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Monthly Archives: July 2011

How to Remove a Sales Tax Payment from the Sales Tax Register in QuickBooks

Hi Ruth. I have been in the process of converting a company to QuickBooks from a hand written general ledger. Most of the challenges have been solved except sales tax. Knowing what I know now I would have started the sales tax liability register with a nil balance on the first of the month. Unfortunately I carried forward a large payment (about $5000) without the supporting tax provisions for the month. That was for the month of April. Individual sales tax entries for May are correct except I need to remove the payment as it is affecting the amount to be paid for May. How can I remove this entry from the sales tax register without changing the checking account balance?

You need to delete the check you wrote through the sales tax module and issue a regular check using the sales tax payable account. If you set up the file correctly, you should have a beginning balance in that account for the amount of the check you wrote.

In the future, however, you always want to pay sales tax through the sales tax module. This is a one-time thing.


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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 Deposit Credit Card Payments Transferred from QuickBooks Point of Sale to Undeposited Funds in QuickBooks

Hi Ruth. At the end of the day, the credit card sales for the day transfer over from QuickBooks POS to QuickBooks Financials, and are put in the “Payments to Deposit” screen under the Home Page Icon that reads “RECORD DEPOSITS”. When I first began QuickBooks POS, my QuickBooks advisor indicated that these items are posted to the check register each month when I reconcile the bank statement. I am supposed to reconcile these transactions against the statement and then send them over to the register. This does not make sense to me, as if I have to wait to the end of each month when we reconcile statements (or the middle of a new month when I receive the statement for the previous month), then the check register is constantly out of balance because it is not reflecting the current credit and debit card transactions. Do most people transfer this info over daily?

Also, it is very hard to compare these totals with our bank statement, as the totals we receive can be several days worth of credit card transactions, with no distinction between visa, mc or amex. I do know that debits come over separately, This creates an inordinate amount of extra work trying to match up the credit card undeposited funds with what comes in on my bank statement. Any advice and instruction is appreciated! Thank you!

Most people make their deposits more often than once a month. Personally, I make my deposits each morning after checking online to see what actually deposited.

The payment type is one of the columns on the Payments to Deposit screen. It makes it a little easier if you change View payment method type to American Express (deposits alone) or Mastercard/Visa/Discover (deposits together).

How to Deposit Credit Card Payments Transferred from QuickBooks Point of Sale to Undeposited Funds in QuickBooks


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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 Volunteer Hours in QuickBooks

Hi Ruth! My nonprofit is required to track volunteer hours for grant matching funds/like kind donations. I have created a list of our volunteers in the “other names list” but I would like to use the employee list because I think it keeps track of total hours as I add the volunteer hours logged. Is there a way to use the employee list but not have it associated with payroll?
You can enter other names in timesheets and that’s what you should be using to track your volunteer time. You can even make it billable if you want. The time reports are in Reports > Jobs, Time & Mileage.

You can access time sheets from either the Customers or Employees dropdown menus in Enter Time > Use Weekly Timesheet.

How to Enter Volunteer Hours in QuickBooks


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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 See the Balance Owed on Layaways in QuickBooks Point of Sale

I’m using QuickBooks POC v10. I went through all the reports and I see where I can make the customer layaway reports etc. I am seeing the payment that customers have made….but it’s not telling me what their balances are. Are my employees doing something wrong on their side?
You can access the payment history by going to Point of Sale > Layaway List, highlighting the layaway, selecting I Want To… and then Payment History. The payment history box not only shows all the payments that were made but also the remaining balance.

How to See the Balance Owed on Layaways in QuickBooks Point of Sale


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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!