You first need to set up sales tax items for each tax you will be charging. You then need to set up a sales tax group for each group of taxes you will be charging on a sales transaction. You set these items up in the Items and Services in QuickBooks.

I entered a deposit twice - How do I delete one of them?

• Dmagee15 (Feb 13, 2008 7:08 pm)

To delete any transaction, you first need to locate the transaction, then open the transaction. Once it is open, you the click on Edit>Delete Deposit, from the main menu.

I purchased Quick Books about 6 months ago and have not been able to get my business up and going on it. I have used Quicken for years but it does not work for my business (inventory, billing) etc. I have a monogramming business where I charge a fee to monogram someones item but I also sell a great deal of things. Is there someone out there who will give me training so that 2008 can be the year that I get the business end organized? Thanks for your time

• Dmagee15 (Feb 13, 2008 7:17 pm)

Here are a couple of ways to get help. First look online at http://proadvisor.intuit.com/referral/ which is a QuickBooks Certified referral database. Second, look online and search for QuickBooks Consulting with your city and state. You may find someone locally. You can also contact your local community colleges to see if they offer classes.

I now have a Mac. Do I have to purchase a whole new software package to load QuickBooks on my Mac? My QuickBooks pro was installed on my Dell for windows.

• Dmagee15 (Feb 15, 2008 6:22 am)

If you don't have a program installed on your Mac (such as Parallels), in which you can run both a Windows operating system as well as Mac, then you will need to purchase the Mac version. Note that the Mac version does not have all the same functionality that the Windows based QuickBooks has. Visit http://quickbooks.intuit.com/product/accounting_software/product_comparison.jhtml to review the limits. It might be worth purchasing the dual operating system for your Mac.

Can I go back into our W-2 file and make a copy of just one person without changing or doing harm to the file. If so, please give me the steps.
Thanks,
Dorothy

• Dmagee15 (Feb 15, 2008 6:30 am)

You can go back and reprint W-2's in QuickBooks the same way you did the first time, only you will select on the the person's name that you with to process the W-2 over again. Process Payroll Forms>Federal Forms>W-2/W-3, and select only the employee you need to reprint. Then select the forms to print.

When we set up the user permissions for the “sales” role, we can either turn off reports altogether, or give full access, or give partial access. The problem is that in ANY partial or full access setting, our guys with “sales” roles have access to view, modify, or create reports of their choosing. We have tried it a hundred different ways. Because of this we have felt it necessary to turn off the permissions for all reports to the “sales” role. Unfortunately, the custom memorized reports we created for our sales team to view at the end of day are critical for us to use in reconciling our daily totals. Since they cannot view them under the “sales” role, I must be here at the end of each day to run the reports for him. Sometimes I am not here at the end of the day to do this for them and I also cannot allow them access to other sensitive company data. Can we fix this? Is there some other place we can put these reports so we can give them access without jeopardizing the other areas?





Regards,





Sean

• Dmagee15 (Feb 15, 2008 6:37 am)

Sean,
You might consider building a report in Excel using the ODBC driver that comes with Enterprise Solutions. Using this tool will allow you to create the report in Excel, and you set the permissions for the driver to access the QuickBooks file even if you don't have QuickBooks open.

I forgot my Admin password, what should I do?

• Dmagee15 (Feb 15, 2008 6:43 am)

QuickBooks offers a password removal option as do many other companies. Visit https://dataservices.intuit.com/sdccommon/intuit/ds/intuit.asp?prod=QuickBooks&action=pwreset

for the QuickBooks removal server. If you have Enterprise Soltions, the tool is free.

Hi, I have tried to update my payroll for 2 months with no luck. I have talked to everyone on the planet. Do you have any suggestions on what I should try?

And if you feel I should uninstall qb what well that do to my basic payroll service?
Thanks Judi

• Dmagee15 (Feb 15, 2008 6:56 am)

The only problem I have seen in the past with not being able to install a payroll update is either a fire wall or a anti-virus software that is blocking it from being installed. If you have disabled the software and you still are unable to install the update, call the Intuit Payroll for assistance.

How can I get a report that gives me a listing of all the pending estimates that have not been converted to invoices (jobs that are still in progress)?

• Dmagee15 (Feb 15, 2008 10:24 am)

This is a great question, and one that I get frequently. Click on Reports from the main menu at the top menu bar, then click on Sales, then Open Sales Orders by Customer. In this report, click on the Modify Report, then click on the Filters Tab. In the filters on the right, you will see that Sales Orders is currently the filter selected. If you click on Sales Orders on the Right Filters Box, then in the middle of the screen where you can select "What you want to filter", you can change it from Sales Orders to Estimates. This will then display the open Estimates only. This is a great report to memorize.

On the Fixed Asset Item List how would I show the true value of a property asset if the purchase cost was less than the than the original appraised value which also has increased over the years since purchase?
In the Cost window do I put original mortgage cost or appraised value?

• Dmagee15 (Feb 15, 2008 11:07 am)

You would enter in what you pay for the asset.

I am trying to down load my companies from Intuit Easy Acct Professional Services 2006/2007 to Quick Books Pro, I know that they are compatible I just want to make sure that I install it the right way If someone could let me know how to transfer programs I would appreciate it.
Thank You,
Kim Allen or you can reach me @ 563-528-0494

• Dmagee15 (Feb 15, 2008 11:12 am)

I would recommend locating a local representative from the Intuit Referral Database at http://proadvisor.intuit.com/referral/

It is a great idea to establish yourself with a local expert to contact on a "as needed" basis.

I am new to the Quickbook Payroll. Due to Quickbooks not being able to figure my school tax properly,I have an entry in the "Pay Scheduled Liabilites" that shouldn't be there and I need to delete it. How do I go about properly doing this?

• Dmagee15 (Feb 15, 2008 11:48 am)

If you have a payroll item that is not a liability, then you can edit the payroll item and remove the pay to name, as well as assign it to an expense account. It will then only be expensed and not a liability to be paid.

I'm pretty knew in Quickbooks. We have 7 departments and we wanted to set up the charges of accounts into different departments. Please help me on this coz I'm having a hard time on setting up.

• Dmagee15 (Feb 15, 2008 12:03 pm)

Have you considered using classes instead of using your chart of accounts as departments? Class tracking allows you to track income and expenses by division/department, yet keeps your chart of accounts simple. There is no need to have 7 office supply accounts to simply track office expenses for 7 departments. You can turn on Class Tracking in Edit>Preferences>Accounting> in the Company Preferences tab.