Q: I am trying to use QB to manage multiple accounts with the same bank, some are escrows. I can’t find any info on how to do this. A: To track multiple bank accounts create a main account and then create s...

You may wish to use a Chart of Accounts that is not included in QuickBooks, such as the client below who asked about importing the National Association of Home Builders’ Chart of Accounts. Q: How do I us...

Keeping your accounts receivable current in this economy is a challenge. Checks can be slow to arrive and cumbersome to process. And if you’re using a non-QuickBooks merchant account for credit card transac...

Q: We recently had a transaction that included seller paid points. Our old accounting system had an item, but it was not carried over to QB 2009. The person who used to do our accounting and handled those...

Q: How do I secure access to the check register, write checks, record deposits, client lists, etc. but still allow someone to run reports without viewing sensitive and confidential information? A: QuickB...

  QuickBooks offers many different options to users who are looking for a neat and organized way to manage their employee expenses. Most of the options for employees are in the Payroll and Expenses sec...

The QuickBooks Payments preferences section is all about the options involved with receiving invoicing payments. This is a very important section as all businesses receive payments (we hope). The only tab a...

As you can tell by the title of the section, QuickBooks Multiple Currencies holds the options that have to do with dealing with more than one currency. Here are some details you should know about this scree...