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How to manage sales tax rates changes in Quickbooks April 1st, 2009 our California sales tax rates were increased for many counties. Now is the time to properly handle the rate changes in Quickbooks.  A best practice is to setup a NEW item in Quickbooks rather than modifying the old rate. Modifying the old rate [...]

Creating Custom Activity Types Custom Activity Types are an exciting new feature in ACT! by Sage. For those of us coming from ACT 6 and older, we were limited to having only calls, meetings and to-do’s. Although at the time, this seemed ample, we can now be quite creative by setting up additional activity types. [...]

How to Add a Letter Template or Report to your Menu ACT Versions 2005 (v. 7)  to 2009 (v. 11) by Kathleen Fernan Have you ever created a custom letter template and want it to be on the Write Menu or have a custom report that you would like on the Reports Menu? In ACT [...]

Classes are a very powerful, and probably my favorite feature of QuickBooks. They allow you to departmentalize your profit and loss statement. For example, if you are in the service industry, you might set up a class for each consultant or employee. All their expenses (including payroll) can be classified to their class and then [...]