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Recent Articles

QuickBooks 2014 R1

| September 25, 2013 | 3 Comments

Intuit has released QuickBooks 2014 R1, which contains a number of new features as well as improvements to existing ones. This article is a short list of the major new features – for a comprehensive list of the changes as well as in-depth drilldowns, see the articles in QuickBooks and Beyond. All Versions of QuickBooks […]

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Free QuickBooks Performance Update Confusion

| September 18, 2013

I’ve been seeing a lot of discussions, and confusion, relating to a messaging change that Intuit implemented in QuickBooks 2013 recently. It seemed like a small change to me when I first noticed this, but in this day and age of malware and “free performance update” scams there have been people questioning if this is […]

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Too Many Subscription Emails? RSS Can Help

| March 18, 2013

It should be no surprise to anyone that I’m addicted to blogs. After all, I write articles for several blogs myself (QuickBooks and Beyond, Practical QuickBooks, Intuit Small Business Blog,  CCRSoftware Tips, California Wildflower Hikes). I try to follow over 40 different blogs on many subjects – QuickBooks, local news, wildflowers and natural history, blogging […]

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Inserting the Invoice Number in a QuickBooks email

| January 16, 2013 | 30 Comments

When you use the Send button in QuickBooks 2012 to email a copy of an invoice (or, the Email button in QuickBooks 2013) the content of that email message is set in your Send Forms preferences. Here’s a tip on how to insert the invoice number in the subject line of that invoice. Here’s a […]

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QuickBooks News for November

| December 3, 2012 | 0 Comments

There’s a lot of information published about QuickBooks in many different blogs (and other sources) – here’s a rundown of some of the more interesting things I came across in November (some from me, some from other writers). See the articles for details! QuickBooks and Windows 8: At this time Intuit doesn’t officially support Windows […]

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QuickBooks Training Videos

| June 19, 2012 | 7 Comments

I’m always on the lookout for good sources for QuickBooks training, and my friend Woody Adams of Radio Free QuickBooks and Intuit has a wonderful website with a wide variety of QuickBooks training videos that he has collected over the years.

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Can I Get a List of New Customers from QuickBooks?

| June 12, 2012 | 7 Comments

Here’s a common question – “How can I get a list of customers that I’ve added to my QuickBooks company file this last month”. There are a couple of ways of doing this, let me show you a trick.

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QuickBooks Insists That I Assign A Sales Tax Code–But Sales Tax Is Turned Off?

| March 28, 2012 | 8 Comments

Here’s a problem that a reader in QuickBooks and Beyond brought to me that I hadn’t seen before. Create an invoice, and when you try to save it you get a message “You must assign a Sales Tax Code to this line item…” . QuickBooks won’t let you save the invoice until you do. The […]

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Show the QuickBooks Job Cost Center in QuickBooks Accountant

| March 20, 2012 | 22 Comments

OK, so you are using QuickBooks Accountant, because you want to have access to ALL of the features that QuickBooks includes. Or perhaps you are an accountant or QuickBooks ProAdvisor, and that is the version that you were given. Did you happen to notice that the Job Costing Center isn’t showing in your menu? Want […]

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QuickBooks 2012 1099 Wizard Bug (and workaround)

| January 10, 2012 | 7 Comments

It’s that time of year – time to file your 1099 MISC forms, and this year is crazier than most. There is a bug in the QuickBooks 1099 Wizard that affects SOME people, and I have a workaround for it. This is only an issue if you are trying to map out an Other Current […]

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