Friday, May 30, 2008

Date Warnings


Subject: Question

Kerry, if you’re willing to give us an answer to this, we’d be grateful! We have Quicken 2006. Our bookkeeper, who uses our program, is asking if it is possible to have Quicken prevent or give a warning if, by mistake, she makes an entry with last year’s date. Is that an available option?

Thanks very much,


Because QuickBooks is such a better program, I haven't been using Quicken for a long time. The most recent version I have on any of my computers is Quicken 2003. I just checked the settings available in it and I found the ability to check a box in the Miscellaneous tab of the Register options under Preferences to Notify When Entering Out-of-Date transactions.

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Checking the Help description of this, we see the following:

Notify options
When Recording Out of Date Transactions
Select this to be warned when you're about to record a transaction for a different year.

I'm sure there is a similar selection in the later versions of Quicken, such as 2006.

In QuickBooks, there is an option to be notified of any transaction being posted that is more than a selectable certain number of days prior to or after the current date.

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Good luck. I hope this helps.

Kerry Kerstetter


Thanks very much, Kerry. You led me to what I needed!

Business Plan Pro

Wednesday, May 28, 2008

Updated Website Info

I have updated my website page on how to send me QB data files to include:

(1) Info on the new feature in QB 2008 that allows you to send your QBX file directly from the program to me via a free online Intuit storage service:

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(2) A reminder that clients need to review the financial statements for the tax period before sending me the data files. Too often, clients assume everything is perfectly done just because they have a bookkeeper posting their info and then I have to spend hours of expensive billable time going over everything with them. Catching the obvious mistakes ahead of time will save a lot of time and money in regard to the tax return preparation.