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Scheduled Reports – new to QuickBooks Desktop 2017

Scheduled Reports – new to QuickBooks Desktop 2017
QuickBooks Help
From the article: If you have multiple versions of QuickBooks Desktop installed, for example, you have both QuickBooks Desktop Pro 2017 and QuickBooks Enterprise 17.0 installed, and the sub-menu for Scheduled Reports is greyed out, make sure to download the latest …


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How to delete an employee in Quickbooks desktop

Simply right-click the Employee in the Employee Center and choose Delete Employee.
(Employees menu > Employee Center).
delete-employee

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Change the time and date format in QuickBooks Desktop

Change the time format (as Admin):

  1. Choose Edit menu (top left corner) > Preferences.
  2. Choose General from the left side of the Preferences window.
  3. Click the Company Preferences tab.
  4. Select Decimal or Minutes from the Time Format section.
  5. Decimal: QuickBooks Desktop automatically interprets time entries as decimal fractions; i.e. 7 hours and 30 minutes is represented as 7.5.
  6. Minutes: QuickBooks Desktop automatically interprets time entries as hours and minutes; i.e. 7 hours and 30 minutes is represented as 7:30.

change-time-format

Change the date format:
To one you will need to change your settings in Windows (not in QuickBooks):

Windows 10

  1. Tap the Start button, enter date and time in the search box, and click Date and Time.
  2. Select Change date and time in the Date and Time window.
  3. Tap Change calendar settings to continue.
  4. In the Customize Format window, choose new date format.

change-date-format

Windows 8
On your keyboard, press Windows key + E to open the Computer window.
Go to Settings > PC settings > Time and language.
In the Date and time section, click on Change date and time formats.
From there you can configure the following options:
First day of the week
Short date
Long date
For Windows 7
Open the Control Panel (icons view), and click on the Regional and Language Options icon, then close the Control Panel.
Under the Formats tab, select the format regional language that you want to use.
Change the date formats to how you want them displayed, and click on the Apply button.
NOTE: This will be for how the Short date, Long date, and First day of the week will be displayed as.

Click on the Additional Settings button.

NOTE: This will allow you to further customize the date format.

Click on the Date tab, and change the date formats to how you want them displayed.
When done, click on OK.
Click on OK again to finish.


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My computer crashed. Need to download the QuickBooks again. Where do I go for that?

Click the QuickBooks Help link, the link is for the latest version but be sure to click “change” to your version.

After Download & Update:

How to locate your license number

Get your product license emailed to you

Access Manuals and User Guides

Install Help:

Moving your QuickBooks installation to another computer

Install and run multiple version & editions of QuickBooks on the same computer

Installing Quickbooks and configuring product for multi-user or network environment

Links to help for the most common installation errors


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How to print the build assembly report in QuickBooks QBD

Here’s how you can find an assembly build transaction and then print (see sample screenshot below).

From the Home Page:

  1. Go to Edit, then select Find.
  2. Click the Advanced tab.
  3. In the Choose Filter section, select Transaction Type in the Filter list.
  4. Click the Transaction Type drop-down arrow and click Build Assembly.
  5. Click Find.
  6. Click Report.
  7. Click Print.

 

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print-build-assembly1

print-build-assembly2

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How to track Job Time Costs for Owners and LLC members that are not Employees

How to track Job Time Costs for LLC members/owners that are not Employees? They are not on the payroll so they cannot enter time worked to jobs. But it is important to see how profitable the jobs are.

The idea here is to create a Zero-Journal bill to allocate time and effort to jobs without impacting on P&L report.

QuickBooks Setup (one-time)

In your QuickBooks chart of accounts create the following new accounts:

GO to Lists menu > Chart of Accounts > Account > select New

  • Zero Journal (under Accounts Payable – this is to differentiate this from operational Accounts Payable). Refer to Image # 1 for setup screen.
  • Direct Labor – Owner’s Allocation (under COGS).  Refer to Image # 2 for setup screen.

Image # 1Zero Journal A/P

Image # 2Direct Labor - Onwer's Allocation

Service Item Setup

GO to Lists menu > Item List > Item > New > select Service

  • Type = Service
  • Item Name/Number = Labor – Owner’s
  • Check the box > This service is used in assemblies or is performed by a subcontractor or partner
  • Description = Leave it blank (if you put anything here, it will show up in job cost reports as lengthy unnecessary title/description)
  • Sales = Labor (anything you like to see in your invoice as description)
  • Cost = Hourly Rate (say $40 per hour for this example)
  • Expense Account = Direct Labor – Owner’s Alloc (under COGS)
  • Sales Price = Marked Up Hourly Billing Rate (say $80 for hour for this example)
  • Tax Code = Non-Taxable Labor
  • Income Account = Job Labor (title for income account)
  • Refer to Image # 3 for setup screen.

Image # 3Service Item

Enter Zero-Journal Bill for Owner’s Time Allocation

GO to Vendors menu and Select “Enter Bills”

  • Have a Weekly (or Bi-Weekly) Timesheet ready
  • Select Zero-Journal (NOT regular A/P)
  • Vendors = Owner’s Name (setup as Other Name)
  • Reference No. = Ending period of timesheet covered
  • Select Items tab
    • Select Labor  = Owner’s from Item List (Service Type)
    • Description = Timesheet work period
    • Qty = Hours worked
    • Cost and Amount should automatically calculate (hourly rate was already setup as $40 per hour in this example)
    • Customer: Job = select Customer’s Name from Customer/Job
    • Billable = check billable box if it’s actually billable to commercial customer (optional)
    • Refer to Image # 4 for entry screen

Image # 4zero journal enter item tab

  • Select Expenses Tab
    • Account = Direct Labor – Owner’s Alloc (COGS account type)
    • Amount = Enter negative amount (in this example -600.00)
    • Memo = Labor allocation – Owner’s Time
    • Refer to Image # 5 for entry screen
    • Notice Expenses Tab & Items Tab
      • Should see negative amount (-$600.00 in this example) for Expense Tab
      • Should see positive amount ($600.00 in this example) for Items Tab
      • The net impact is zero journal entry with no impact to Profit & Loss account.
      • Refer to Image # 6 for entry screen

Image # 5zero journal enter expense tab

Image # 6zero journal entry

Now, let’s look at the various reports what will they turn out.

  • Job Profitability Detail Report & Item Actual Cost Detail Report for this Job
    • GO to Reports menu > Job, Time & Mileage > select Job Profitability Detail > select Customer
    • Refer to Image # 7 for report screen
    • Will reflect Owner’s cost of labor allocation for this job
    • Double click actual cost dollar amount, it will take you to Item Actual Cost Detail Report. It will give detailed costs all the bill items entered for this job. Refer to Image # 8 for report screen

Image # 77 job profitability report

Image # 8item actual detail cost

The big test is to see how it will come out in the Profit and Loss Report. See Image # 9 below. It shows no impact to P&L, and it zeroes out. It worked!

Image # 9profit and loss

Please note that you should always run this past your CPA or Tax advisor to confirm it meets your needs, as we are not financial experts.

 

 

 

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