Essential Steps to Customize Reports in QuickBooks

QuickBooks is one of the most popular accounting software to track revenue and expenses, create invoices and purchase orders, write checks, and more. Its report-making capability enables you to easily create, view and print income detail and summary, balance sheets as well as profit and loss statements.

However, if the report templates don’t provide the correct information you require, you can customize your reports. If you don’t know how to customize reports, then you can Contact Intuit QuickBooks online support number to get help from an expert, however, if you want to try on your own, then have a look for some easy steps:-

1. Choose ‘Reports’ placed on the screen topside. The Reports icon will appear in the icon row at the screen upper side. You can also view the Reports in the toolbar just below that the icon row. You will see the Report Finder dialog box.

2. Select the report type you wish. Make use of the drop-down box placed at the Report Finder dialog box upper right-side to choose your report type.  It includes vendors and payables, customers and receivables, taxes & accountant and budget, and others.

3. Choose the report you want. For Receivables and Customers, for instance, you can make a Customer Balance Summary and a Collections Report, among other collections. Select to make an Audit Trail, Income Tax Summary or General Ledger for Taxes and Accountant.

4. Choose ‘Customize’ at the dialog box bottom-side. You will see a customize report dialog box. Now, you can select whether to use the cash or the accounting accrual method. You can also state which dates report you want to include.

5. Select filters for your report. If you wish to filter your results, hit the ‘Filters’ button placed at the dialog box upper right-side. A Report Filter dialog box will appear. The Add Filter drop-down menu placed in the box left-side will allow you to select by Account, Due Date, Payment Method, or Paid Status. It enables you to include on the required data.

6. Process your report further. Via the Customize Report dialog box, select the ‘Advanced’ button. You will see the Advanced Options dialog box. You can select a data type to show in rows and columns, and even the report you want to show in the calendar.

However, if you have any query or problem regarding the above listed steps, feel free to get in touch with the expert by calling on the Intuit Phone number listed in the Contactforhelp, offering alternate customer care number and other contact information related to the dedicated professional. Visit: http://tinyurl.com/j746nqe

Know How to Shift From Peachtree to Quickbooks

Undoubtedly Peachtree by Sage is one of the most well-known and reliable software programs that deal in accounting and management of finance. However, if we compare it with Quickbooks, experts suggest that Peachtree stands nowhere, especially in terms of the wide-scale approach. So if you are a user of Peachtree and want to shift to Quickbooks, it’s a smart move. But in case, you are unaware of the steps, you can take help by giving a call to Quickbooks support or you can just follow the below-mentioned steps.

• Before you begin the process, it’s a must for the users to back up their data. Though these steps will help you in getting back your data after the process is completed, it’s always a good rule of thumb for backing up your data first so that even in the worst scenario, you remain on a safer side.

• Now you need to name your files, but while you are naming it, make sure to use those names that you can easily remember. It can be your ID also so that it can be helpful for further reference as well. Since Quickbooks data is limited to 41 characters, you need to be precise while naming the title. Also, you need to remember that you can’t use the same name twice.

• As you move on to the next step, do ensure that you have visited the Intuit website and registered yourself there. In case, you are unaware, Intuit has a free conversion tool on their website that will convert all the pertinent data for you so that the chances of losing your data become automatically less. Once you go to that site, enter all necessary information in the boxes, and then don’t forget to click on the “Submit” button.

• Now, after you have visited there, make sure that you have downloaded the converter file in order to proceed with the process further. Once you fill out this data, you can go ahead and download the tool. It is about 30 MB and will take about two minutes to install on a 3-Mbps connection. When the download is complete, you have to click on the “Run” button and the conversion tool will then be installed on your system automatically.

• After you have clicked on the “Run” option, you have to again click on it for the converter tool installer. And as soon as you have reached here, it’s advisable for you to exactly follow the step-by-step guidance given to you by the Quickbooks for the process of converting your data. Locate your Peachtree Data, press the button and the conversion tool will automatically start converting.

• Also, it’s important to enter your company name. Now, since the data is converted, it is the right time for you enter manually the company name and information. Next, open Quickbooks, and then select “Company” followed by clicking on the option for “Company Information.” After this, users are required to open Peachtree, and then select “Maintain” followed by choosing the “Company Information.”

• In you last step, you need to set up your preferences while remembering all you did was to convert the data. The way the business is run still needs to be recognized by Quickbooks. In order to make Quickbooks recognize the way the business is run, you need to go to the “Edit” menu and select “Preferences.” Set up the basic data like you would set up your company from scratch and you are done with the migration process from Peachtree to Quickbooks.

In case, you miss out some steps and get stuck in the middle of the process, instead of getting panicked, all you are supposed to do is to give a call on Quickbooks contact number in order to consult experts for a quick solution. In order to avail their number, you can visit Contactforhelp, which is a reliable online directory and provides original numbers of similar services. Source: http://tinyurl.com/zrn4nr9

Get Started With QuickBooks Now!

If you are a businessmen and running a firm, we understand that accounting and handling the financial department is one of the toughest tasks. So, as a solution to this ever-occurring age-old problem, QuickBooks come to the rescue. It is a basically a software that deals in managing different types of financial and business account with just a click of a button. So, if you also want to simplify the procedure, go for QuickBooks anytime.

However, if you are unaware of the fact that how to get started with it, you can simply take help by calling up at QuickBooks contact number. Also, here is the list of some of the basic steps that will help you to start QuickBooks. Let’s take a look.

• Before you get started, the very first thing you are supposed to do is to discuss about migrating your finances to QuickBooks with a trusted financial professional. Basically, you need to hire an accountant, who can perfectly handle your QuickBooks account.

• To understand the concept, one can also take online tutorials or the one, which is given to the user after clicking on “Getting Started”.

• Before you start entering confidential and financial information, it is better to first click on “Change Password” tab in the “Your Account” section followed by creating a unique and complex password. It will help you in keeping all your secret info confidential.

• Now, that you have created you own complex password, it is the best time to start entering your company’s detail go to the “Preferences” link in the “Company” tab.

• After the entry of company details, it is now the time to enter the information of the customer by clicking on “Customer” tab. Give a thorough check of each and every details, be it the payment method or their email id.

• Now, you have to enter similar information related to your vendors and your employees. You can confirm each entry by generating a report with the “Report” button on the right of the screen.

• After all the entry is completed, it is now the time to start tracking the money-flow. For this, go to the “Banking” tab and focus on the basic reporting options to track the money you make and the costs your business incurs. You can also use the “Manage Users” screen, located in the “Your Account” section to add more users.

• The next step is to create your profit and loss statement by clicking on the tab, which says “Profit and Loss”.

In case of any query or doubt, you can anytime approach QuickBooks Support number and avail for instant help and support. Soure: http://tinyurl.com/gmzswds

How to Import Excel Files into QuickBooks

QuickBooks is one of the most widely used accounting software for the diverse purposes of tracking expenses, making sales receipts, preparation of reports, tracking of sales tax and inventory management. The software has a variety of features, one of which is QuickBooks Import.

Using this option, the user can directly import an Excel worksheet instead of copying and pasting the data from there, which minimizes the time of the job to only two to three minutes. To carry out the task, you can either contact QuickBooks online customer service or try the same on own, using some simple steps.

• Save the Excel file/spreadsheet in XLS or XLSX format.

• Open the data file in QuickBooks.

• Make data backup so that important data is not lost in case the import does not work properly. Try to make it a practice every time you work on the data.

• Now click the QuickBooks ‘File’ menu, followed by selecting ‘Utilities’ and then ‘Import’ and finally ‘Excel Files’.

• Select the XLS file. Next select the drop down menu ‘Choose a sheet in this Excel workbook’ and choose the option of ‘Accounts’.

• Click the button of ‘Mappings’, then type a mapping name, for instance, ‘Map QB Headers to XLS Columns’. Then click ‘Import Type’, followed by selecting ‘Account’. From beneath Import Data column heading, choose the blank row to see all columns of the Excel file.

• Click on names so that you can choose the fields where you wish data to be imported. You will see a pull-down menu beside each name under the column of ‘Import Data’. Now, choose the designation of Excel column where the data is located in Excel. Next click ‘Save’ and you will be back to the window ‘Import a File’.

• Next go to the “Preferences” tab and then pick the applicable options to your import. Use ‘Preview’ option to make sure that the Excel columns have been mapped to QuickBooks correctly.

• Finally, click on ‘Import’ to close the process smoothly.

In case, these steps do not help you to complete the task, it would be a good idea to seek professional guidance by calling QuickBooks customer service number. However, this number may not always be reachable and this is when you can avail one of the alternative numbers listed on the reliable online directories such as Contactforhelp. Source: http://tinyurl.com/zfbqbsg