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Convert a QuickBooks Customer to a Job

It is possible to convert a Customer to a Job, however, it involves very skillful use of the mouse, here’s how to do it: a.) Open Customer Center. b.) If you don’t have the parent (new customer of job) that the old customer will be a job of, create the parent customer or job. c.) […]

Last logon date & time for a Windows user.

Open the command prompt: Start->Run->type cmd At the C:\> prompt, type:  net user administrator | findstr /B /C:”Last logon” Replace administrator with any user name. The output should look like this: Last logon                   6/30/2010 10:02 AM C:>

Need to reinstall Quickbooks without CD?

If you need to reinstall QuickBooks but can’t find the installation CD, here are links to download various QuickBooks software https://support.quickbooks.intuit.com/Support/ProductUpdates.aspx or try this link:  http://support.quickbooks.intuit.com/support/Articles/INF12417. Here’s some tips on registering or re-registering QuickBooks: Register QuickBooks  If you are having difficulties registering your product, you can contact us by phone: From within the U.S. or […]

QuickBooks 2009 support will end on 05/31/2012

QuickBooks service discontinuation policy and upgrade information     Live technical support and add-on business services such as payroll, credit card processing, QuickBooks Email, and online banking will be discontinued for QuickBooks for Windows 2009, QuickBooks 2009 for Mac, and a few other products as of May 31, 2012. We are committed to developing easy, straightforward financial […]

Manual QuickBooks Server Updates

Updates to the QuickBooks Server can be downloaded from the Internet. Because the QuickBooks Server is not a full QuickBooks application, updates must be downloaded and installed manually. The installation steps are done on the server. You can print this topic for reference by clicking the print icon in the top right corner. To do […]

Message – “Windows Mail Can Compact the Message Store occurs when navigating the Vendor or Customer Center”

When accessing records, emailing or navigating around Customer or Vendor Centers while using Windows Vista, the following message is displayed: Windows Mail Can Compact the Message Store  Why this is happening: This is a Microsoft error in Windows Mail and only occurs in Windows Vista. How to fix it  Follow the detailed steps after consulting […]

Intuit to discontinue BOTH Time Tracker and Time & Billing on 12/01/11

Source: http://http-download.intuit.com/http.intuit/CMO/SAASHelp/timebilling/sunset/disco.html   What I need to know: • Your data is protected. • You will continue to have access to QuickBooks Time Tracker and QuickBooks Time & Billing until December 1, 2011. • You will no longer be billed. From October 6 until December 1, 2011, QuickBooks Time Tracker and QuickBooks Time & Billing […]

Intuit Phases Out Time Tracker

Critical Service Notice — Intuit QuickBooks Time Tracker After much consideration, we’ve made the difficult decision to discontinue QuickBooks Time Tracker effective December 1, 2011. We know this decision impacts your business and we want to provide options that we hope assist you in making the best choice. Help through the transition: First, your time […]

Review of QuickBooks Connect

QuickBooks Connect is a web application found in the Intuit Apps Marketplace and is designed to allow some basic remote functionality surrounding Customer information.  The web app works with Intuit Sync Manager which provides bi-directional syncing between QuickBooks (Windows) and the web application. You can create new and view historic: Invoices, Sales Orders, Sales Receipts, Purchases  Basic […]

Tip: How to log off another QuickBooks user

QuickBooks Messenger is a feature introduced in QuickBooks 2009 that allows communication between QuickBooks users in Multi-user mode. You must be signed into QuickBooks in Multi-user mode in order to use the QuickBooks Messenger. Opening QuickBooks Messenger In Multi-user mode, you will notice a QuickBooks Messenger icon in your system tray (located in the bottom […]

Pay Vendors by Direct Deposits from QuickBooks

To pay 1099 vendors (sometimes referred to as independent contractors) by direct deposit, you must first be subscribed to the Direct Deposit service and have it already activated for paying employees. How? Important: Direct Deposit for vendor payments is not currently supported for Assisted Payroll users. Then follow the instructions below to activate Direct Deposit […]

How to set new employee default payroll defaults in QuickBooks

To set new employee default payroll defaults in QuickBooks: Go into the Employee or Payroll Center, make sure the “Employee” tab is selected Click “Manage Employee Information” button just above. In the dropdown menu, select “Change New Employee Default Settings” You can adjust: Payroll Schedule or Pay Frequency; Earnings, Additions/Deductions/Co Contributions items; “Taxes”  and “Sick/Vacation” […]

How to align printer to print checks from QuickBooks

Click on link below for how to align printer to print checks from QuickBooks: Adjust Alignment For Check Printing

Writing and Printing Checks from QuickBooks

Click on this link to learn how to write and print checks from QuickBooks: WritingAndPrintingChecksFromQuickBooks  

How to find Windows uptime?

How to find Windows uptime (How long since the computer was turned on or re-started) depends on the version of Windows that you are using: Windows XP:        1.  Go to “Start” -> “Run“.     2.  Write “CMD” and press on “Enter” key.     3.  Write the command “net statistics server” and press on “Enter” key. […]

QuickBooks Backup vs. a Portable Company File

Use backups to protect against accidental loss of data To safeguard your QuickBooks data against accidental loss, create regular backups of your QuickBooks company file. The backup contains everything you need to re-create your company file and QuickBooks environment, including all of the QuickBooks files (templates, letters, logos, images, and so on) related to your […]

Double Window Envelopes for QuickBooks Invoices

Frequently we are asked, “What double window envelopes should I buy to mail QuickBooks invoices in?” First, we should note that the there is a different size envelope for invoices and checks…they are not interchangable, so please purchase carefully. Go to our Amazon store: http://qbpros.net/store/ for GREAT PRICES (on both types of envelopes) and select the […]

QB Tip: Use Groups to hide Items on Invoices & Estimates

If you use Estimates in QuickBooks then progess bill on an Invoice, you may not want your customers to see the line items on either document. The solution is to use Groups. A Group is a container that holds Items. A new group is created from the same menu an Item is, Lists -> New […]

Installing Dropbox on a Windows server

Usually Dropbox gets installed on a server on a per Windows user basis in “c:\users\<your user\appdata\roaming\dropbox”. Each RemoteDesktop user has their own install and synching to Dropbox servers (and other DropBox users) will only happen when the remote desktop client is logged in because it’s a desktop application that starts upon user login and closes upon user […]

Dropbox Terms of Service

Dropbox seems pretty transparent about their terms of service and provides a good level of security in our opinion. They explain that they do manage the encryption key which allows them to provide service that works easily between users and the ability to download and preview files. This does means that they can decrypt the […]

e-pay Tax Payment and Direct Deposit Transmission Deadlines in QuickBooks

Direct Deposit Transmission: There is a hard deadline of 5pm PT two business days before pay date. Wed 5pm PT for Fri pay day. e-pay of tax payments: 2 business days prior to payment date. Although IRS EFTPS has a transmission deadline of only 8p ET the day before payment date, QuickBooks requires you to […]

GoPayment Mobile Credit Card Processing Deal

Take credit cards with your cell phone! Quick, easy, inexpensive! Call George at GoPayment (800) 559-0278 x-61393. Mention we referred you…give our name and phone number (QBPros 605-343-2400) to get a rockin deal right now: 1.61% swiped, 2.2% keyed, free card reader that plugs into your cell phone, 3 months free ($9.95/mo thereafter), and a free copy […]

Take credit card payments with your cell phone, so easy!

Take credit card payments with your cell phone! I just received my new free credit reader that plugs into the headset jack on my Blackberry smart phone. I installed the software quickly and easily on the phone. The software is available for many Apple, Blackberry, and Andriod devices. I created a charge for $0.10 and […]