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QuickBooks How-To Tag

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UDAS for QuickBooks® Desktop Cheat Sheet – Data

Each stage in UDAS (User | Data | Application | System) has many steps.

For example, uncovering your QuickBooks User as the root cause can boil down to the individual QuickBooks User, or the Windows user profile. The number of steps often are directly proportional to your computing infrastructure’s complexity.

Data is no different. The steps to determine root cause aren’t as ambiguous Let’s dive in, shall we?

These days, some of us find ourselves updating multiple calendars. There's the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a "to-do" on the road with a paper calendar as backup. But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Consider adding one more tracking tool: the QuickBooks Calendar.

QuickBooks Calendar – How It Helps Your Business

These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a “to-do” on the road with a paper calendar as backup. But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Consider adding one more tracking tool: the QuickBooks Calendar.

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QuickBooks Portable File – Restoring Company Letters

Last time, we covered how to create and send a portable file in QuickBooks Desktop; and how to restore it when called upon. We also discussed what is brought in, and what is not, when a portable file is restored. Though addressing the restoration of items not brought in is initially daunting, knowing where things are located mitigates this. We will cover restoring each, on a blog by blog basis – starting with company letters in QuickBooks Desktop.

today's technology tuesday features qvinci reporting software, which integrates with QuickBooks Desktop

QuickBooks Portable File: How to Create and Restore, and Why

If you’re a long-time user of QuickBooks Desktop, you were likely reminded to back up your company file – either through the logoff process, or encounters with QuickBooks Support. There’s a chance your company has used the same file over a sustained period; we’ll say a year or two. With that, your file would be considerably sizable. Granted, there are multiple storage solutions to archive your backup files – flash drives are popular for their price to storage ratio. What if you’re in a situation where that isn’t a possibility? Enter the QuickBooks portable company file.

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QuickBooks Pricing Cheat Sheet For Your Business

Is it time to adjust your pricing? Changing the prices of your company’s services and inventory items can solve one of two problems, depending on why you’re looking for a QuickBooks pricing strategy.

Say your vendors have upped their prices. You may choose to increase your affected products (or Inventory Parts in your QuickBooks Item List) to maintain your profit margin, or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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