Harriet Gatter

Harriet Gatter
How to Delete Items in a List on QuickBooks

Question: I am working in QuickBooks Premier. I want to delete an item in a list, but QB will not let me. What can I do? Answer: QuickBooks will only allow you to delete an entry in a list if you have never used it before in your company file. If you have ever used…

Do I Really Have to Reconcile My Checking Account?

Question: I don’t like reconciling my checking account. Is there really a reason to do that? Answer: Monthly reconciliations are a critical part of your accounting. I could argue that it is one of the most important steps to making sure your records are complete and correct. Every month, you should reconcile each of your…

Your Accountant Suggests Illegal Activity. What Do You Do?

Question: My accountant is suggesting things that I know are not legal. What should I do? Answer: I would find a new accountant right away. You do not want to be tainted by the accountant’s lack of ethics and end up owing additional taxes, penalties or worse. There is a difference, however, between income tax…

Keeping Track of Your Apparel Orders

Question: How do I record an apparel order with more than one supplier? Answer: We do have complicated orders in our business—none more so than apparel orders. In all orders, I recommend that you use your internal purchase order number to number all parts of the order in your system: customer sales order, supplier purchase…

When Should I Get QuickBooks Premier 2018?

Question: When is the best time to buy QuickBooks Premier 2018? Answer: Premier 2018 was released in September 2017. So far, the reports are good. It works well, and bugs have been few. However, conventional QuickBooks wisdom is to wait until January to avoid as many of the inevitable early glitches, updates and fixes as…

What Are My QuickBooks Options on Mac?

Question: I have a Mac that I use for my business, but I’d like to use QuickBooks. What are my options? Answer: There is a Mac desktop version of QuickBooks, which is very different from the Windows QuickBooks and is inadequate for our business. Furthermore, it is being discontinued, and a 2017 version is not…

Where Can I Get QuickBooks Software?

Question: Where should I look for QuickBooks software? Answer: My advice is to buy only from a proven source. The safest source is to buy directly from Intuit. But, there are many resellers that provide some attractive offers. I’ve heard a full range of reports from good to bad. Be careful in your selection of…

Help! My QuickBooks Isn't Working Right!

Question: My QuickBooks isn’t working the way it should. Is there anything I can do to fix the problems? Answer: If you are experiencing basic operating problems in QuickBooks, there is a "Verify and Rebuild" function. To run this, back up your QuickBooks first, and go to "File" to "Utilities." Run “Verify Data,” which will…

Can I Print Checks in QuickBooks?

Question: Can I print checks in QuickBooks? If so, do you have any tips for buying the checks? Answer: Yes, you can print checks in QuickBooks. When doing so, the transaction is recorded directly into your general ledger (into the account you designate). Also, when writing a check to pay a supplier purchase order, the…

How to Set a Default Checking Account

Question: When printing a check, the wrong bank account shows up. Can I set a default checking account? Answer: Yes, you can select a default checking account for various functions. Go to: Edit > Preferences > Checking (on the left side) > My Preference tab at the top. Here you can select a bank account…

How Can I Upgrade?

Question: How do I upgrade from QuickBooks Pro to Premier? Answer: QuickBooks makes it easy to upgrade from Pro to Premier. First, download Premier; then back up your QuickBooks company file. Print out your balance sheet and income statement on the accrual basis. When you are ready to upgrade, go to "File," "Open" or "Restore…

View Everything on One Screen

Question: Is there one screen in QuickBooks Premier where I can look at my open sales orders and invoices? Answer: Yes, QuickBooks has a feature called "Income Tracker" that does just that. Go to "Customers," then "Income Tracker." The dashboard shows a current accounting of various income segments. At the top, you will see totals…

Customizing Quickbooks for Promotional Products Distributors

Question: Are there any reports in QuickBooks that are designed specifically for the ad specialty industry? Answer: Unfortunately, there are no ad-specialty-specific reports, but all of the reports on QuickBooks can be customized. And some have been put to good use by distributors. If you have loaded QuickBooks Premier specifying the Manufacturing and Wholesale Edition,…

Who Made All These Errors?

Question: We have some recurring errors in our QuickBooks. No one will take ownership of the errors, but I need to find out who made them. Is there a way to do that? Answer: QuickBooks Premier and Enterprise have a report that should give you that information. It’s called an "Audit Trail." This will list…

Adding Data to Stock Reports

Question: Is there a way to add data to stock reports in QuickBooks? Answer: QuickBooks Premier and Enterprise allow a great deal of customization of its reports, but sometimes you will want to add, rearrange or manipulate data beyond the scope allowed in QuickBooks. In that case, you can export that QuickBooks report to an…