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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  

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 […]

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 […]