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05/21/2012 at 10:53AM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. For more info, see our community discussion.

15 Results by financialsolutions

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Question re markups in Contractor Edition

How can I get a markup to apply to all customer sales forms? My client has no set price for any of his items. Instead when he estimates a job he ...
by financialsolutions
01/20/09 8:15pm PST
0 answers
1962 views
 

Anyone want to sell me a license to 2007 Premier Accountant edition?

I need a 2007 Premier Accountant edition since I am currently running 2009 and suddenly have several clients still on 2007. Is there anyway I could ...
by financialsolutions
03/28/09 8:15am PDT
1 answer
592 views
 

How do I find Enterprise users? Does Intuit provide such data?

I have begun using a new custom reporting tool I think would be quite useful to Enterprise clients. Do you know a good way to find out who uses that ...
by financialsolutions
03/17/09 8:25am PDT
2 answers
1258 views
 

Training new client on Contractor 09

I am training a new client on the Contractor 09 edition. I see that Quickbooks has the 2007 training guide. Is that sufficient? Anybody found any ...
by financialsolutions
06/11/09 2:27pm PDT
2 answers
2273 views
 

Where can I post an adjusting entry to when reconciling a bank account?

Hello,I am working on a clients file that is for a property he owns. It is on his personal tax return so he only cares if the net income/loss are ...
by financialsolutions
01/13/09 8:00am PST
4 answers
1666 views
 

Help regarding items and classes. Please read! :)

Hello, here is my client's scenario:They are a publishing company that publishes quarterly periodicals for several different regions. They have ...
by financialsolutions
02/24/09 3:57am PST
2 answers
877 views
 

Going to a client who uses MAC-how different from Windows version?

Is MAC the same as QuickBooks for windows? I am going to a consult w/ new client who uses QB for MAC. What differences can I expect? I expect that it ...
by financialsolutions
02/19/09 2:18pm PST
1 answer
1628 views
 

How can I stop a user from changing the Chart of Accounts?

They are using Premier 2009 General Business edition. Is there a way to keep the chart of accounts as is and prevent users from changing them?
by financialsolutions
03/21/09 6:03pm PDT
2 answers
720 views
 

How do I get a report that shows the amount of my markups?

Is there are a report that shows the amount of markup on a given job or estimate? Using QuickBooks Premier Contractor 09. Thanks
by financialsolutions
02/04/09 10:57am PST
1 answer
750 views
 

How do I set up items on a custom estimate template?

In the training guide it says "For example, let's say you want to set up an estimate template in Q/B and you want that template to remind ...
by financialsolutions
01/22/09 12:40pm PST
3 answers
2085 views
 

Question re bank rec when converting to QuickBooks from other accounting system

Please help...I am drawing a blank!!!...I am working with a new client who just started using QuickBooks. Previously their accountant did all of ...
by financialsolutions
02/23/09 8:25am PST
1 answer
823 views
 

How do I make my customized Invoice the default invoice?

I created a customized invoice complete w/ logo & everything but when I go to create an invoice it is still not selecting it as the default, I ...
by financialsolutions
02/20/09 10:00pm PST
1 answer
1699 views
 

Add or set up a new installment loan

I need to add a new loan, and I am not sure how to set up a liability account. I also need to add existing loans of which payments have already been ...
by bamawat
03/21/09 8:34pm PDT
1 answer
1544 views
 

Please help me learn about SDK :)

Hello, I want to expand my practice and would like to learn about SDK. I have learned about QODBC reporting but heard that SDK is better. From what I ...
by financialsolutions
03/30/09 2:07pm PDT
2 answers
1817 views
 

Any difference in entering credit card charges on MAC (I use Windows QB)

I am helping a client setup their MAC QB and want to know if there is any big difference in using the credit card features. Do I still access it ...
by financialsolutions
02/20/09 9:59pm PST
1 answer
1584 views
 
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