Warren Dewey Sound Design
Monterey, CA:
The 5 Types of Users in Quickbooks
When using Quickbooks to handle your business’s finances, you’ll need to log in to the software under the right user. While some business owners assume the “maser admin” is the appropriate user, this isn’t always the case. Quickbooks actually offers five different users, each of which has different permissions. Below is a general overview of the five Quickbooks users and their respective permissions.
#1) Master Admin
The master admin is the primary administrator account associated with Quickbooks. For any given Quickbooks installation, there can be only a single master admin. According to Intuit, the person who creates the Quickbooks company…
12 Powerful Little-Known Features of Quickbooks
Learn about features people often miss about QuickBooks. They'll save you plenty of time and possibly ease your mind!
A Quick Guide to QuickBooks
More than 4.5 million companies use QuickBooks, making it by far the most widely used accounting system in the world. However, many CPAs frequently overlook or underutilize the product’s strongest features. Are you using QuickBooks efficiently and getting the most you can out of the product? Following is a list
How to Use QuickBooks for Inventory
Whether you have a small company or a large one, if you have items that you sell, it is important to keep track of your inventory. This ensures that items are available to your customers when they need them, giving your company a good...
Top 23 QuickBooks Shortcuts & Tips from The Pros
Did you know that there are different QuickBooks shortcuts and tips to make it a lot easier to use? Read this article to learn more.
Why QuickBooks Online Isn't Ready for Power Users
QuickBooks Online is missing much. I believe Freshbooks, Xero and Wave have the advantage. The bigger they are, the harder...
Benefits of calling a QuickBooks Certified ProAdvisor
By calling a QuickBooks Certified ProAdvisor you know you will be getting the most qualified person to help answer your questions. To become “Certified” we must prepare for and take an exam through QuickBooks. We also must pass each section of the exam with a score of at least 80%. During the preparation process we learn about QuickBooks …
What Is a Workflow in Quickbooks?
Have you come across workflows when using Quickbooks? If so, you might be wondering what they are used for. While not available in all versions of Quickbooks, some of them feature workflows. It’s an optional feature that can help you automate many common accounting tasks. What is a workflow exactly, and how does it work? […]
What Is the 'Master Admin' User in Quickbooks?
If you use Quickbooks Online, you may come across a user type known as the master admin. All Quickbooks Online accounts have a master admin. The master admin is at the top of the account type totem pole. To learn more about the Master Admin, including how to change it, keep reading. Overview of the […]
When to Step Out Beyond QuickBooks
When should you step out beyond QuickBooks? Mendelson consulting provides some solutions as to when and how to step out beyond QuickBooks in accounting.
11 QuickBooks tips for producing stellar reports
You need accurate and timely information to make quick business decisions, and QuickBooks can help with that process—if it is used properly. The second installment of a two-part series explains how to unlock QuickBooks’ hidden features and facets to help you sort, organize, drill, filter, summarize, and export your way to better financial reporting.
What Are Categories in Quickbooks and How Do They Work?
Keeping track of all your business’s products can be difficult. Depending on the type of business you own and operate, it may offer hundreds or even thousands of products. As a result, sifting through them all can be tedious and tiresome. Fortunately, Quickbooks supports the use of categories to group similar products — as well […]
How QuickBooks Helps Medical Office Admins
From handling payments to running payroll, a medical office administrator is often responsible for a variety of different tasks that are vital to the running of a medical practice. Of course, with so many responsibilities to juggle, medical office administrators regularly spend time trying to figure out how to simplify or automate some of their ...
What Is a Progress Invoice in Quickbooks?
Have you come across progress invoices in Quickbooks? If so, you might be wondering how they work. Countless businesses use invoices. After completing a service for a client, they’ll send the respective client an invoice to collect payment. Progress invoices are similar, but they actually consist of multiple invoices rather than a single invoice. Overview […]
How to Split a Transaction in Quickbooks
Are you trying to a split transaction? Regardless of what type of business you operate, you probably won’t encounter many instances in which you’ll need to split a transaction. Most transactions are connected to a single account. As a result, they don’t require splitting. When the need arises, though, you can split a transaction using […]
What Are Memorized Reports in Quickbooks?
Reports are an essential part of the Quickbooks architecture. When using Quickbooks to track your business’s finances, you’ll probably run reports. These documents will provide insight into your business’s revenues and expenses. Quickbooks, however, allows you to memorize reports as well. What are memorized reports in Quickbooks exactly, and how do they work? The Basics […]
How to Set a Budget in Quickbooks
Budgeting is an essential part of running a successful business. As a business owner, you’ll probably have to purchase various goods and services to facilitate your business’s operations. With a budget, you’ll have a better understanding of how much money your business can safely spend on these goods and services while staying profitable. If you […]
What Is a Vendor Credit in Quickbooks?
When using Quickbooks to keep track of your business’s finances, you may come across the option to create a vendor credit. It’s a native feature in Quickbooks Online. If you use the cloud-based version of Intuit’s popular accounting software, you can create vendor credits. What is a vendor credit in Quickbooks exactly, and how do […]
How to Record a Reimbursement in Quickbooks
Do your business’s employees use their own money to purchase products or services related to their respective job? If so, you’ll need to reimburse them. Employers in the United States are required to either purchase these essential products and services on behalf of their employees, or they may reimburse their employees for the cost of […]
How to Void a Payment in Quickbooks
Have you received a payment from a customer that you need to void? Maybe the customer accidentally paid twice, or perhaps the customer requested a refund. Assuming you use Quickbooks Payments, you can easily void payments from customers or other business contacts in just a few simple steps. Steps to Voiding a Payment in Quickbooks […]
