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.

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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).

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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.

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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.

Another day , another QuickBooks file.

Today’s training focus on accurals and prepayments  together with addressing historical data issues.

Whilst the file still needs some additional work its always nice to see a QuickBooks file taking shape.

Have a look through our site for details of various levels of QuickBooks Accounting Software Training.

Need to transfer funds between bank accounts but can’t find an Icon on the home page?

Use the drop down list  / Bank / Transfer funds

For information on QuickBooks Pro Training visit our main website pages.

QuickBooks training in 2008 following conversion from QuickBooks 2002. Highlighting the potential pitfalls of conversion and developing best practice for an experienced QuickBooks user. 

Always nice to here comments like ‘ we should have done this training years ago’