Ask the Accountant

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,…

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…

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…

Question: How do I make a template in QuickBooks to be the default template for sales orders, purchase orders or invoices? Answer: QuickBooks Premier and Enterprise do not have a means to designate a “default” template, but there is a workaround to achieve the same result. Go to "Lists" and then "Templates." The list shows…

Question: My accountant wants me to start using QuickBooks Premier instead of industry software. Why? Answer: As described in another blog, QuickBooks Premier works very well for our industry, but your accountant may or may not know that. Likely, your accountant knows how to work within QuickBooks since it is the No. 1 accounting software…

Question: In QuickBooks, I prefer to set up items as categories, such as apparel or pens, and type in the individual descriptions. Is there any reason not to do it that way? I feel like I'm going to end up with too many items otherwise. Answer: I can understand why you might want to do…

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