Category Archives : Adding Your Information

Setting Up QuickBooks Inventory for the First Time – Part II

In Part 1 of this article, I explained why lists are the foundation for setting up and using QuickBooks inventory in a systematic way. We saw that prior to bringing in the Item List, you need to prepare several other lists. I then reviewed the various item types on the Item List, the structure of […]

Inventory Solutions

Setting up Inventory

Starting up QuickBooks Inventory for the First Time – Part One

In many ways, Intuit makes QuickBooks so simple and easy to use: enter vendor bills, complete customer invoices, write checks, etcetera, that people rush in to use the product. While that might be fine for some transactions, incorporating inventory into your data file is more like building a house: it takes planning and more of […]

QuickBooks: Enter opening balances for customers and vendors

The method you use to enter opening balances for customers and vendors will depend on whether the balances existed before your QuickBooks start date, or if they were acquired after the start date. Use the method that best fits your situation. Detailed Instructions Important: If you want to keep track of individual sales or bills […]


quickbooks reset password

QuickBooks: Automated Password Reset Tool

The Automated Password Reset Tool can be used to reset your QuickBooks Admin password in any version of QuickBooks for Windows. How to fix it Go to: From the QuickBooks version, select your version of QuickBooks. Important: The version of QuickBooks you last opened your company file with must be installed on the computer […]

QuickBooks: Enter Vehicle Mileage

The Enter Vehicle Mileage feature of QuickBooks allows you to enter the mileage driven by company owners and/or employees for the purpose of reimbursing employees for the use of their personal vehicles for business or billing particular customers for mileage driven. I have a client who reimburses employees at the current IRS mileage rates for […]

quickbooks mileage reimbursement

quickbooks data sync

QuickBooks: Reset Data Sync

If you sync your company file from one computer and then move it to another computer, you need to reset data sync. For example, if: You bought a new computer and want to set up your synced company file on it. Your hard disk crashed and you want to use your backup company file to […]