UPDATE: Through trial and error on a call with an Intuit Support rep, we found that the user needs to have access to edit company information in order to have a...
I passed these instructions along to the client, and this method doesn't work. She changes the default to the custom format that she wants to use, and when she ...
So, you're telling me that if a user wants to create an estimate and then an invoice, they'd have to change the default sales form each time? And in order to ha...
When I set up a chart of accounts, I typically set up an Unrealized Gain/Loss account as an "Other Income" account type. When you reconcile your brokerage accou...
Yep - same procedure. You'd either record a journal entry crediting the checking account and debiting the brokerage account OR a transfer from the checking acco...
