True Joe Ways

You can use the account register for the 'Journal Entries' bank account to view a list of adjustments if you follow our tip and use a Journal Entry 'account' for all types of adjustments (Sales Receipts, Credit Memos, Checks and Journal Entries). more

Mar 14, 2016 9:01 PM General Ledger

In this edition of True Joe Ways 'Advanced Tricks Mini-series' we will look at Adjusting Cost of Goods Sold and Expense Accounts by both Account and Item. more

Mar 2, 2016 8:36 PM General Ledger

Sometimes you must use an item-based transaction type that allows you to adjust one or more items as well posting the appropriate debits and credits to the General Ledger. In this mini-series we will look at various 'ways' to make the adjustments. more

Feb 23, 2016 7:11 PM General Ledger

In case you missed Joe's Advanced Tips & Tricks during last week's QB Talks webinar, in this edition of True Joe Ways we will examine techniques you can use to track your QuickBooks adjustments as thoroughly as possible. more

Feb 15, 2016 9:55 PM General Ledger

Insightful Accountant attempted to sponsor a QBTalks webinar on Feb. 10 which had to be cancelled for the first showing due to technical issues. We will be posting some of those missed tips in True Joe Ways columns over the next couple of weeks. more

Feb 10, 2016 9:54 PM General Ledger

Joe Woodard published an article a few years back about the benefits of using a Retained Earnings Clearing Account, I have brushed off his article and with a few updates, here is another timeless "True Joe Ways" just in time for year's end. more

Dec 10, 2014 10:52 PM General Ledger 4 Comments

Joe Woodard continues his mini-series on QuickBooks Average Cost by looking at the impact of various user transactions that negatively impact the Average Cost timeline. more

Oct 6, 2014 4:06 PM General Ledger

In this True Joe Ways tip, Joe Woodard reminds us that when QuickBooks advisors analyze the client's data file regularly, we can provide them with reasonable confidence in the accuracy of their QuickBooks data at least quarterly, if not monthly. more

Mar 31, 2014 11:53 PM General Ledger

Portable Company File

Intuit - QuickBooks

Joe Woodard provides a valuable tip on using the QuickBooks Portable Company File to improve file performance by re-indexing the file structure in this edition of True Joe Ways. more

Mar 3, 2014 10:02 PM Training Center/Scaling New Heights

Joe Woodard, national QuickBooks author and trainer, host of The National Advisor Network and the host of the Scaling New Heights conference, discusses five strategies that can help you distinguish yourself as a QuickBooks ProAdvisor. more

Jan 14, 2014 11:03 PM Tax and Practice Management

Vendor Bill 1

Enter Items in the Vendor Bill as the appear on the Bill from supplier

In this edition of True Joe Ways, Joe Woodard explains a QuickBooks Workaround to allocate freight to inventory costs. more

Oct 24, 2013 9:26 PM General Ledger 5 Comments

This edition of True Joe Ways gives you an easy method to preserve a copy of your 'memorized reports' in QuickBooks in case they are improperly changed or become corrupted. more

Aug 21, 2013 12:29 AM General Ledger 5 Comments

Joe Woodard explains the importance of keeping your QuickBooks Company File(s) 'in sync' with your tax returns in this edition of True Joe Ways. more

Jul 16, 2013 7:55 PM Tax and Practice Management 3 Comments

Joe Woodard teaches you how to access and save a composite list of all QuickBooks names in this edition of TRUE JOE WAYS. more

Jul 7, 2013 2:47 PM Training Center/Scaling New Heights

Joe Woodard instructs on options for setting up QuickBooks Payroll Deductions in this edition of TRUE JOE WAYS. more

Jun 27, 2013 9:29 AM Payroll and Merchant Services

In this True Joe Ways, Joe Woodard gives you the answer to solving the problem of unauthorized changes to your QuickBooks Chart of Accounts. more

Jun 22, 2013 12:00 PM Training Center/Scaling New Heights

TRUE JOE WAYS: Ever Use a Job - Always Use a Job

Using the Customer:Job function in QuickBooks is a great way to mange projects, but you must remain consistent. more

Jun 14, 2013 5:00 AM Sample Blog

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