Control What Info Users Have Access to in QuickBooks

Question: How can I set up QuickBooks to control what information users have access to? Answer: QuickBooks allows you to set up users and passwords under the “company” tab. When setting up a user, you can specify which information you want that particular user to see or not see, and edit or not edit. You…

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Can I Run a Report on Amount of Sales from Customer Groups in QuickBooks?

Question: Is there some way in QuickBooks to run a report showing the amount of sales from a particular group of customers? Answer: Yes. QuickBooks allows you to define “Types of Customers.” When you open a customer in the Customer Center, click on “Additional Info” on the left side of the screen. There you can…

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How Much Can I Charge a Customer for Using a Credit Card?

Answer: The safe and easy answer is “nothing.” Some states prohibit surcharges for credit card use, period. Some states permit it but with some complicated qualifiers, like no surcharge on debit cards, surcharge limited to what you actually paid and other such language buried in your merchant service agreement. The regulations are too many, making…

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