How to Get Started Using QuickBooks Accountant

How to Get Started Using QuickBooks Accountant

Quickbooks Accountant 2014 is a great way to keep track of your business accounts. It includes a variety of options that will help you run your business more efficiently. For example, you can record and manage bounced checks. You can use the bounced check wizard to mark the original invoice as unpaid, charge the bank fees, and invoice the customer for the service charge. The program also allows you to customize your home page and remove unnecessary accounts.


To start using QuickBooks, you will first need to set up the software. This includes creating a company file, setting up accounts and customers, and ordering and entering invoice items. After setting up your company data, you can follow the money from customer to customer. In addition, you can easily create custom reports and export them for use in other applications.

If you do not yet know how to use QuickBooks, you can begin by using a free trial. The program also comes with sample files that you can download and practice on. While it is tempting to just open the program right away, don’t! Practicing in a practice environment will allow you to make mistakes safely.

QuickBooks Accountant 2014 comes with a plethora of new features designed to streamline the process of running a business. For example, you can merge vendors, keep track of overdue invoices, and create notes about your customers. You can also customize the home page of the software, and even delete any unnecessary accounts.

In addition to these new features, the program is also easier to use than previous versions. There are some familiar features, like keyboard shortcuts and drop-down lists, but you can also customize it by company or user. This feature will make your workflow faster and smoother and will allow you to learn more about accounting.

New features

QuickBooks accountant 2014 is an upgrade to the original version of the software, and many of the new features are aimed at making it more user-friendly. The new version also has a new favorites menu, which is customizable for customers and accountants alike. Users can add or remove items from this menu, which is stored per user or company. Besides the Favorites menu, the new software also adds a recent report listing and a report center.

QuickBooks also has improved its email functionality. With the help of Web-based email services, users can now create several email templates and add a file to a transaction. There’s also a feature in the Receive Payments window that lets you email payment receipts to customers. In addition, a collection center makes it easier to track customer notes.

Other new features in QuickBooks accountant 2014 include the ability to send a portable copy of the company file to an accountant. Users can also control which details they want the accountant to see. Lastly, there’s an improved email history and a new option to customize auto-populate email templates.

Color scheme

Color scheme is an important factor in determining how your accounting software program looks. In QuickBooks, you can choose the color of your account title bar and windows. You can also choose the color of the borders around your QuickBooks windows. There are a variety of benefits to using a customized color scheme.

QuickBooks supports a dark mode and a high-contrast mode. The former preserves shadows behind objects while preserving strokes on the edges of menus and cards. It also preserves the appearance of email previews. The latter uses a gray color palette optimized for dark text on a light background.

Intuit has made numerous improvements in QuickBooks 2014. Most of these new features are aimed at making work easier and faster. For instance, the transaction toolbar in QuickBooks now includes tabs for related reports. Another improvement is a two-way messaging system called Client Collaborator. However, this feature is only available in ProAdvisor and PLUS versions of QuickBooks.

Reports tab

Intuit recently released a new version of QuickBooks accountant called QuickBooks 2014 R1. This new version includes new features and improvements. The new version includes the new color, “Harmony Blue,” and new ways to find and use information. For example, you can customize the View Balances tab in the left navigation bar to display different reports, and you can copy and paste detail lines in transaction forms. There are also new features, including Contextual reports, which allow you to access reports that are relevant to your business.

Excel-based reports are also available, which means that you can use the formula approach to build a report. Once created, the report data will automatically update whenever you repeat the export routine from QuickBooks to Excel. To export an Excel-based report, you need to go to the Reports tab. Then, select Excel, choose the workbook, and then click Export.

The Reports tab in QuickBooks accountant 2014 comprises icons corresponding to various types of reports. It also has an integrated search bar, which allows you to enter keywords and find a report. Once you have entered the term, QuickBooks will display suggestions. Click on a suggestion to see the report.

Adding info to transactions

When you are setting up a business in QuickBooks Accountant, you may be wondering about adding additional information to the transactions. There are several ways to do this. First, you must log into your Intuit account. After you do so, you can begin the installation process.

After importing your file, choose File-Utilities-Verify Data. If you see errors or warnings, you can send the file to Intuit. They may be able to convert the file for a fee. Once the process is complete, you can begin adding your information to transactions.

You can enter company and product information in the Names field by clicking the appropriate button. This will display a list of names in the Vendor, Employee, and Customer fields. Once you have completed the fields, you can import email addresses. In the Account Details dialog box, you can also enter other details about the company.

When using QuickBooks Accountant Plus, you can hold conversations with your clients about a certain transaction. These conversations are tied to the transactions in your QuickBooks file. This allows you to share important information with your client and make sure everything is accurate.

Converting an Accountant’s Copy to a regular QuickBooks company file

If you’d like to convert an accountant’s copy of your company file into a regular company file, you can use QuickBooks tools. In order to convert an accountant’s copy into a regular company file, you must first create a backup of your company file. Then, you can open the accountant’s copy and make changes to the data.

Using the File menu, open the Transfer File menu and choose “Convert an accountant’s copy to a regular company file.” Then, select the file you want to convert. After selecting the file, review it to ensure it was converted correctly.

There are several types of files for QuickBooks. One of them is the Company File, which is constantly being saved to the computer. It’s considered the workhorse of the system, so it’s important to maintain regular backups of it. Another type of file is the QuickBooks Backup, which is compressed and contains all the information from the QuickBooks Company File.

The second option is to re-enter the changes made by the accountant’s copy into the original company file. If you don’t want to do this, you should consider other workflow options.

Handling bounced checks

QuickBooks 2014 now offers the ability to record bounced checks. In the past, users had to manually create this entry, but now this can be automatically done. Click the Bounced Check feature icon and follow the steps outlined in the screenshot below. In the next step, the user will select the amount of the bounced check and create the appropriate journal entry.

After entering the amount of the returned check, QuickBooks will mark it as unpaid and deduct the fee from the customer’s bank account. Once this is done, the customer will receive a second invoice to cover the fee. When this happens, a bounced check indicator will appear on the customer’s payment. In order to resolve this situation, most businesses keep some petty cash for such emergencies. As such, an account for this type of cash should be added to the chart of accounts.

If the first bounced check occurs, a business owner should be compassionate and explain the situation in as polite a way as possible. However, if the second or third bounced check occurs, a more thorough approach is needed. The business owner should offer the customer suggestions to avoid a future bounced check.

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