Archive for October, 2007


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Emailing Reports and Forms from QuickBooks

One of the new features in QuickBooks 2008 is the ability to send invoices and other forms directly from QuickBooks with Microsoft Outlook or Outlook Express. There is a fairly simple way to do this in current versions of QuickBooks. And you can use any email program.
With the form (invoice, sales receipt, estimate, purchase order, sales order) [...]


Getting Ready for Year End in QuickBooks

What?!? “Year end,” you may say. “It’s only October.”
True, but preparation now will mean less headaches in December and January for you. Put these steps off and you may find yourself chasing vendors and employees for information at the last minute.

Verify employee addresses and Social Security numbers for W-2’s now. Let employees know to report any [...]


Using Gift Certificates with QuickBooks

This information describes the sale and redemption of gift certificates using QuickBooks financial software, not Point of Sale (POS).
For correct financial reporting, Gift Certificate sales should not be included in sales or income reports for taxes. Income and sales are generally recognized at the time the product or service is sold, not the gift certificate. I [...]