QuickBooks Guide: Setting Up Employees

To process paychecks and prepare tax documents for your employees, you need to neter specific information about each of your employees in Quickbooks. Important Note:  If you are a Quickbooks Payroll subscriber, you will be prompted to add all of your employee information during payroll setup.  Use the following procedure to edit employee information or […]

QuickBooks Guide: Setting up Payroll

As an employer, you have specific payroll responsibilities that are required by government agencies. These agencies can be federal, state, or local. Some of these responsibilities include, but are not limited to, withholding amounts from your employees’ compensation to cover income tax, Social Security, Medicare, and other payments.   Choosing a Payroll Service  To use […]

QuickBooks Guide: Getting Started with Sales Tax (Part 1)

Depending on a number of factors, you might be required to collect sales tax for the products or services you sell. If you collect sales tax, you must pay it to a tax agency on a regular schedule. Quickbooks helps automate your sales tax tracking so you can keep accurate records about the sales tax […]

Quickbooks Guide: Adding Customers

Customers are the lifeline of your business.  By entering detailed information in Quickbooks about the people and companies to whom you serve, you can personalize their bills, send invoices easily, and quickly view the status of their accounts.  You can add new customers at any time. To add a customer, follow these steps: Click the […]

QuickBooks Guide: Changing QuickBooks to Work the Way You Do

Quickbooks can be modified in many ways to suit the needs of your business and your personal style of working.  From the Preferences window, you can define preferences in over a dozen different categories. For example, you can configure general preferences such as whether or not Quickbooks prompts you before editing or deleting a transaction, […]

QuickBooks Guide: Adding an Account

When you set up your company file, Quickbooks sets up certain accounts for you automatically.  However, as your business grows or changes, you might need to add new accounts to your chart of accounts to better organize your finances.  Or, you might need an account that was not provided during setup.  For example, you might […]