Tag Archives: quickbooks desktop

How to Set Up H.S.A. (Health Savings Account) Contribution Match Item in QuickBooks Desktop Payroll

Open Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employer contribution match portion of an employee’s Health Savings

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Creating an Inventory Part Item in QuickBooks Desktop

Here is a video showing how to create inventory parts in QuickBooks Desktop:  

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How to Create an Inventory Part Item in QuickBooks Desktop

Note: Be sure that your inventory/purchase orders function is active in QuickBooks. Go to Edit>Preferences>Items & Inventory>Company Preferences Tab Go to Lists menu>Item List Click at New at the bottom (within the Item menu ) or simply hit Ctrl+ on your keyboard. Choose Inventory Part under Type of item Note: Inventory Assembly items are not

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Shortcut Icons in QuickBooks Desktop

Did you know that you can customize your Icon Bar in QuickBooks?  A useful Icon Bar will include icons for the actions that you will use consistently.  QuickBooks gives you an Icon Bar filled with items such as Feedback, Remind, User Licenses, App Center, Snapshots, etc.  Some of the more helpful icons may be Customers,

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Inventory Advice in QuickBooks Desktop

My clients often ask me for help understanding and handling the Inventory process in QuickBooks Desktop.  I always assure them that Inventory in QuickBooks is not difficult to maintain if you are willing to take the time to learn the how’s and why’s behind the QuickBooks basic Inventory handling process. (Please note that QuickBooks BASIC

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