How do i use Quickbooks Attached Documents?

How do I check my customer's details and balances in Quickbooks Connect?

Here's another good video tutorial from youtube.

How do i create an Invoice in Quickbooks Connect?

Here's a video tutorial for creating an invoice thru Quickbooks Connect for iphone.

‪Intuit GoPayment - Process Credit Cards from Your Mobile Phone

Intuit GoPayment works with or without QuickBooks.To monitor transactions, GoPayment users can easily access Intuits online Merchant Service Center to search, view and create reports.Business owners who use QuickBooks can save time by downloading their transactions from the Merchant Service Center directly into QuickBooks.

Im currently using Quickbooks Premier 2011 and my computer is getting slower as i use it and im planning to switch to Enterprise Solutions 11. What are the system requirements of Enterprise Solutions 11?

System requirements for QuickBooks 2011 include the following:

Operating systems supported

QuickBooks Pro or Premier 2011 or QuickBooks Enterprise Solutions 11.0:

• Windows 7, all editions including 64-bit, natively installed 
• Windows Vista (SP2 or later), all editions including 64-bit, natively installed 
• Windows XP (SP2 or later), all editions including 64-bit, natively installed 
• Windows Server 2008, Small Business Server 2008, and Windows Server 2003, including 64-bit, natively installed 

Database Servers:

• Windows: Natively installed Windows 7 or Vista with UAC on, XP (SP2 or later), Windows Server 2008 or 2003, Small Business Server 2008
  Note: Windows Home Server Edition is not supported.
   
• Linux: When using an Enterprise Solutions Database Server-only installation: Natively installed OpenSUSE 11.2, Fedora 12, Red Hat Enterprise 5.4.

QuickBooks Pro or Premier hardware and operating system requirements (client and server)

• 2.0 GHz processor; 2.4 GHz recommended
• 1 GB RAM for single user, 2 GB RAM recommended for multiple users
• 2.5 GB of disk space (additional space required for data files)
• 4x CD-ROM drive required for CD installations
• Display optimized for 1024 x 768 screen resolution or higher; 16-bit color or higher
• Windows:
  • U.S. version of only
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • Natively installed
• Disk space requirements for additional software: 250 MB for Microsoft .NET 3.5 Runtime, provided on the QuickBooks CD

QuickBooks Enterprise Solutions hardware and operating system requirements (client and server)

• Client:
  • 2.0 GHz processor, 2.4 GHz recommended
  • 1 GB RAM for single user, 2 GB RAM recommended for multiple users
• Server:
  • 2.0 GHz processor (1.2 GHz for Linux), 2.4 GHz recommended (2.0 GHz for Linux)
  • 1 GB RAM, 2 GB RAM recommended - Server
• Disk space (client and server): 2.5 GB of disk space (additional space required for data files)
• 4x CD-ROM drive required for CD installations
• Minimum 1024 x 768 screen resolution or higher; 16-bit color or higher
• Windows:
  • U.S. version of Windows only.
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • Natively installed 
• Disk space requirements for additional software: 250 MB for Microsoft .NET 3.5 Runtime, provided on the QuickBooks CD.
• Minimum network requirements:
  • 100 Mbps network card
  • 100 Mbps switch or router
  • 40 Mbps network bandwidth

RAM requirements for Microsoft Terminal Services

• 5 users: 2-3 GB
• 10 users: 3-4 GB
• 15 users: 4-6 GB
• 20 users: 6-8 GB
  

Software compatibility

QuickBooks is capable of integrating with hundreds of third-party applications. The following integrations are provided with QuickBooks; additional RAM will enhance the use of these features.

• Microsoft Office:
  • Preparing letters requires Microsoft Word 2007, 2003, or 2002. Word 2010 is supported only on QuickBooks Pro and QuickBooks Premier non-Accountant editions (Contractor's, Non-Profit, Manufacturing, Wholesale).
  • Exporting reports requires Microsoft Excel 2007, 2003 or 2002. Excel 2010 is supported only on QuickBooks Pro and QuickBooks Premier non-Accountant editions (Contractor's, Non-Profit, Manufacturing, and Wholesale)
  • Contact Synchronization with Microsoft Outlook requires Outlook 2007, 2003, or 2002.
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge).
    Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result 
    
    Note: Microsoft Office 2010 is currently not supported for QuickBooks Premier 2011 Accountant Edition or any QuickBooks Enterprise Solutions 11.0 edition.
• QuickBooks Point of Sale v7.0 and later.
• Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 or later.
• Payroll and other online features and services requires Internet access with at least a 56 Kbps connection speed (DSL or cable modem recommended).
  
  Note: QuickBooks has not been tested with Internet Explorer 9. In some cases, it may be necessary to revert to Internet Explorer 8 to ensure the best possible performance with QuickBooks.
   

Firewall and antivirus software compatibility

QuickBooks 2011 has been tested with the following firewall and antivirus products. 
Note: In some cases, it may be necessary to adjust settings in these products to ensure the best possible performance with QuickBooks.

• Windows 7 Firewall (all editions)
• Windows Vista Firewall (all editions)
• Windows XP Firewall (all editions)
• Symantec Norton AntiVirus, Internet Security, Norton 360
• McAfee VirusScan Plus, Internet Security, Total Protection
• Trend Micro PC-cillin Internet Security
• ZoneAlarm

Note: QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to operate slowly.

Which is correct : Void or delete a sales receipt?

Important: It's good business practice to keep a complete record of all transactions, including your sales receipts. For this reason, you want to void sales receipts instead of deleting them.

Exceptions :

·If you made a mistake while creating the sales receipt to give to the customer, correct the mistake and reprint the sales receipt.

·If you've already received payment, you can't void the sales receipt. Instead, issue a credit memo or refund to adjust the transaction.

·Delete a sales receipt only if you haven't printed or e-mailed it.

Void a sales receipt

To do this task

1.      Open the sales receipt you want to void.

a.      Click Customer Center.

b.      If you know the customer's name, single-click it on the Customers & Jobstab, then click the Show drop-down list (to the right, above the Type column), and choose Sales Receipts.

If you don't know the customer's name, click the Transactions tab, and then choose Sales Receipts, to get a list of sales receipts for all customers.

c.      (Optional) Use the Filter By and Date drop-down lists (to the left of theShow drop-down list) to narrow down the set of sales receipts in the list.

d.      Double-click the sales receipt to open it.

2.      Right-click in the Bill To/Sold To (address) field and choose Void Sales Receipt.

3.      Save the change.

The amounts on the sales receipt are changed to zeros, and the sales receipt is marked PAID.

Delete a sales receipt

Delete a sales receipt only if you haven't printed or saved it.

To do this task

1.      Open the sales receipt you want to delete.

a.      Click Customer Center.

b.      If you know the customer's name, single-click it on the Customers & Jobstab, then click the Show drop-down list (to the right, above the Type column), and choose Sales Receipts.

If you don't know the customer's name, click the Transactions tab, and then choose Sales Receipts, to get a list of invoices for all customers.

c.      (Optional) Use the Filter By and Date drop-down lists (to the left of theShow drop-down list) to narrow down the set of sales receipts in the list.

d.      Double-click the sales receipt to open it.

2.      Go to the Edit menu and click Delete Sales Receipt.

How do i restore company files using Intuit Data Protect?

Intuit Data Protect is a subscription service that automatically backs up your company file and other important data.

When you back up your QuickBooks company file with Intuit Data Protect everything you need to re-create your company file and QuickBooks environment is backed up as well. What gets backed up?

This includes all of the QuickBooks files (templates, letters, logos, and images) related to your company file, any files you've attached to items in QuickBooks, and your Financial Statement Designer, Cash Flow Projector, Business Planner, and Loan Manager files, if you're using these features.

Each backup is stored for 45 days, so you always have the most recent 45 days worth of data available to restore, if you ever need it. You can choose to restore the most recent backup, or you can select an earlier backup if needed.

To do this task

1.      Go to your QuickBooks Home page.

2.      Open the Backup Status section in the lower right corner and click the View Details link.

3.      In the Backup Status page, click Restore a Backup.

4.      Select the date and time of the backup you want to restore, and then select the file(s) and click Continue.

5.      Choose the location for the restored file and click Restore.

How do i Pay Sales Taxes in Quickbooks?

Important: Don't pay your sales tax using the Write Checks window, as this will cause errors in your bookkeeping and in your sales tax reports.

To do this task

1. Before you pay your sales tax, you may want to run a sales tax liability (sales tax due) report. You can use the information in this report to help you fill out your state sales tax forms.
2. Go to the Vendors/Company menu and click Pay Sales Tax.
3. If you have more than one checking account, choose the one you want to use for these tax payments in the Pay From Account.
4. In the Show sales tax due through field, make sure that the date is correct.
5. In the Starting Check No. field, verify that the check number matches the next check that you want to use. If not, change the number here.
6. The list of payments shows all sales taxes that your company owes and any adjustments you've made. For each sales tax item, the list shows the tax agency (vendor) to which the sales tax is payable and the amount due as of the date shown above.
   Select the sales tax agencies (vendors) you want to pay.
7. (Optional) If you want to make a partial payment to a tax agency, click in the Amt. Paid column and edit the amount.
8. (Optional) If you still need to make an adjustment for a credit, fine, rounding error, etc., click adjust.
9. (Optional) If you want to print the check(s) later or by hand, clear (uncheck) the To be printed checkbox.
10. Click OK.
11. (Optional) If you want to check the sales tax payment transactions or add memos to them, you can view and edit them in the sales tax payable account register.

How do I create a report that shows open customer payments and credits?

1. Choose Reports > Custom Transaction Detail Report.
2. Click the Display tab in the Modify Report window.
3. Enter your dates.
4. In the Columns section, scroll down and select Paid.
5. Click the Filters tab.
6. In the Choose Filter section, select Transaction Type
7. Click the Transaction Type drop-down and select Multiple Transaction Types.
8. In the Select Transaction Types window, scroll through the list and select Payment, Credit Memo, andJournal.
9. In the Choose Filter section, select Paid Status.
10. In the Paid Status section, select Open.
11. Click OK.

How do I enter a General Journal Entry in Quickbooks?

To do this task

1. Go to the Company menu, choose For Your Accountant, and then click Make General Journal Entries.
2. Click the drop-down list arrows () to make selections for the account and the name columns.
3. In the Account column, select the first account in your transaction.
4. Enter the debit or credit amount for the account you entered.
5. (Optional) Enter a memo about the amount. The memo appears on reports that include the general journal entry.
6. Enter the name associated with the amount.
7. Continue to enter distribution lines until the transaction reaches a zero balance (the total in the Debit column equals the total in the Credit column).
8. (Optional) Print the journal entry currently displayed.
9. Click Save & Close.

How do i build an inventory assembly item?

Note : This feature is available only in the QuickBooks Premier and Enterprise Solutions editions. After you create (define) an inventory assembly item, the way you add assembly items to inventory is by "building" them. When you perform an assembly build, the assembly's components are deducted from inventory and the quantity of assembly items is increased accordingly.

To do this task

1. Go to the Vendors menu, click Inventory Activities, and then click Build Assemblies.
2. Click the Assembly Item drop-down arrow and click the assembly item you want to build.
3. (If you use Advanced Inventory) Click the Finished Assembly Inventory Site drop-down arrow and select the site where you will store the assembly after it is built. You can track multiple inventory sites with the Advanced Inventory add-on which is only available in QuickBooks Enterprise Solutions (additional fees may apply).
4. (If you use Advanced Inventory) Click the Site drop-down arrow and select the site where each component comes from.
5. Enter a quantity in the Quantity to Build field and press Tab to update the Qty Needed column in the components table.
   Note: If you enter a quantity greater than the quantity indicated by "Maximum number you can build from the quantity on hand," you will be prompted to mark the build as pending. After marking the build as pending, you'll need to wait until there is enough inventory on hand before marking the build as final.
6. (Optional) Change the build date only if you need to.
7. (Optional) Enter a memo about this build.
8. Do one of the following:

• Click Build & Close to finalize this build.
  or
• Click Build & New to finalize this build and start a new one.

How do you Reconcile within QuickBooks?

Here are the steps:

• On the Banking menu, click reconcile. 
• Now take your bank statement, enter the ending balance and any service charge (enter bank service charge for the acct. to apply this cost) or interest income (enter interest income acct. for the acct. to apply this cost) and then click continue. 
• Next check off all checks and debits (matching your bank statement); do the same for your deposits.  At the bottom, you will see a total of the check/debit side and the deposit side, including how many transactions were checked off.
• Then when the difference says zero, click reconcile now and you will have cleared your checks.
• Don't forget to print your report or save as a PDF for future reference (only necessary for the Pro version, Premier saves it for you).