How To Create A Portable Company File In Quickbooks For Mac

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  1. Company File In Use Quickbooks
  2. Copying A Quickbooks Company File
How To Create A Portable Company File In Quickbooks For Mac

Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about 'unapplying' credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply.

Company File In Use Quickbooks

This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process.

Go to the invoice to which the credit was applied. Then click on the 'Apply Credits' button. In the lower half of the new window that pops up is a list of Previously Applied Credits.

Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice. For Vendors, i.e. Quit

Bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then re-enter the credit. Welcome to another QuickBooks Gal Minute. I'm Jayne Miller, The QuickBooks Gal. Do you need to produce a report by Employee that lists only Employee Name and Wage Rate?In QuickBooks that's easy!

Here's how to modify a standard report to include the data you want to report. In the top tool bar, select ReportsSelect Employees & PayrollSelect Employee Contact List from the drop-down listOnce inside the report, select Modify Report in the report tool barIn the 'column' section, remove the check marks from the information choices you don't need.In the 'column' section, place a check mark next to 'Employee'In the 'column' section, place a check mark next to 'Earnings/1 Rate'This will customize the report to include only employee names & salary/wage amounts. As you explore the Modify window, you will find that there are many useful information options you can use to create really great custom the way, you can.

Keyboard symbols for degrees using alt keys. Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute.

Copying A Quickbooks Company File

1In QuickBooks 2006 for Windows, choose File > Utilities > Copy Company File for QuickBooks Mac to save the file as a.QBB backup file. 1 QuickBooks Pro 2006 for Mac files can be opened by U.S. Versions of QuickBooks Pro, Premier, and Premier Accountant Edition 2006 for. Create a portable company file (currently available only in English) to upload. Send a copy of your data file on a USB drive to one of the following Intuit locations. When creating a copy of data within a Quickbooks account, you’ll have one of two different options to choose from: you can either export a portable company file or create a backup file. While there are some similarities between the two different options, there are some notable differences that shouldn’t go unnoticed. For QuickBooks 2011 and later, start by clicking File Create Copy, then selecting Portable company file and Next. The Save Portable Company File opens. Choose the location for saving (the file name is already filled in).

I’m Jayne Miller, the QuickBooks Gal Do you know the difference between a QuickBooks Back up (.qbb), QuickBooks Portable file (.qbm), Accountant's Copy (.qbx) and a QuickBooks Company file (.qbw)? As a consultant & a bookkeeper, I am often asked what's the difference between these types of files. How to change the default icon for all files of a program in mac. Many times a client will bring me their work along with what they think is a backup when, in fact, they have just copied the entire QuickBooks company file. Of course, I can't restore from that type of file, however I can drag & drop it into the proper directory on my computer in order to process their work. However, if they had just brought a backup or portable file, then I could have restored and worked just as easily and they would not risk their company file by copying it.I am always afraid that I might accidentally delete it, so I stay away from that option! Here's a comparison of thes.