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05/24/2012 at 04:51PM 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. This is only for US based products. This does not affect QuickBooks Online customers! 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. International versions are unaffected. For more info, see our community discussion.
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MsTwizz
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07/05/07 3:47pm PDT

new client-fixing QBs

Hey all,My new client has been using QuickBooks for the past 7 years for their business. They are "self taught" and haven't been using QuickBooks software quite right. I am teaching them to correct flow, but now my queston is, because they have not used the program correctly, there's a lot of "junk" out there.My suggestion to them was to start a new empty company for 2007, reenter everything in the correct way and that way, at least their EOY financials will be correct.Any thoughts? Is this the right way to go???Thanks!!!

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LauraD
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07/05/07 7:09pm PDT

This is a difficult question to answer without seeing the file and knowing more about the business, etc.

First of all, make sure that your y/e trial balance matches the tax return. Whatever you do, this should be your starting point.

Then, if you want to start a clean file, take a look at the vendors, customers, items, and COA. . .

You might want to restore a backup of the file under a new name and do a 'condense and remove all transactions' to give you a 'shell' to work with.

Or, you can export all of those lists to excel, clean them up there and then import them into a new company file.

Hope this helps,

Laura D

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Keep it as simple as you can. . .with only as much detail as you need.

When in doubt, make a backup first!!

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Laura Dion
Cents-able Bookkeeping, LLC

www.centsablebookkeeping.com
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07/05/07 8:08pm PDT

Great suggestions!
Thanks a bunch!

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07/06/07 3:11am PDT
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You are welcome.

Laura D

My motto:
Keep it as simple as you can. . .with only as much detail as you need.

When in doubt, make a backup first!!

*****
Laura Dion
Cents-able Bookkeeping, LLC

www.centsablebookkeeping.com
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