How to Create More than One Customer in the Same Company in QuickBooks
Published 03/31/2009 | 
In the Customer Center, highlight the customer you want to add a sub to. Select New Customer & Job at the top of the screen, and select Add Job. Enter the sub information, but leave the company information as is (it'll default to the customer you highlighted). Once you're done, you should see a list of subs under your customers.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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How do I change a credit card charge into a regular bill in QuickBooks?
Published 03/30/2009 | This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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Automatic Closing Entry Posted to Wrong Equity Account in QuickBooks
Published 03/27/2009 | The easiest way to fix your problem is to change the name of this account (if you use the same exact name as your other equity account, it will merge the two accounts). This will solve the problem for the past and future.
The only other option is to manually fix it using Make General Journal Entries (under Company). DR the incorrect equity account and CR the correct one. You'll need to prepare one for each year in the past and the future, and your balance sheet reports will look a little strange on the last day of the year.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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How to Create Receipts for In-Kind Donations in QuickBooks for Nonprofits
Published 03/26/2009 | However, you want to be careful not to value a donor's non-cash gift (per the IRS this is the donor's responsibility). So I recommend preparing the sales receipt with detailed descriptions of what was exchanged but with $0 amounts. After printing it out for the donor, you can edit the sales receipt to include the values you (or your CPA) want shown on your financials.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
Web Store | Price List | Free Trials | Newsletter
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