Yes, you can restore that deleted QuickBooks transaction!
August 12, 2009
Your buzzing along in QuickBooks with a nice rhythm going as you work through your data entries. But the phone rings and when you get back to business, you duplicate a transaction. No worries … just delete it. Oops! You’ve accidentally deleted the wrong entry — now what?
Well, it’s time to discover a great feature in QuickBooks called the Audit Trail. I’m not saying it will save you every time, but it’s a safe bet you’ll find this feature comes in handy, once you know it’s there. QuickBooks automatically tracks all your additions, deletions and modifications made to transactions in your data file. The Audit Trail is arranged in order of the user who last affected a transaction, then by transaction type.
Select Reports from the navigation bar. Go to Accountants & Taxes, then select Audit Trail. Change the Date Entered/Last Modified drop-down box to adjust the date range currently displayed. Once the deleted entry is located, make note of the account and memo details to reenter the transaction. Voila! You are back where you started.
Intuit Small Business Town Hall on Using Social Media
June 23, 2009
I am happy to say Intuit, makers of QuickBooks software, is continuing to improve. They are building their Small Business Community with town hall events, webinars, training, conferences, Ask the Expert events and more. This Thursday, June 25 at 9am PT (12pm ET), the Town Hall topic will be Using Social Media to Grow Your Business. Join Michelle Long, CPA and the following guests as they discuss how to use social media such as Twitter, Facebook and LinkedIn, for effective marketing.
- Scott Wilder – Small Business Group at Intuit
- Chris Kim – Senior Marketing Manager with Intuit
- Dante Layton – Owner of Dante Layton, Inc.
- Ruth Perryman – Owner of the QB Specialists
Cost is free and there will be a Q&A session following the discussion. Hope you can make it!
Using the Same Name in QuickBooks
March 22, 2009
Did you know it is possible to have a vendor and a customer with the same name in QuickBooks? OK, well not quite the same name, but a wise bookkeeper colleague of mine explained how this can be done. Say for example, XYZ Company provides computer services so you setup them up as a vendor named XYZ Company. Now they also pay you rent to share your space, so they are also a customer and here is how to name them: XYZ Company {Customer}. The key is using the brackets. This naming method can also be used for corporate owner distributions who also receive employee paychecks. QuickBooks essentially sees the bracketed text as invisible and the bonus is that the text does not print out on your paychecks or forms. Try it out and be sure to stop back to let us know how it worked for you!
[tags]quickbooks, resources, bookkeeping, kellywilliamsva, kelly williams, virtual assistant, training[/tags]
QuickBooks 2009 Online Banking Update
December 13, 2008
Here is a nice short video of the four features affected by the QuickBooks 2009 update to Online Banking. While I didn’t see much difference in using the 2008 version over 2007, I do plan to upgrade to 2009 with their many useful improvements.
[Video removed]
