• Phone: +1 (917) 764-9716
  • Email: support@quickbookcode.com
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Help & Support

Please view our FAQ below or kindly get in touch via our email support@quickbookcode.com

General Questions

QuickBooks is accounting software developed by Intuit that helps small and medium-sized businesses manage their financial operations. It offers tools for invoicing, expense tracking, payroll processing, financial reporting, and tax preparation, all designed to streamline accounting tasks.

We currently sell the following products which are all lifetime licenses.

  • QuickBooks Desktop: Installed locally on your computer, available in Pro, Premier, and Enterprise editions.

QuickBooks is ideal for small to medium-sized businesses needing comprehensive accounting features. It’s flexible enough for various industries, but the best version depends on your specific needs, such as payroll requirements or industry-specific reports.

Getting Started

  • Create a new company file: Follow the setup wizard to input your business name, industry, and contact details.
  • Customize preferences: Set your fiscal year, tax settings, and invoice templates.
  • Connect bank accounts: Link your bank and credit card accounts for automatic transaction downloads.
  • Add customers, vendors, and employees: Input their details to facilitate invoicing and payroll.

Yes, QuickBooks supports importing data via Excel or CSV files. For certain software like Quicken or older QuickBooks versions, there are specific import tools. You may need to map fields correctly to ensure data accuracy.

Features and Usage

  • Navigate to the Customers menu and select Create Invoices.
  • Fill in customer details, invoice date, due date, and line items.
  • Customize the invoice template if needed.
  • Save, print, or email the invoice directly from QuickBooks.
  • Use the Expenses tab to record each expense, categorizing them appropriately (e.g., Office Supplies, Travel).
  • Connect your bank accounts for automatic transaction downloads.
  • Use Receipts Capture (via mobile app) to upload receipts and match them to expenses.
  • Go to the Banking menu.
  • Select Reconcile.
  • Enter your statement ending balance and date.
  • Match transactions in QuickBooks with your bank statement, marking them as cleared.

Payroll and Taxes

Yes, QuickBooks offers integrated payroll options, including automatic tax calculations, direct deposit, and employee self-service portals.

NOTE: Payroll has to be manually added. We can guide you through this once you purchase.

  • Set up employee profiles with pay rates, tax information, and benefits.
  • Run payroll on your scheduled pay dates.
  • Review and approve payroll before processing.
  • Generate pay stubs and tax forms as needed.
  • Generate tax reports such as Profit & Loss, Balance Sheet, and Sales Tax reports.
  • Use QuickBooks to prepare and e-file certain tax forms (e.g., 941, 940).
  • For complex filings, consult with a tax professional or use dedicated tax software.

At QuickBook Code, we provide business solutions to small and medium sized businesses.

Contact Information

Address:  

783 Pinewood Rd, Union, NJ 07083, USA

Email:  

support@quickbookcode.com

Phone:  

+1 (917) 764-9716

Office Hours:  

Mon-Friday between 09:00 am to 07:00 pm.
(GMT-08:00) PST Pacific Standard Time

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