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QuickBooks Tips

QuickBooks is work! It’s also very, very full-featured software. That means, for real people, that it’s possible to use it at the most basic level and get by. However, there are features you can add to your skill set that will make you more efficient. That’s what we try to do here.

Please understand that some of these tips are specific to production agriculture companies. Farmers and Ranchers will always be the foundation of our QuickBooks practice.

QuickBooks is work!  It’s also very, very full-featured software.  That means, for real people, that it’s possible to use it at the most basic level and get by.  However, there are features you can add to your skill set that will make you more efficient.  That’s what we try to do here.

Please understand that some of these tips are specific to production agriculture companies.  Farmers and Ranchers will always be the foundation of our QuickBooks practice.

My Criteria for Using Online Accounting Apps

May 11, 2016 by Kristin Aus

We hear a lot these days about online accounting options.  You know . . . you can do your books with your smart phone while you are crawling under someone’s house looking at their plumbing.  Obviously, that’s the best thing ever, right?  Ok, that was sarcastic but it is a stupid TV commercial.  And besides, …

Read moreMy Criteria for Using Online Accounting Apps
QuickBooks lets you do calculations in Amount fields

Best Little QuickBooks Tip – the Calculator

March 6, 2016 by Kristin Aus

This is my favorite little QuickBooks tip!  Why?  Because it is easy, it is very useful to every QuickBooks user, and because a lot of experienced users don’t know it.  QuickBooks has a little calculator built into all the transaction screens.  It’s right where you need it – in any of the amount fields.  Just …

Read moreBest Little QuickBooks Tip – the Calculator

Should You Upgrade to Windows 10?

February 12, 2016 by Kristin Aus

Should you upgrade your home business or small business computers to Windows 10? Maybe, maybe not. There are lots of things to consider. Read on to find out some of what I think you should consider before you click that button.

Read moreShould You Upgrade to Windows 10?

Handling Personal Transactions in the Ranch’s QuickBooks Company File

July 4, 2013 by Kristin Aus

If your farm or ranch is a sole proprietorship, how do you handle personal transactions, business transactions, and split transactions?  This is a common question so I thought I’d address it. First and foremost, please consider getting a separate business bank account for your farm and ranch transactions.  Keeping a separate personal and business account …

Read moreHandling Personal Transactions in the Ranch’s QuickBooks Company File

How to Record Credit Card Transactions in QuickBooks

March 5, 2013 by Kristin Aus

“How do I handle payments to credits cards in QuickBooks?  We hear that question frequently, so I thought I’d go ahead and answer it here.  The problem is, like so many computer-related questions, the answer is that it depends. We recommend different approaches to handling credit cards in QuickBooks depending on the a few factors.  …

Read moreHow to Record Credit Card Transactions in QuickBooks

How to Print Reports for Your Accountant

December 5, 2012 by Kristin Aus

Different accountants have different reports they like to see, so this is just a general guideline. It would be best to find out exactly what reports they want. If that doesn’t happen, here’s a fallback position. You can find Reports either by bringing up the Report Center or by using the Report menu at the …

Read moreHow to Print Reports for Your Accountant
Computer

How to manually update QuickBooks

January 16, 2012 by Kristin Aus

If you want to update your QuickBooks manually, you can.  When you first install QuickBooks, you should do this before you do anything else.  While most people choose to set their QB to update automatically, some of us with satellite internet connections have to control our bandwidth and choose to do manual installs of updates.  …

Read moreHow to manually update QuickBooks
Right Click the account in the Chart of Accounts to access the QuickBooks QuickReport

How to Quickly List Transactions for Accounts with Zero Balances in QuickBooks?

January 8, 2012 by Kristin Aus

If you have a bank account you used to use and have closed or a loan account you have paid off, those accounts won’t show up on the Balance Sheet when you pull it up.  That’s frustrating when you want to see the activity in that account.  How can you find those transactions?  There are …

Read moreHow to Quickly List Transactions for Accounts with Zero Balances in QuickBooks?

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