Author Archives : Jordan


QuickBooks Desktop 2017 Now Available. Here’s What’s New in QB 2017!

Intuit released its line of QuickBooks Desktop 2017 products today, Monday, September 19, including QuickBooks Desktop Enterprise, QuickBooks Desktop Premier and QuickBooks Desktop Pro. We’ve put together a recap of some of the biggest new features you’ll find in QuickBooks 2017. Check them out below, and let us help you determine if QuickBooks Desktop 2017 […]


QuickBooks Online Document Center Closed

Did you get that email? Intuit told us that the QuickBooks Online Accountant Document Center will be discontinued. This surprised me, so I did some research to find out what was going on. Here is what was found. What Is The QuickBooks Online Accountant Document Center? “Document Management” is an important feature in an accounting system, something that […]


Sync Manager Discontinuation for Recurring Payments Merchants on current versions of QuickBooks

What is happening? Each current supported version of QuickBooks Desktop will continue working with Sync Manager until it receives a software update that will allow it to work independently of Sync Manager. No action is required until the software update is available. Once the software update is available, you must install it to continue using […]


QuickBooks 2016 R5 Released

Intuit released the QuickBooks 2016 R5 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website. I’m not sure when it will go out as an automatic update. I haven’t had a chance to test this yet. You may want to wait a week to see […]


QuickBooks Online February 2016 Update Part 2

In addition to the inventory updates that I wrote about in my prior article, Intuit has released a number of other changes in QuickBooks Online this month. Let’s take a look at what else is new. Converting QuickBooks Desktop to QuickBooks Online Intuit has been working on improving this process over the past year or […]


QuickBooks Online Inventory February Update

  Intuit has updated QuickBooks Online this month, and there are some significant changes to the inventory tracking feature. Let’s take a look at what is new in the QuickBooks Online inventory February update. Note that Intuit releases new features to users incrementally. That is, first it is rolled out to a small number of […]


QuickBooks Online: Customize Invoices

Navigate to the Company Settings Menu From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab.   Edit an existing Form Style On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the […]


QuickBooks Online: Reports for Tracking Sales and Income

  Navigate to the Review Sales Menu Go to the Reports tab on the left navigation bar.   Choose All Reports and from the All Reports group, choose the Review Sales option.   Sales by Custom Detail Inside the Review Sales menu, click Sales by Custom Detail to open the report window.   Sort Your […]


QuickBooks Online: Create a Refund Receipt

  Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt.   Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu.   Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to […]


Recording a Credit Memo in QuickBooks Online

  Open a New Credit Memo From the + menu, select Credit Memo to create a new credit memo.   Choose a Customer In the credit memo window, choose the customer you’re giving credit to by selecting a customer name from the drop-down menu.   Select a Product or Service Beneath the column header labeled […]