QuickBooks maintenance

It's necessary to re-sort your lists every so often in order to assist the data integrity function in the background of QuickBooks software to do what it does best. You can sort some of the lists that are not included on the Master Names List such as your Items or Accounts by choosing to Edit and Re-Sort List, but did you know it's possible to re-sort your names list this way?

How to Re-Sort the Masters Names List in QuickBooks:

1.  Open "Write Cheques"
2. Notice that the Payee field includes all Names
3. Enter Ctrl L to open this master list of all names
4. From the "Edit" menu choose to "Re-Sort List"

After the re-sort is done, do a File > Utilities > Verify data to ensure your data integrity is intact.

If it's not, follow the instructions to do a re-build, then check it again.  If your re-build didn't fix the problem, don't keep doing it, call me for technical assistance.  Did you know that ProAdvisors can contact Intuit for free under their service agreement, but ProAdvisors will charge you for  their time?

If you want to know more about using QuickBooks effectively, one cost effective way to learn more is to purchase my ten, two hours videos created for the Institute of Professional Bookkeepers. 

20 hours of training, is probably equivalent to about 100 hours of your time if you had to figure out how to use the software by yourself.

Download the videos, you own them. Or purchase the videos on a DVD so you can pass it around the office.  Watch the videos more than once if you need to, or share them with your family and staff to ensure that everyone is using the program effectively and efficiently.