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Articles from Presti Naegele | Selfgrowth.com
- Template and Vendor Credit Issues in QuickBooks Mac - by Submitted on Nov 05, 2012 from Presti NaegeleRecently we received a question from a QuickBooks Mac business accounting software user about trying to repurpose fields on the Invoice template. As you might know in QuickBooks bookkeeping programs for Mac 2013, in customize invoice template, there is a choice of about 7 fields you can add. The ...
Views: 1746 - QuickBooks 2013 - List of New Preferences and How to Use Them - by Submitted on Oct 02, 2012 from Presti NaegeleOur QuickBooks accountants put together a list of 3 new preferences, which are now available in the 2013 version of QuickBooks accounting business software. We will discuss all 3 here in this article. Default Classes – Available in QBES only In QBES v13, the Accounting Company preferences ...
Views: 1444 - How to make your QuickBooks run faster? - by Submitted on Sep 03, 2012 from Presti NaegeleThere are many reasons why your QuickBooks accounting business software could be running slow. Sometimes the slowness can be due to your computer or your network but sometimes it’s due to the QuickBooks Data File itself. One of the things in QuickBooks that can slow down performance is all the ...
Views: 3048 - How to track accounts receivable when working with a Factor, in QuickBooks accounting business software - by Submitted on Aug 08, 2012 from Presti NaegeleFirst things first, I’m sure some of you are asking, what the heck is a Factor? Well factoring, or accounts receivables factoring, is the selling of the business’s accounts receivable to a factoring company. The factoring company (factor) pays the business a percentage of the value of the ...
Views: 1626 - Do you know how to work with items in QuickBooks? - by Submitted on Jul 19, 2012 from Presti NaegeleMany people see that there is an “Item List” in the accounting business software QuickBooks but don’t fully understand what it is used for. I have had a bunch of clients that just create one item in the item list and use that item on every invoice. Then on a per customer/per invoice basis, ...
Views: 1097 - Improve your accounting business software skills - Accountant’s Copy in QuickBooks - by Submitted on May 24, 2012 from Presti NaegeleAn Accountant’s Copy is a version of your company file your QuickBooks accountant(s) can use to make changes while you continue to work in your company file. In the end, when your accountants are done, you can then import your accountant’s changes into your company file. If you are using ...
Views: 1732 - QuickBooks advisor tips&tricks - how to avoid having Duplicate Names? - by Submitted on May 09, 2012 from Presti NaegeleWhile working with a client who is switching to a computerized system, we came across an issue related to duplicate customers’ name in the database. These duplicates happened primarily from a lack understanding of best practices when entering such data. After reviewing and assisting with the ...
Views: 1139 - Features Rant - From paper to progressive - by Submitted on Apr 10, 2012 from Presti NaegeleWhile working with a client who is transitioning from a paper system to a computer system, we have come across some changes to the QuickBooks POS software that would be very useful for small business accountants. These changes actually are common in a lot of companies that we work with and ...
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