Experts Answer Your QuickBooks Questions Free

Great News!  You can get your QuickBooks questions, even the tricky ones, answered for FREE.  That’s right, QuickBooks Experts like myself answer QuickBooks questions for folks just like you every day at no charge.

Answer Site #1: Intuit Live Community

This is amazingly simple.  Visit, sign up for an account, and click the “Help with Intuit Products” tab.  You can also access this site directly from most versions of QuickBooks from the help menu.    Just type in your Question – where it says Type your question here, sit back, and wait for answers.  It’s that simple.   Here’s a link to a question I answered for someone recently:

Answer Site #2: QuickBooks Users Forum

Visit and click “Forums” from the menu bar.  Sign up for an account, and ask away!

Answer Site #3 Linked In

YES – Linked In!  This business networking site is a great place to get answers to just about anything, and QuickBooks is no exception.  Visit and sign up for an account.  Then, join some QuickBooks Groups – there are 2 QuickBooks Tips and Tricks Groups and both are fantastic.   You’ll get your questions answered and lots of great advice.



  • Dorothy Francoeur

    May 20, 2013

    I use QB for Mac. I’m a property manager for co-ops and I invoice shareholders for their maintenance and utilities each month. Once I receive the payment, I deposit it using the “Receive Payments” window. When I print up the Profit & Loss Detail (cash), the income for each person is shown as “Invoice”. I think it’s just for the shareholders that have paid and does not include those who haven’t, but have been invoiced. Not everyone pays the correct amount so there’s balances left over to the following month. Is the only way to let the shareholder know how much they owe in total is by issuing statements? It’s all very misleading.

    • penny

      May 20, 2013

      Hi Dorothy. Yes, you can send statements to your customers – from the customer menu – select create statements. There are a lot of options on this screen, and I recommend you take the time to check them out, paying particular attention to the dates. If you want to show transactions during a certain period, you need to make sure to specify the from through dates for all of the transactions you wish to show up on the statement. Whether the income is showing up based upon the invoice only, or the invoice being paid depends upon whether you are running the P&L on a cash or accrual basis. See my article on Cash vs. accrual for more info.

  • Jerri Opsahl

    July 27, 2014


    Do you happen to have any training videos for NonProfits? I have a new client that I need to structure for grants and instead of recreating the wheel, I was wondering do you have any instructions?
    Thanks, Jerri Opsahl

    • Penny

      July 28, 2014

      Hi Jerri:

      I don’t have a tutorial for Non-Profits, but for tracking Grants and other Projects or Events, I use Classes. I have a Tips and Tricks article called “Classes – a rarely understood awesome feature” that may help. I am always available for one on one remote support and consulting to answer more specific questions. You can set up an appt at :

  • Debbie Leiphart

    September 3, 2014

    I am considering a payroll subscription with QuickBooks. When I was viewing the subscription options I was also prompted to enroll in their Workers Comp insurance. Is anyone familiar with workers comp insurance thru QuickBooks? any comments? Thanks, Debbie

    • Penny

      September 3, 2014

      Hi Debbie: You may not get many answers to your questions on my little blog, to get more answers, you will need to visit I do have personal experience with this, however. We use Intuit online payroll for almost all of our clients and I do enroll as many as possible in the worker’s comp that is integrated. They have competitive rates and it’s extremely convenient to pay as you go with no need for additional reporting. Please feel free to call 530-271-1666 or email me at if you have any questions.

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