Your QuickBooks Coach Rhonda H. Smith

Your QuickBooks Coach Rhonda H. Smith Get Organized. Get Clear. Get Results! www.yourquickbookscoach.com/ Please give us a call 386-785-4444 or send an email [email protected].

Educating and supporting small businesses in growth and success by providing high-quality QuickBooks training and bookkeeping services. Gain the skills and confidence to use QuickBooks to grow your business and be more productive and profitable! If you need help with QuickBooks® installation, training, troubleshooting or small business consulting regarding your business direction,we're ready to

work with you either at your location, by phone, or through secure remote access. Visit me online @ http://www.yourquickbookscoach.com/

05/12/2023

QuickBooks Desktop subscriptions expire at the end of this month. If you have the Pro version and click to upgrade you will be redirected to an online page only offering QuickBooks online. If you manage to find QuickBooks desktop you will only see offerings for Premier and Enterprise. Pro is still available! The only way to get the subscription link for Pro is to open the chat window and insist on that you only want to upgrade to Pro. After several questions they will eventually allow you to purchase Pro. The cost for Pro is now $550 per year. As a ProAdvisor I have asked for a link to provide to my clients but was informed it can only be purchased through the chat window.

02/09/2023

Do you need to make end of the year journal entries in QuickBooks Online? Watch this video to learn how. https://youtu.be/_5OSF1c95Vc

Learn how to create statements for your customers in QuickBooks Online.
12/10/2022

Learn how to create statements for your customers in QuickBooks Online.

Learn how to create customer statements in QuickBooks online for only one customer or for several customers at one time.

Wonder how to make inventory adjustments in QuickBooks online? Here's how!
05/30/2022

Wonder how to make inventory adjustments in QuickBooks online? Here's how!

11/17/2021

Are you wondering how to create a purchase order in QuickBooks Online then have it flow into inventory? This video explains the complete process of creating...

01/07/2020

Do you have goals for your business in 2020?

01/06/2020

Happy New Year! I hope your business is productive and profitable!

09/27/2019

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Want to learn how to use QuickBooks Desktop? I will be teaching a one day class at Seminole State on October 4. Learn mo...
09/13/2019

Want to learn how to use QuickBooks Desktop? I will be teaching a one day class at Seminole State on October 4. Learn more at

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10/05/2018

Are you wondering whether you should upgrade to QuickBooks 2019?

Here are the new features. This text is copied from Intuit.com

What's new in QuickBooks Desktop for Windows 2019

The easiest and most productive QuickBooks ever is now here! QuickBooks 2019 offers new features and improvements based on what you need to run your growing business.

Read through this article to know more about QuickBooks Desktop Pro/Premier 2019, QuickBooks Desktop Enterprise 19.0, and QuickBooks Desktop Payroll.

QuickBooks Desktop Pro and Premier

Inactive Item and Industry Reports

In a business, it's important to have reliable valuation reports to consolidate the inventory value. A filter to include/exclude inactive inventory in reports is now available for you to have an up-to-date assessment of inventory. To run the reports:

Go to the Reports menu, then select Inventory.
Select either Inventory Valuation Summary, Inventory Valuation Summary by Site, or Inventory Valuation Detail.
Mark Show Inactive Inventory Items.
Check to Bill Pay

QuickBooks 2019 promptly guides you to the Pay Bills window when you have open bills and try to write checks. This prevents unintentionally creating a check to pay for bills.

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Invoice Status Tracker

QuickBooks 2019 allows easier tracking of the Invoice status. Simply open the appropriate invoice and select the See History link. The Invoice History window will pop up and show a status flow:

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Sent: Your invoice was sent using one of the email options in QuickBooks.
Viewed: Your customer already received and opened the email. Note that you would only see this status if you are connected to the internet. Also, this may not appear if the customer’s email doesn't auto-allow image downloads.
Paid: You entered a payment for Invoice in QuickBooks. The history displays partial and full payments.
Deposited: You record a payment deposit in QuickBooks.
Transfer credits

No need to go through multiple steps when transferring credits from one customer job to another. With QuickBooks 2019, you can now transfer credits in just a few clicks. To learn more, see Transfer and apply a customer credit from one job to another.

Easy upgrade

Save a lot of time and effort by upgrading to the latest version with just a few clicks! This feature will download, install, and register QuickBooks Desktop, and will update your most recent company files with minimal effort on your part. For steps and requirements, refer to Use Easy Upgrade for QuickBooks. Note that this is available for QuickBooks Plus and Enterprise subscribers in the US.

IIF Imports

With the enhanced IIF import, you are sure your imported data is accurate. QuickBooks checks your data before importing and creates a report of issues found with the corresponding fixes before re-import. To know more about this feature, see Export or import IIF files.

Accessibility Enhancements

In partnership with Job Access With Speech (JAWS), we now provide better access for the visually impaired. There is clarity by announcing window titles and fields as customers hover or select them. Links are now also converted to buttons for easier access for the customer. For specifics, see Accessibility features of Intuit products.


Note: This improved feature is only available to users who have JAWS installed on their devices and automatically works with QuickBooks.
Data File Optimization

Want to condense your company file without deleting list elements or summarizing transactions? With the improved Data File Optimization, your file size is reduced by a certain percentage as it only remove the Audit Trail which makes up a large percentage of your file size.

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To know more how it works, see Use the Condense Data utility.

Move QuickBooks to another Computer

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Move your QuickBooks program and your company files onto a new computer easily using only the following:

The old computer
The new computer which should be connected to the internet
An external USB flash drive with sufficient space for the company file
For more information on this feature, see Move or reinstall QuickBooks Desktop to another computer.

05/30/2018

How to Reconcile Bank Statements, How to Receive Customer Payments, How to Handle Personal Expenses Paid Through Business

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