Have you ever wanted to open your check register in one window, be able to display the bank reconcile feature in another window and then open a specific transaction for review in a third window? This is possible in QuickBooks Desktop 2018 and later versions.

By using the Multi-Monitor Mode feature, you would be able to spread out your QuickBooks Desktop application across the various monitors. This would help you get more done in a way that best suits your monitor configuration and personal workflow. Working in a multi-monitor environment can increase your productivity and better manage your financial information.

Before enabling this feature, you must do the following:

Then follow these directions to activate this feature:

There are some limitations of which you need to be aware:

Some other common issues and solutions may be:

If you have QuickBooks payroll for Desktop, tracking and paying payroll liabilities can be a quick way to be reminded when your payroll deposits are due and how much is owed.

Most common pay items and tax types are set up automatically during the initial payroll setup. Annual limits such as the Social Security tax wage limit update automatically at the start of each year. For those items that are not updated automatically (such as state unemployment tax rates), adding or modifying them is very simple.

For an example, here is how to update the Minnesota and Wisconsin unemployment tax rate:

To schedule and pay your federal and state tax liability in QuickBooks, you must first set up your payment schedule. To do this, go to Employees then Payroll Taxes and Liabilities then Pay Scheduled Liabilities.

Once you have your payment frequency set up, QuickBooks will start tracking your tax liability and the liability window will show you the date to send the payment. When you are ready to schedule your payments, on the same screen mentioned above, click Federal 941/944/943, then E-pay. Change the payment date and to the due date (bottom left of check window) and click E-pay.

Note: The first time you E-pay federal liabilities, you will have to enter and confirm your EFTPS PIN and password and enter your contact information.

Click Remember My Information for Next Time and submit.

Use the same steps for state withholding.

Feel free to contact us with any issues you may have.

Some people do not realize that QuickBooks has a couple of handy features to help you stay organized. These are the Reminders feature and To Do List. Here is how you can simplify your tasks by setting up the Reminders List in conjunction with the To Do List.

Reminders

The Reminders feature can be utilized to remind you of when to pay a bill, follow up with a customer on an overdue payment or reach out to an employee with a payroll question. To set up Reminders, just follow these steps:

To Do List

The To Do List also can provide important reminders of when tasks need to be completed, such as paying taxes or filing forms. These steps will walk you through setting up a task:

Both the Reminders and To Do List features can help you to stay on top of payroll and other tasks and not miss a deadline. They also will help you to clear off your monitor and desk of all the Post-It note reminders!

Have you ever had to move funds from one checking account to another? Or perhaps from a checking account to a savings account? QuickBooks Desktop has a feature to make recording these types of transactions easy.

In only a few simple steps, using this Transfer Funds feature will help keep these types of transactions recorded and organized for future reference.

As the administrator of your QuickBooks Online (QBO) file, it is your job to make sure that your books are correct, workable and that you can maintain the continuity of those books. To help preserve your records, QBO has rolled out a tool that can assist you in maintaining your QB file.

QBO Advanced users can now utilize an app called Online Backup and Restore. This app allows the administrator to create multiple backups of the QBO file and to use these to restore QBO to a specific point in time. Because this is an app, it can only be installed by the QBO administrator, but it is available at no cost through the app store.

Within the app, the user has several options for backups.

Now, there are a few things that are not included with these backups, such as recurring transactions, audit log entries, some custom reports and a few others. However, these items are non-posting items that do not directly affect the accounts.

Lastly, there is one more benefit to this app. It creates a log of all backup histories with a count of how many changes were made. This can be a great help to decide how far back you need to go to get the version of your QBO file that you want. Restore and reverse a few transactions or many; it is your choice.