HOWTO: Change Your QuickBooks Web Connect Account

Posted by: Jennifer Zelazny | 0 Comments

Awhile back I changed banks (bank buyout/name change) and have been fighting with Quickbooks (2010) when I do my web connect imports. When I go yo “Online Banking” > Import within QuickBooks – I have the account I want to use open, but when the .qbo file opens, it goes to my old account (previous bank). This was driving me crazy and I finally decided it was time to fix this. To disassociate an account/fix this issue: Select the Lists menu and then select Chart of Accounts. Select the account you wish to unlink from imported online transactions, and then… Read More »

Read More

quickbooks…grr.

Posted by: Jennifer Zelazny | 2 Comments

Today was one of those “nothing is easy” days. One of my tasks today was to customize my company’s QuickBooks invoice template. As a UI person, I often need to customize pretty much everything I use in some way or another. I have to say, QuickBooks is not very friendly when it comes to making changes to the standard. After I added my letterhead as the background and changed the font/font color, and column widths, all I wanted to do is move the “Bill To” box at the top left over about 50 pixels to line up with my company… Read More »

Read More

moxie and tax day.

Posted by: Jennifer Zelazny | 0 Comments

Well, as 2005 is my first year as a small business owner, I am learning something new everyday. On Monday, I learned the importance of having a really good accountant, as he called me and gave me a heads up on the fact that my 2005 taxes were due today. Thankfully he prepared an extension letter and sent me the details of what I would need to do to make sure I would not be penalized. I had met with my accountant earlier this year to learn QuickBooks and to get to know him before tax time…thankfully that paid off…. Read More »

Read More

accountant amy.

Posted by: Jennifer Zelazny | 0 Comments

Thank goodness I went to Penn State and met an amazing accounting student, now accountant, Amy Wessner. Running your own business so you can work on cool projects with interesting clients is one thing, but managing finances, marketing, managing off site servers and clients at all hours is another. Thankfully, I happen to know Amy! I recently called Amy to ask her if should would take a look at my QuickBooks file. I am the last person to really want to learn about reconciling, expense accounts, payroll, etc so she was kind enough to take a look for me. Our… Read More »

Read More