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QuickBooks Tips - To be Organized
These topics will be expanded and
explained in more detail as time permits.
Exporting data between QB files - splitting
commingled accounts
Credit Card activity should be entered directly through the cards' register and
not through the A/P function for other kinds of bills
Don't make any entries to the "Opening Balance Equity" that are after the
beginning of the year in which you are working. All current year activity has to
be properly identified.
Put reimbursements into the same accounts as the original expenses so as not to
inflate the gross income.
Merging redundant accounts
Changing type of account - 2 step process if sub-account
Merging Classes
I set up preferences the way I like them. I like to keep the Audit Trail on.
Each credit card should have its own account and be reconciled just like a bank
account.
QB Zipping
You don't need to zip the QuickBooks backup files (*.qbb or *.qbx) because the
programs already compresses those files. If you compare their size to the
original data file (*.qbw), you should see that the backup file is about
one-fifth the size. Zipping the backup file does compress the file, but only by
about 3%; so I don't see it as necessary.
This page was most recently modified on:
Sunday, January 29, 2012
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