Dashboard Accounting offers a variety of QuickBooks accounting solutions. At Dashboard Accounting there are two QuickBooks Pro Advisors who are more than happy to help with anything that they can. Here are a few simple QuickBooks Tips.

941

Do not pay your payroll liabilities from the “Write Checks” window. Use the “Pay Liabilities” window. If you use the Write Checks window, when you print out your 941, it will not reflect any payments that were made this away.  If you use the Pay Liabilities for all of your tax needs, it will ensure that all payments made will reflect on not only the accounts correctly, but also on reports.

Passwords

To password protect your data; simply start by clicking on the Company in the menu bar, then Set up Users. Here you will set up a password for the main account (Administrator). If there are multiple users of this QuickBooks file, then you can set up user accounts with separate passwords and with different levels of access. Once a password is created, make sure you keep your password in a safe place, just in case you forget it.

Back UP

Backing up your QuickBooks Data is very important and very easy to do. First click on the file, and then click on Back Up. Choose the location where the file will be backed up (Floppy Disk, Flash Drive, CD), then Click Back Up. That’s it, you’re done!

These tips can be used with all QuickBooks accounting software (QuickBooks Pro, QuickBooks Premier, QuickBooks Payroll, ect.).

If you have any questions or concerns, contact Dashboard Accounting.  Our outsourced bookkeeping service will Drive Your Business Forward!