New Way to Invest.

I wanted to tell you about a interesting way to invest a few bucks. The name of the website is Prosper.com. It is a peer-to-peer lending community, where you choose loans to "bid" on. There are tons of listing to choose from, so I use ProsperPicks.com to narrow down the selections. Give it a try.

Help to Find Invoices.

Question:

Is there any way to search for a specific invoice without having to click through every invoices to find the one you want?

Answer:

Yes, QuickBooks has made it very easy to locate invoices. Simply open the “Create Invoices” screen and right click on any of the open white space (not on a field). Then select “Find Invoices…”

From here you will be able to search by customer/job, date ranges, invoice numbers, and amounts.

You will find right clicking to be a very intuitive way to find commands in QuickBooks.

No Questions?

I haven't received any questions for a while, so everything must be going well.

Here is something to waste time while looking productive. (Just make sure your sound is off)

Thanks to American Express for providing such a great advertisement.

By the way, American express business cards integrate nicely with QuickBooks software. Amex business cards also come with "OPEN for Business" which gives you savings at FedEx, Ruby Tuesdays, Staples and other business locations. Well worth the $75.00 fee (Gold).

If you travel a lot go with the Platinum card especially if you fly Delta. There is nothing like lounging in the Crown room instead of listening to the screaming babies at the gate.

Bank Account Problem.

Question:

When I go to write a check, the balance does not match the ending balance in my check register for the same account. Where should I look for the discrepancy?


Answer:

My first question is…are you reconciling your bank account monthly? (Banking – Reconcile)

If not you should be. This is the most effective way to ensure that your bank account balance is accurate.

Another thing that you can do is print a Quick Report of the bank account in question. (Reports – Company& Financial – Balance Sheet Standard – Double click bank account and adjust dates to a wide range.) This will allow you to see all the transactions in that account over a period of time, and compare it with your bank statement.

Many times the discrepancy can be attributed to an incorrectly dated check, so I would start there.

Check Printing Options.

Question:

I was just given new blank paychecks to use - they already have the company name/address above the 'pay to the order of' section. The previous ones did not.

How do I format in qb2005 contractor’s ed. the check printing so that it does not reprint this information over the pre-printed information?

Please help!!

Answer:

When you select print paychecks and the print dialog box opens, there is a checkbox that allows you to unselect the address/logo printing option.

Emailing Invoices.

Question:

To email invoices and statements do you have to purchase something additional besides having QuickBooks premier?

Answer:

No, QuickBooks Premier includes this function for invoices and statements.

To email invoices, find the invoice you are interested in so that it is on the screen. On the menu bar next to print, there is a button that says "Send". Click "Send" and follow the instructions.

Also you can send multiple invoices in one step by selecting "Send Batch".

To email Statements, follow these instructions:

If you have more than one customer to send statements to, you can have QuickBooks send the statements out in a single batch.

1. From the Customers menu, select Create Statements.

2. Select the customers that you want to create statements for.

3. Click View Selected Customers to verify your selection.

4. Click E-mail.

5. In the Select Forms to Send window, make changes as necessary.

6. Click Send Now.

Also...nice office address.

Backup Problem.

Question:

I have backed up a company file to a cd. It won't open because it says it's a read only, change file to read-writable. I can't figure out how to do this-- please help! Need info on new computer.

Thanks,

Harriett

Answer:

When you do a back-up in QuickBooks, it creates a .qbb file (for QuickBooks Backup) the working file uses a .qbw extension (for QuickBooks Working file).

Many people have this problem because they try and "use" the .qbb file.

What you need to do is go into QuickBooks and select Restore (File - Restore).

When the Restore window opens select the .qbb file from your CD in the upper box. In the lower box select where you want the new .qbw file to be located (on your new computer).

If this is the process that you followed, and you are still getting a read only error, then the backup may b corrupted and you will need to make a new one. Sometimes a USB drive works better than a CD.

"Slightly" Forgotton Password.

Question:

Help!
Is there any assistance for retrieving a slightly forgotten password on QuickBooks?

thanks!

Answer:

First I would try everything to remember my password (try using all of your other passwords).

If after exhausting this process you still cannot remember your password, then you will have to have QuickBooks remove it for you.

Here is a link to their Password Removal Service.

Even though you have only slightly forgotten your password, I think Intuit will still be obliged to charge the full $65.00.

I always try to keep a list of passwords in a secure location...this has proven to be helpful for me.

Reimburseing Employees.

Question:
I am very new to QuickBooks, but I have to ask this question.

How do I record a payment to an employee when that employee submits an expense report for expense he incurred on behalf of the company. Mileage or office supplies for example. Is the employee just a vendor just like any other. Thanks.

Carol in Augusta Maine

Answer:

In this case, your employee is in essence a vendor. However, if you are writing them a check, you don't have to set them up as a vendor if they are already an employee.

Simply bring up the check screen. Select the name of your employee and write the check as you normally would...classifying the reimbursement to the proper account.

Note: After selecting the name of the employee, you may get a message that says something like: "To pay employees, use the pay employee’s screen." If you are writing a reimbursement check only and not actually paying the employee...just cancel this message and proceed with the instructions above.

Bank of America Problem

Question:

I have several independent accounts set up in QuickBooks Pro 2004. I have been connecting to my bank via QuickBooks and downloading processed checks.

Recently, I got the message, “Your last on line connection was not completed. QuickBooks is having a problem recovering from this condition. Please contact Tech Support for on line banking.

I don’t get this message with all of my accounts. What happened?

I have contacted Bank Of America and they can’t help.

Answer:

I have gotten several variations of this question over the last few days. The common thread in all of them is Bank of America. I have not seen any question where another bank was involved.

It would seem then that either BOA is not sending the data properly or they are using a format that doesn't "agree" with QuickBooks.

I would keep pestering BOA to see if they can provide an answer. The key may be to find a support representative that speaks English and resides in one of the 50 states as opposed to Bangalore.