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.

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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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.

To check that your payroll tax tables are up-to-date go to Help (top row)/My License Information

For information about QuickBooks education please see our main pages.

Consider using todays date for new transactions in QuickBooks.

You can set your default date for New Transactions in QuickBooks in Edit / Preferences / General

Is your financial year set up correctly in your QuickBooks file?

Check the start date for your year via Company / Company Information

Take care when creating a new Invoice template in QuickBooks . The Delete template button is positioned next to the Duplicate button.

Lists/ Templates / Templates