Ask the Accountant

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…

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…

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…

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…

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