to record a journal entry to get some transaction into the QuickBooks data file. For example, you use journal entries to record depreciation, to accrue liabilities, and [more…]

The QuickBooks 2014 Accountant & Taxes Reports

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

QuickBooks Pro and Premier in a Multi-User Environment

You aren’t limited to using just one password to control access to your QuickBooks data file. To set up additional users in QuickBooks Pro and QuickBooks Premier, follow these steps: [more…]

Online Backups of QuickBooks 2014

The QuickBooks Save Copy or Backup dialog box includes an Online Backup option button. If you want to find out more about backing up the QuickBooks company data file online — which means using Intuit’s [more…]

Basics of Backing Up the QuickBooks 2014 Data File

A critically important task that either you or some co-worker needs to complete is a backup of the QuickBooks data file. Few items stored on your computer’s hard drive deserve as much caretaking as the [more…]

How to Condense Your QuickBooks 2014 Data File

The QuickBooks Condense command creates a permanent copy of the QuickBooks data file. (This copy is called an archival copy of the file.) An archival copy of the company file amounts to a snapshot of the [more…]

How to Restore a QuickBooks 2014 Data File

If you find that the working copy of the QuickBooks data file becomes corrupted or gets destroyed, you need to restore the QuickBooks data file so that you can begin using QuickBooks again. Restoring the [more…]

How to Record Register Transactions in QuickBooks

You can use the Register window in QuickBooks to record your banking transactions. The Register window looks like the regular paper register that you use to keep track of transactions or a bank account [more…]

The QuickBooks Edit Menu Commands

When you’re working with a register in QuickBooks, the Edit menu provides several other useful commands for entering new transactions, editing existing transactions, and reusing transaction information [more…]

How to Reconcile Banking Accounts in QuickBooks

You can reconcile a bank account with surprising speed in QuickBooks. If you want, you can print a little report that summarizes your reconciliation after you click the Reconcile Now button. [more…]

When Your QuickBooks Account Won’t Balance

If your QuickBooks account won’t reconcile, the problem stems from one of several conditions. None of the conditions is hard to describe, but all of them can be pretty hard to fix. Here’s a quick overview [more…]

Miscellaneous Banking Commands in QuickBooks

You may not need to use all of the commands provided on the QuickBooks Banking menu. Nevertheless, the following list describes these less-than-popular commands just in case you need them. [more…]

How to Add Users in QuickBooks Enterprise Solutions

If more than one person will be using QuickBooks, you want to set up additional users. To add users in QuickBooks Enterprise Solutions, follow these steps: [more…]

How to Change User Rights in QuickBooks Enterprise Solutions

You can modify the rights that you assign to a user in QuickBooks. To do this in QuickBooks Enterprise Solutions, choose the Company→Users→Set Up Users and Roles command to display the Users and Roles [more…]


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