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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.

53 Results by mdlee87

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Accounts included in each financial statement row

Is there a way to print the financial statement or a report that would indicate what accounts are included in each financial statement row? I want to ...
by mdlee87
11/19/08 6:46am PST
0 answers
519 views
 

2006 accountants' copy restore and getting error -6177, 0

Our firm is having a problem restoring 2006 client files. It appears to be accountants' copies. We save the accountants' copy to the desktop. ...
by emilyb
04/22/09 6:50am PDT
2 answers
703 views
 

deposit cleared for different amount

In the make deposits window, a client entered $100,353 from account "debt bank". This was loan proceeds direct deposited to the checking ...
by mdlee87
04/21/09 12:44pm PDT
0 answers
493 views
 

K-1 transfer from S Corp Health Insurance credit

S Corporation K-1 transfer to 1040 not picking up health care credit
by Frank999
02/19/11 4:52am PST
2 answers
517 views
 

E-Organizer

Does anyone know how to save an e-organizer to the DMS system?
by Elisha
04/08/11 11:01am PDT
2 answers
277 views
 

General Info. sheet - basis loss carryovers to 2011 (Individual returns)

Has anyone else noticed that the basis loss carryovers to 2011 do not show up on the General Info. sheet?  I have ...
by mdlee87
03/17/11 2:53pm PDT
0 answers
178 views
 

financial statement designer problem

I installed QB 2010 yesterday, but kept my old versions. Now I cannot used the financial statement designer in QB 2008. Any suggestions or similar ...
by lauries
11/08/10 9:19am PST
4 answers
611 views
 

auto expense reject 183

  I cannot get the diagnostic to go away for auto expenses on Schedule C.  It says reject 183 will apply if details for auto expenses are ...
by mdlee87
08/13/09 9:13am PDT
4 answers
465 views
 

FSD to ISW

Financial statement designer conversion to 2010 intuit statement writer still seems pretty weak.  Looks like you have to do a lot of formatting ...

tags: us quickbooks premier

by mdlee87
11/23/11 11:20am PST
1 answer
142 views
 

trial balance sort by number

  How do you get the trial balance in Lacerte to sort accounts by the account number?  I can get it to sort by account name or type of ...
by mdlee87
02/02/10 12:24pm PST
1 answer
125 views
 

Sort by account number in Lacerte trial balance utility

Will there ever be an update that fixes the "sort by account number" in Lacerte trial balance utility?  Manual input of client ...
by mdlee87
02/18/11 9:19am PST
0 answers
136 views
 

Import accountant changes after QB upgrade

Is there any way to import accountant changes if the accountant review copy was sent from 2005 QBs but the client upgraded to 2008 QBs before the ...
by mdlee87
09/17/08 2:10pm PDT
2 answers
1513 views
 

Update AMT refundable credit

When will lacerte update the AMT refundable credit amount on Form 8801 from 20% to 50%?
by tomekamiller
12/22/08 8:29am PST
2 answers
319 views
 

K-1 not listed in forms on left side of screen

I am working on an S Corporation return in the 2007 Lacerte program. On the left side of the screen is the box which contains all of the forms that ...
by mdlee87
12/12/08 11:24am PST
3 answers
692 views
 

Organizer printed to pdf has garbage data

When I print the organizer to pdf, the client information becomes garbled and makes no sense. When I print the same organizer to a printer, the ...
by joanne66
12/03/08 6:22am PST
5 answers
1194 views
 

Set up company for client

I have the accountants edition of QuickBooks. My client has accounting pro 2009 but has not created a new company yet. Can I set up a new company in ...
by mdlee87
10/28/09 10:08pm PDT
3 answers
1496 views
 

Customer beginning balances

How can I enter customer beginning balances so they do not affect the profit & loss? I have a client that bought a company that has jobs in ...
by mdlee87
02/23/09 2:28pm PST
0 answers
1398 views
 

Supress state form from letter

Is there a way to suppress the Ohio FT 1120S from being included in the letter?  I would prefer not to go in ...
by mdlee87
12/29/09 2:05pm PST
3 answers
537 views
 

AGI based phaseout of AMT refundable credit amount.

In the 2008 Extenders Act, it seems to me that the AGI based phaseout of the AMT refundable credit is supposed to be eliminated for the 2008 tax ...
by mdlee87
02/17/09 12:45pm PST
1 answer
764 views
 

Personal representative's name on IN IT-20S

Is there a way to have the tax preparer's name automatically print on the line for the personal representative's name for the Indiana form ...
by mdlee87
02/05/09 9:02am PST
3 answers
1059 views
 
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