QuickBooks Pro

· Maximum of 3 users
· For up and running businesses
· Sample company files to play with
· Track sales, accounts receivables, taxes & customer payments
· Track expenses, accounts payable & vendor payments
· Import data from excel, Quicken, Microsoft, Office Accounting & prior QB versions
· Batch Invoicing

· Multi currency

· Bank reconciliation

· Company Snapshot

· Lead Center

· Journal Entries

· Customizable business templates

· Easy access reporting (export to excel, print or email)

· Track & manage inventory & create purchase orders

· Set and manage inventory reorder points

For any questions, email us at albqbsolutions@gmail.com

QuickBooks Premier Accountant

QuickBooks Premier Accountant includes all the features of QuickBooks Pro and Premier plus the following functionalities:

• Maximum of 5 users
• Audit a company file while client is also working on their file
• Clear up undeposited funds account
• Ability to open two company files at the same time
• Intuit Statement Writer
• Batch Enter Transactions

• Client Data review

 

•  Fixed Asset Manager

• Fix incorrectly recorded taxes

 

• Fix unapplied customer payments and credits

• Reclassify transactions 

• Working Trial Balance 

• Write off invoice

For any questions, email us at albqbsolutions@gmail.com

QuickBooks Pro and Premier 2015 System Requirements

Operating Systems Supported:

• Windows 8, all editions including 64-bit, natively installed 
• Windows 7, all editions including 64-bit, natively installed 
• Windows Vista (SP1 or later), all editions including 64-bit, natively installed 
• Windows Server 2012, Windows Small Business Server 2011, Small Business Server 2008
• Windows Server 2008 R2, Windows Server 2008, and Windows Server 2003 (SP2), including 64-bit, natively installed

Database Servers:

• Windows: natively installed & Windows 8, Windows 7 or Vista (SP1) with UAC on, Windows Server 2011, Windows Server 2008 R2, Windows Server 2008, Windows Server 2008 - Terminal Server Config., Windows Server 2003 (SP2), and Windows Small Business Server 2008
  
  Note: Windows Home Server Edition is not supported.

Hardware & Operating System Requirements (Client & Server):

• 2.4 GHz processor minimum
• 2 GB RAM minimum
• 4x CD-ROM drive required for CD installations
• Display optimized for 1024 x 768 screen resolution or higher with up to 2 Extended monitors
• Best optimized for Default DPI setting (96 DPI or 100%). Additionally, medium DPI (120 DPI or 110%) is supported to ensure an optimal experience for 110% scaling.
• Windows:
  • U.S. version
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • Administrator Rights required for the server computer when hosting Multi User Access
  • Natively installed
• Disk space requirements:
  • 2.5 GB of disk space (additional space required for data files)
  • Additional software: 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
  • Additional requirements  for Intuit Data Protect in QuickBooks Connected Services offerings
    • Require minimum 2.0 GB Ram
    • Twice the size of the largest File set to back up + 100MB or twice the size to restore. The space is only required from the work folder LocalApplicationData+”Intuit\Intuit Data Protect"

Software Compatibility:

QuickBooks is capable of integrating with hundreds of third-party applications. The following integrations are provided with QuickBooks; additional RAM will enhance the use of these features. See Intuit Marketplace for the most up-to-date list.

• Microsoft Office:
  • Office 2010 and Office 2013/365 (including Outlook 2010 and Outlook 2013) both on 32 and 64 bit.  (Note:  Office 365 is only supported when it is locally installed, not the web version.)
  • Preparing letters requires Microsoft Word 2013, 2010, or 2007.
  • Exporting reports requires Microsoft Excel 2013, 2010, or 2007.
  • Contact Synchronization with Microsoft Outlook requires Outlook 2013, 2010, or 2007.
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook(the download is available at no charge).
    Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result  
• QuickBooks Point of Sale 2014 (V12.0), V11.0 , V10.0
• Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 or later.
• Payroll and other online features and services requires Internet access with at least a 56 Kbps connection speed (DSL or cable modem recommended).
• TurboTax 2013 and 2014 (Personal and Business)
• Lacerte 2014 and 2013.
• Pro-Series tax years 2014 and 2013.
• QuickBooks for Mac 2015.
• Gmail, Yahoo Email, Windows Mail, Hotmail and AOL.
• Internet Explorer 11, 10, and 9.

Firewall and Anti Virus Software Compatibility:

QuickBooks Pro 2015 has been tested with the following firewall and antivirus products.

Note: In some cases, it may be necessary to adjust settings in these products to ensure the best possible performance with QuickBooks.

• Windows Server Firewall (all editions)
• Windows 8 and 8.1 Firewall (all editions)
• Windows 7 Firewall (all editions)
• Windows Vista Firewall (all editions)
• Microsoft Security Essentials
• Avast
• Windows Defender
• AVG
• Symantec
• ESET
• Avira
• Kaspersky
• McAfee
• Bitdefender
• Norton

Note: QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to operate slowly.

Source: https://help.quickbooks.intuit.com/en_MY/kb/system-requirements-quickbooks-2015/INF26865

Job Costing in QuickBooks

A job is a project of a customer.  Job costing is the tracking of expenses for a particular job.  This is very important because it will give the owners an idea on which job is profitable or not and of course it will also measure the overall health of the business.  Construction companies, architects, wedding planners and lawyers are just some examples of businesses that needs job costing.

In QuickBooks, job costing allows business owners to see how much they spent and made for each of the jobs of his customers.  So  how can we get a Profit and Loss per Job in QuickBooks? It's very simple.

Steps:

1. In purchasing inventory or paying for services, we use the icon for the Purchase orders, Enter Bills or Write Checks.

2. The most important step in tracking job costs for a certain project is to put the customer name or job in the column designated once we purchase then uncheck the billable column.

3. Invoice the customer the usual way.

4. Now your reports are ready! Go to Reports > Jobs, Time & Mileage then choose from the available reports. You may try the Profit and Loss by Job or the Job Profitability Summary.  If you used estimates before creating the invoices, you may also check the Job Estimates vs Actual Reports.

For any questions, email us at albqbsolutions@gmail.com

QuickBooks Shortcut Keys

Editing QuickBooks Transactions and Listsctrl-Del Delete the selected line in a transaction
ctrl-Ins Insert a blank detail line in a transaction
ctrl-N Create a new transaction or list item
ctrl-D Delete the current transaction or list item
ctrl-E Edit an item in an item list, or in a register


Opening QuickBooks Windows and Listsctrl-W Opens the write check window to write a new check
ctrl-Q Open a Quick Report for a list item when you have selected the item in the list. ctrl-Y Open a transaction journal for a transaction, if you are viewing the transaction
ctrl-L Open a list – if the cursor is in a field that has a dropdown list, such as selecting the item in an invoice detail line, this will open the list associated with that dropdown.
ctrl-J Open the customer center
ctrl-A Open the Chart of Accounts
ctrl-I Open the create invoice window to create a new invoice
Memorized Transactionsctrl-M Memorize the current transaction. This opens the memorize transaction window ctrl-T Create a new transaction from a memorized transaction. This opens the memorized transaction list

Miscellaneous Shortcutsctrl-H Transaction history – if you have a transaction like an invoice, which has payments applied to it, the transaction history can be very useful.
ctrl-R Most transactions have a register associated with them. This opens the register for the transaction you are looking at.
ctrl-F Opens the find window for the list or transaction type you are working with.
(+) key Increase a number in a form, such as a check number or invoice number
(-) key Decrease a number in a form, such as a check number or invoice number

Standard Text Editingctrl-Z Undo typing or changes made in field.
ctrl-X Cut
ctrl-C Copy
ctrl-V Paste
Del Delete a character to the right
Backspace Delete a character to the left

Opening QuickBooksctrl Start QuickBooks without opening a file. This is useful if you are having problems with the last company file you were using – and you want to start with the Open or Restore Company window.
Alt Start QuickBooks without all the windows. If you have your desktop set to remember what windows you have open, sometimes it takes a VERY long time to start QuickBooks. This option will start it without opening all the windows.
(+) key Advance to the next day
(-) key Previous day
T Today
W First day of the Week
K Last day of the weeK
M First day of the Month
H Last day of the montH
Y First day of the Year
R Last day of the yearR
Alt-down arrow Opens the calendar