This month Katara launched a new QuickBooks Support service in the UK to assist businesses looking for help with QuickBooks accounting related issues. The UK based service provides support for both current and older versions of QuickBooks.

The path of conversion from Sage to QuickBooks can be assisted by the transfer of Customer and supplier data (names , addresses etc) and if appropriate the transfer of data (a little more challenging task). As you would expect sage and intuit do not provide a direct migration path and careful consideration should be given to the pro’s / con’s or effort / reward of the decision to transfer transaction data when migrating.

Following the withdrawl of MYOB from the UK market we are seeing any increasing number of MYOB users switching to QuickBooks. The flexibility of QuickBooks means that it is seen as an ideal replacement by many MYOB users. The migration path makes it possible to transfer Customer / supplier , Chart of Account details reducing the amount of manual input. We have undertaken this task for a number of clients over the last month. Transfer of transaction data is more of a challenge with pro’s on con’s in following this path.

The payroll codes  (tax codes for employees) do not update automatically in QuickBooks payroll. Remember to update the codes before processing the first payrun of the new tax year.

QuickBooks 2008 will not allow you to add/ amend a VAT code linked to a Cost Of Goods Sold (COGS) account. If you amend the account type to expense you can add / amend a VAT code and switch the account back to a COGS account.

Check out our QuickBooks Pro Training pages for information on Courses

The payment type list in QuickBooks 2008 links to the type of payment made by a customer (Receive payment). The list will not change / amend the payment types for suppliers (bills paid).

Discover more Quickbooks Help and Support tips online.

You can post entries in QuickBooks at the main or sub account level. Posting to the sub account level will avoid the description ‘name - other’ in the reports produced. As a general rule when sub accounts exist post at the sub account level.If no sub account structure post to the main level. Please see more on our Quickbooks Training pages.

Unless you have converted your QuickBooks File from an earlier version you will not automatically  have a find button on your Icon bar in QuickBooks 2008. Add a button via view on the top drop down row. Visit our Quickbooks Training Pages for more tips.

Take care when creating a new invoice template - The duplicate and delete buttons on the drop down menu are next to each other. You can invest time in creating an invoice template only to lose it at the click of a button.

For information on how to Learn QuickBooks Pro visit our website.

It can be a difficult to see the way forward when you have a QuickBooks file which has been used to create invoices and you wish to start using QuickBooks to it’s full potential. Should I start a new file or update the old file? The answer is of course it depends.

Creating a new file , with QuickBooks Software Training re opening balances (reflecting accrued VAT) and importing customer / supplier details will give this client a clean start for the new financial year.