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By Charlie on December 17, 2008  |  Comments 0

Multiple Invoice Number Sequence in QuickBooks

QuickBooks will automatically generate the next sequential invoice number when you are creating invoices. In some cases, though, you may want to have more than one sequence of numbers. Perhaps you have two divisions of your company, each with its own invoice numbering. Or you want to track classes of sales – with one sequence for retail sales and another for wholesale sales. This is easy to set up in QuickBooks.

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By Charlie on October 13, 2008  |  Comments 71

Solving QuickBooks Problems on 64 bit Vista

If you are trying to run QuickBooks on a 64 bit version of Microsoft Vista you will most likely run into problems. In this article I’ll show you how to get around the most common problem – QuickBooks crashing when you reconcile or send forms by email. This article was updated on 12/31/2008.

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By Charlie on July 10, 2008  |  Comments 57

Custom Fields in QuickBooks

Every business has some sort of unique information that is important to its operation. While QuickBooks provides the places to store the basic information that every business needs, you will usually find that you need to store additional data such as a customer’s vehicle registration number, or the weight of an inventory item. QuickBooks provides us with custom fields, a way that you can define your own places to store information. Today we’ll talk a bit about custom fields and how to use them in estimates, sales orders and invoices.

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By Charlie on April 29, 2008  |  Comments 29

Importing Inventory with Excel

There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more. Today I’m going to give you an overview of how to use Excel to manipulate the item list.

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By Charlie on April 22, 2008  |  Comments 8

QuickBooks Manufacturing Tutorial

QuickBooks has a “Manufacturing & Wholesale” edition, but there is a definite lack of documentation on how to actually use QuickBooks in a manufacturing business. This posting is the first in a series that will give you some guidelines on how to best use QuickBooks in a manufacturing environment. I’ll start off with some basics, and work our way up through some more complicated scenarios.

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QuickBooks 2009 Release R5 and QuickBooks Messenger

In an earlier article I talked about the new QuickBooks Messenger feature, which some people love and others hate. I provided a method that you could use to turn it off, which involved renaming or erasing a file. One problem with this approach - when you update to a new release, the Messenger feature would be restored.

Good news! In the R4 and R5 updates of QuickBooks 2009 they have added a function that lets you easily turn this feature off. When you are logged in as the Administrator in multi-user mode you will find Disable QuickBooks Messenger as an option in the File/Utilities menu.

QuickBooks Item List - Columns

The Item List in QuickBooks can be modified to show different columns, which can make it more useful for you. There are some odd features here that I’d like to explain, in this quick tip.

Practical QuickBooks is Moving

Just a quick note - I’m moving the Practical QuickBooks blog to a new hosting service and platform. If you have trouble reaching it at the old address, you can try http://qbblog.ccrsoftware.info. Hopefully the old address continues to work, as well as the existing subscriptions. I hope that you find the new format more useful and easier to read. Happy Holidays to everyone!

QuickBooks 2009 and Online Banking - Some Fixes

In prior posts about the new Online Banking feature (here and here) I talked about the problems with this feature in the initial 2009 release. I’m posting some information from Intuit about some updates they are making in December, as well as a link to a video they have produced. Note that these releases apply to the Windows versions only, at this time.

Backing Up QuickBooks Data

One of the most important tasks for a business that uses computer is backing up your data. Everyone knows that you need to, few businesses do a proper job. In this article I’m going to discuss how you should be handling backups.

QuickBooks Inventory: Initial Balances

When someone is setting up a new company file in QuickBooks a common complaint I see is that they are getting an incorrect quantity on hand for inventory items, or an incorrect average cost for the items. Today I’ll explain why this usually happens, and give you a little tip on how to correct the problem.

QuickBooks 2009 and Online Banking - Continued

In my November 3rd posting on QuickBooks 2009 and Online Banking I talked about the problems with the new, updated Online Banking feature in QuickBooks 2009. I received a response from Rich Walker, an Accountant Communications and Media Relations employee from Intuit who wanted to pass on additional information. Note that a lot of this duplicates what was said by Intuit product manager Greg Walker in the Intuit Community discussion on this subject, but it does add more information.

QuickBooks 2009 and Online Banking

As more people implement QuickBooks 2009 there is a rising storm of protest over changes in one feature – Online Banking. The 2009 release made a significant number of changes in this feature, and many people are finding that the new functions make their reconciliation of online banking transactions with their QuickBooks records very laborious. Intuit has heard this, and there are plans to create an update that will fix the problems.

QuickBooks Messenger

One of the new features introduced in QuickBooks 2009 is the QuickBooks Messenger, a feature that helps with communication between QuickBooks users in multi-user environments. I’ll give you a brief overview, talk about what it can do and some of its shortcomings, and also talk about how to disable it if you don’t want it.  Updated 1/5/2009

QuickBooks 2009 Bug Fixes

We always expect a “bug fix” release of QuickBooks to come out very shortly after a new version is released, and this year is no exception. The first bug update for QuickBooks 2009 has been released this week (for Windows users).