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Let’s go through how to run a report for your vendors using the checks that have been issued to them, whether they be bill payment checks or regular checks. You can also run this kind of report on customers to see the invoices that have been created or payments, but let’s focus specifically on vendors today. You may run this report to see how much you’ve been spending or to compare costs from month to month. 

To begin , click on “Vendor Center.” On the left, select the vendor you would like a report on. Next, you’ll click “Quick Report” toward the upper right. A box will pop up to set the logistics of your report, you’ll choose your date range, and a generated report will appear. It will likely give you more results than you’d like to see, but you have the option to choose what you see. Click “Customize Report” in the upper left and customize your filters by choosing the “Filters” tab. You can search for the filter you’re looking for. 

In this case, we want to filter by “Transaction Type” and we’re going to assume there are bill payment checks and regular checks, so you’ll choose both options in the filter settings. Once you’ve finished, confirm your choices, and there you have it - all of the checks that have been issued to the chosen vendor will appear. 

To watch us do this, watch our video tutorial. Happy quick reporting!
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By: Rachel Raupp

QuickBooks will become your business’s most valuable player. And, as something you will be using on a regular basis, it’s important it’s perfect for you. Although both Desktop and Online assist you with your books, they don’t share the same characteristics or help you in the same way. In simple terms, QuickBooks Online is the internet version of QuickBooks Desktop. But, let’s take things a step further and break down the differences. 

By: Rachel Raupp

To speed up your activity on QuickBooks Desktop, follow these simple shortcuts. They will minimize the time you spend doing tasks and will optimize your productivity! Keep this table handy until you have these memorized. Remember, if you ever need help on QuickBooks, click F1 or contact us!

Display account list/chart of accounts Ctrl + A To write a check Ctrl + W Customer center: job list display Ctrl + J Delete check, invoice, or transaction Ctrl + D Find a transaction Ctrl + F Memorize a transaction or report Ctrl + M Display a memorized transaction or report Ctrl + T New invoice, bill, check, or list item Ctrl + N Print Ctrl + P To use register Ctrl + R To view your transaction journal Ctrl + Y Create invoice Ctrl + I To run a Quick Report, highlight the account, customer, or vendor Ctrl + Q For QuickBooks help F1

By: Rachel Raupp

When you’re working in QuickBooks, it’s better to work smarter, not harder. If you’re trying to find a

Getting around QuickBooks Desktop doesn’t have be a struggle thanks to these quick and efficient shortcuts. Next time you’re moving around in QBD, try out these simple clicks; you’ll have them memorized in no time. 

 

Activity Shortcut Next field TAB Previous field SHIFT + TAB Beginning of current field HOME End of current field END Line below in detail area Down arrow Line above in detail area Up arrow Next word in field CTRL + → Previous word in field CTRL + ←

 

By: Rachel Raupp

One thing we love about QuickBooks Desktop is there is more than one way to do things. However, we know the most efficient and productive way for entering any and all information. Today we’d like to address writing checks and share our advice for the most convenient route for you, and they will also keep your books flawless!

1.   Set Up an Automatic Payment Schedule For Loans

QB is great for entering bills and writing checks to make loan payments each month. However, instead of going to the Enter a Bill or Write a Check windows, a more convenient route is to go to Banking, then Loan Manager, and then Set Up a New Loan. Once this is finished, click the Set Up Payment option to finalize. Now you’re on track for QB to automatically enter the payment each month.

1.   Pay Payroll Taxes using the Pay Liabilities Window

When payroll is processed, QB will keep track of how much payroll tax your business owes and records this amount in Payroll Liabilities. Rather than paying your payroll taxes in the Write Checks window, we suggest making your payments directly from the Pay Liabilities window, which will make the necessary deductions and keep your books balanced. The same goes for paying sales tax - you should never just write a check. Make sure you pay it through the Pay Sales Tax Liability window.

Mistakes are likely happen in your bookkeeping, but it’s best if they don’t! We have a few common errors that can occur and how to avoid them. They’re easy to miss but also easy to fix. Sometimes it’s as easy as double-checking your entries and making sure numbers match up. When working on your books, be sure to keep your eye out for these five mistakes that can easily slip by unnoticed. 

By: Rachel Raupp

QuickBooks (QB) has this useful (and great) feature called “Class Tracking” that allows you track your income and expenses. We know what you’re thinking - another great feature?! QB is just too good to be true, we know, but the best part is that it is definitely, very much real. And it’s customizable! If you’re ready to go beyond account-based tracking (we recommend you do), we know just what you need.

By: Rachel Raupp

In our offices we spend our days on QuickBooks, both online and desktop. We’ve discovered different tips and tricks that help us complete our work and increase productivity due to how helpful and useful they are! These are useful not only to us, but also our clients. Take a look to see if one of these can make your QuickBooks experience the slightest bit easier!

1. Cheryl’s favorite tool for QuickBooks desktop is control F, which is the “Find” feature. This is super convenient when wanting to find amounts, names, or items within a specific account. 

By: Rachel Raupp

Mistakes can happen in your books, no matter who you are. It’s important to know why your mistake happened and how they can be avoided.

By: Rachel Raupp

Intuit has released information about the new features coming with QuickBooks 2018. The scheduled release date is September 26. Although we’re excited for all updates coming in the latest version, here are the top five we are most anxious for:

1. Multi-Monitor Capability

The 2018 version now offers support for up to three monitors. This will allow you to move a task/report/register from your one monitor to another monitor. For example, you can have two reports open at once - one on each monitor. Or you might have an invoice on one monitor while you have a bill open on another monitor. This will be a definite enhancement to your productivity.