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Monthly Archives: August 2010

How to Change your Default Deposit To Account in QuickBooks

I can set "undeposited funds" as the default holding account but it does not carry through to the actual working of the donor receipt transaction.  All QuickBooks will let me use is "petty cash".  No matter what I choose, when I do the actual deposit, the location of donor transactions shows up as "petty cash".  While I don't think that's actually a big deal — my executive director is flipping out over using petty cash.
Do you mean when you go to Banking > Make Deposits that the Deposit To account keeps defaulting to your petty cash?  This defaults to the top bank account in your chart of accounts, but you can always change it in the dropdown list to the right of the Deposit To box

You can change the default account for Make Deposits, as well as Write Checks, Pay Bills and Pay Sales Tax by at Edit > Preferences > Checking.


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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.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Monitor Employee Vacation Time Balance in QuickBooks Payroll

Is there any way to have QuickBooks warn that an employee is going negative on vacation time?
Not that I know of, but there’s a report (Employees & Payroll > More Payroll Reports in Excel > Employee Sick & Vacation History) that might help!


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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.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Merge Customers with Jobs in QuickBooks

I've got a couple of old "customers" (with several jobs each) that are actually one, and I'd love to merge them, but have never figured out how to. 
1.  You have to remove the jobs first, which definitely isn’t intuitive.  Click on the little diamond to the left of the job and pull it to the left.  That’ll make it a customer instead of a job. 

2.  Once you've removed all the jobs, merge your customers by copying/pasting the name of the customer you want to keep into the Customer Name field at the very top of the other customer's record. 

3.  Move the jobs you turned into customers in step #1 above to directly below the newly merged customer, and then pull the diamond back to the right.  This will make them jobs again.


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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.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Enter a Business Purchase Made with Personal Money in QuickBooks

How would I record a business purchase made with personal money (a debit card in this case)?
Go to Company > Enter General Journal Entries.  Enter your expense as the debit.

If you are a sole proprietor, enter one of your owner’s equity accounts as your credit.  I prefer owner’s contributions, but not everyone breaks their owner’s equity accounts into owner’s draws, owner’s contributions and owner’s equity because you have to remember to close out the draws and contributions accounts into the general owner’s equity account at the end of each year.

If you are a corporation, you can credit either an accounts payable, notes payable or capital account, depending on whether you intend to pay yourself back and how quickly.


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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.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!