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Greetings!
It's that time of year. Intuit has just introduced the new 2008 versions of QuickBooks Pro, Premier & Enterprise. People always ask if they need to upgrade when a new version comes out. The answer is "Maybe". If you are currently on any 2005 version and using Intuit Payroll, then YES you need to upgrade sometime between now and January. If you're not using payroll then it will depend on how much you want the new features. Read on........
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What's New in QuickBooks 2008 |
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In 2008 Pro & Premier
- Remote Access now available in Pro (free for 6 months)
- Online Time Tracker interfaces with Outlook (extra fee)
- See all unbilled Time, Expenses, Mileage & Items to be Invoiced in one place
E-Mail forms & reports using Outlook. You can even attach documents.
Manual payroll entry. Enter payroll checks without a payroll subscription
Ship with DHL with a free add-on ShipRush
http://www.zfirm.com/downloads/assets/videos/shiprush/DHL/QB_DHL.htm
In 2008 Enterprise
- All of the above, plus
- Linux Support
- EDI Capabilities with TrueCommerce included
QuickBooks |
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| Enterprise User's |
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For existing users of Enterprise with a current contract you should have received your 2008 Enterprise by now. If you haven't received it by Nov 1, please let me know. |
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Move an Applied Credit to a Different Invoice |
by Kathy Ivens of CPA911
Have you ever applied a credit to the wrong invoice and need to fix it? This article was written by a Pro Advisor, Kathy Ivens of cpa911.com. It happens so frequently that I thought I would pass it on.
You can change the invoice to which a credit was applied. This task requires several steps, but if you follow the instructions a step at a time, it's not as complicated as it seems.
Open the invoice to which you applied the credit.
Click the History button at the top of the transaction window to display the list of all transactions linked to this invoice.
Click the listing for the credit you want to change, and click Go To, to open the original credit transaction.
Change the customer name to another customer. It doesn't matter which customer you choose because you're going to change it back (I've always had a customer named House to use for occasions like this and for other "tests" I want to run).
Click Yes in any warning dialogs QuickBooks displays about the results of making this change. Now you've destroyed the link between the credit and the invoice to which it was originally applied. (QuickBooks returns you to the original invoice window, where the credit no longer appears in the History dialog.)
Open the credit transaction you just moved to another customer. (You can select the credit from the other customer's history by selecting the customer and pressing Ctrl-Q, or, if you're using QuickBooks 2006, by selecting the customer in the Customer Center and displaying transactions.)
In the Create Credit Memos transaction window, change the customer name back to the original customer name.
When you save the transaction, QuickBooks offers the original choices for applying this credit. Choose the right invoice.
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Year End is Coming! |
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Now is the time to be reviewing your books for year end. Here's a quick year end guide. If you would like an appointment to review, please give us a call.
- Review the A/R Open Invoice Report - Does everyone listed really owe you the money?
- Review the A/P Unpaid Bills Report - Do you owe all of these vendors?
- Are all of your Bank Accounts reconciled?
- Get statements for all loans, Does your Account balance match?
- Review your Profit & Loss - YTD, Does it look right?
- Review your Balance Sheet - YTD, Does it look right?
If you think there's something wrong, there probably is.
Company your P&L - YTD to a Sales By Customer Summary, Does the income match the sales report? Are they close? Can you explain the difference? |
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