I had a customer who was always very busy with meetings. She doesn’t even have times to create the name list in QuickBooks. She asked me whether QuickBooks allowed her to import those customer and supplier name list from a spreadsheet. What are those things that can be imported into QuickBooks? At user level, QuickBooks […]

I received a support email from my customer: “After I attended your QuickBooks Introductory Course, I understand the purpose of using Bank Reconciliation. I started my account in QuickBooks as at Jan 2008. While I was trying to start my Bank Reconciliation as of Jan 2008, I found that the Beginning Balance was $0.00. It […]

When you are new in learning something, you are always struggling at the start. Like me, when first time learning about twitter and blogging, I am struggling too. After you have bought your QuickBooks software from the retail store, what’s the next step that you are going to do? Install the software onto your computer; […]

Many of the QuickBooks users who are using the accounting version likes to record the payroll but do not know how to go about it. Payroll feature is not included in the QuickBooks Accounting version. So to do it, user can consider passing a General Journal into QuickBooks. Why General Journal? I saw some user […]

Last week was a busy week for me. I was having two full training classes and doing few data files migration for QuickBooks. Since the launch of QuickBooks 2009/10, I did many company files migration. To migrate from previous version to QuickBooks 2009/10 was not an easy task. There were some patterns developed in the […]

In my previous blog, I did mention that bosses usually had lots of bits and pieces of claims. How are you going to capture these claims into QuickBooks? I preferred to create the Amount Due account as a Credit Card type of account. This method is easier because I don’t need to create any General […]