Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to the QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal.

One of my clients recently asked me why she was getting a message that her back up media was full and how to clean it up so she could continue to use it.

Here's what you need to do:

Open MY COMPUTER

Find the Flash drive or Zip Drive for the back up media you use

Double-click on it to open it

Select VIEW in the upper tool bar of the new window you have opened

Select LIST view so you can see the dates of all of the files

Once open, hold the Control Key down while you right-click on each of the files that you want to delete (keep the most recent 3 - 5)

Then when they are all highlighted in blue, press the delete key. This will eliminate the oldest ones and clear lots of space for you to use.

Typically, you don't need to save lots of back ups....the last 3-5 are probably enough.

Next time: How to set the number of back ups to be stored on your Flash Drive, CD or Zip Drive in QuickBooks.


That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.


I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree
Microsoft Office Accounting & Microsoft Point Of Sale

Reno 775-348-9225
Tahoe 775-348-9200
Sacramento 916-216-4949

©2008 Custom Business Solutions

Got a QuickBooks Mess? Call the QuickBooks Gal!


Welcome to today's QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal.

Do you ever wish you could open QuickBooks without an open company file? If you are a consultant or a bookkeeper with several company files, or you would like to open the software without opening a file (maybe someone is in your office and you don't really want them to see your file if you are not able to close it quickly enough).

There is a simple way to do this:

Just hold the control key when you open QuickBooks (any version - opened from any where - i.e. desktop shortcut or Start menu) and QuickBooks will open without an open company file.

Try it...it is really great if you are a consultant who might be seeing a client in your office...you really don't want them to see either your QuickBooks file or a client file that you may have been working in before they came to your office.

That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.


I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree
Microsoft Office Accounting & Microsoft Point Of Sale

Reno 775-348-9225
Tahoe 775-348-9200
Sacramento 916-216-4949

©2008 Custom Business Solutions

Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to another QuickBooks Minute.
I'm Jayne Miller, The QuickBooks Gal.

If you are just starting out with a small business and you're on a tight budget, you don't have to sacrifice your accounting system. Look sharp, learn a great software, and keep track of your income and expenses with Intuit's great starter software - Simple Start.

It’s available for free at the QuickBooks website. It’s for first time users – you can’t import from Quicken, QuickBooks, or Peachtree, but, you can grow with it and upgrade Simple Start to other versions of QuickBooks if needed.

As you complete everyday transactions, you'll be automatically tracking tax-related income and expenses, making tax time a snap.

Track the money flowing in and out of your business.

Know who it comes from and where it goes. Simple Start keeps sales, expense, and customer information in one place, so it's easy to find what you need when you need it.

Look more professional with easily–customized estimates and invoices. Get totals automatically, without writing formulas or doing math.

One great feature is that you can easily import the data you've tracked in Excel spreadsheets into Simple Start

It’s not a trial version– there's no expiration date.

Simple Start is free software that lets you track thousands of customers or vendors. Use it as long as you like.

Upgrade whenever you're ready and transfer the data you've already entered.



That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.


I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree
Microsoft Office Accounting & Microsoft Point Of Sale

Reno 775-348-9225
Tahoe 775-348-9200
Sacramento 916-216-4949
©2008 Custom Business Solutions

Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to today's QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal.

Did you know that you can download the eBook version of
QuickBooks 2008: The Official Guide
by Elaine Marmel from McGraw-Hill – for free?

Versions of the guide are available at both the Premier and the Enterprise levels, depending on which software product you are using. There's a link right inside your software!

Here's how:

From QuickBooks Premier 2008, or from QuickBooks Enterprise Solutions 8.0, navigate to Help > Learning Center Tutorials

Then go to the What's New page to find the link for the eBook download.

Discount for QuickBooks Pro Owners!

Clients who are using QuickBooks Pro 2008 also get a break
40% off the printed version
QuickBooks 2008: The Official Guide
from McGraw-Hill by Kathy Ivens.


That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.

I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.
Got a QuickBooks Mess? Call The QuickBooks Gal!

QuickBooks, Enterprise Solutions, Point of Sale, Peachtree
Microsoft Office Accounting & Microsoft Point Of Sale

Reno 775-348-9225
Tahoe 775-348-9200
Sacramento 916-216-4949
©2008 Custom Business Solutions

Welcome to the QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal

Today we’re talking about classes in QuickBooks. And I don’t mean going back to school.

Class tracking is a powerful feature that allows you to view reports such as your profit and loss by location, branch office, or other class that you define.

In order to use class tracking, the first thing you have to do is turn that feature on.

Go to the "Edit" menu and select "Preferences."

From there, Click on "Accounting" and select the "Company Preferences" tab.

Now click in the box next to "Use Class Tracking" to turn the feature on.

Once you've done that click OK.

Now every time you write a check, enter a bill, or record a deposit, you will see a "class" column.

To add classes you can either type something into that column the first time you need to set it up (QuickBooks will prompt you to create the class) or you can go to the "Lists" menu and click on "Class List" which will open up a window displaying your existing classes where you can add or modify them.

The only thing left is to now view reports by class.

That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.


I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree
Microsoft Office Accounting & Microsoft Point Of Sale

Reno 775-348-9225
Tahoe 775-348-9200
Sacramento 916-216-4949
©2008 Custom Business Solutions

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