You may have noticed that QuickBooks uses several “Lists” to organize your financial information. Today I am going to discuss one of the most important lists in your QuickBooks file: the QUICKBOOKS “CHART OF ACCOUNTS”. All transactions entered in QuickBooks MUST use one of the accounts in your QuickBooks “CHART OF ACCOUNTS” to balance the…
When you look at your QuickBooks Lists for Vendors, Customers, &/or Jobs, do you see Duplicates? Do your lists contain too many names identifying the same entity? The following procedure will walk you through merging two vendors. All the historical transactions that contained the predecessor name will be modified to contain the survivors name. (TIP:…
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