Entries for the ‘account’ Category

Organizing Biz Books entries by date

Friday, February 19th, 2010

Occasionally I receive emails asking me how to put Biz Books entries in chronological order by date. Maybe you found an old receipt or entered things out of order…that’s fine because the Biz Books formulas don’t care what order you enter the information. However, many of us do like to see things listed in order. If you are interested in ordering an income or expense tab by date, follow these directions below. If you have questions, feel free to ask!

To order entries by date:
Go to the tab/worksheet you are trying to sort.

Go to the Tools menu, then choose Protection, Unprotect Sheet.

Select the cell that says “Date” and highlight down to the rest of your entries.

In the Menu Bar, go to “Data” and “Sort”. (These menu commands may vary depending on the version of Excel or other spreadsheet program you are using.)

In the pop-up box, choose expand the selection. Keep the default to sort by Date/Ascending, and choose “my list has a header row.”

This should put everything in order. Be sure to go back to the Tools menu, choose Protection, Protect Sheet.

2009 and 2010 IRS Mileage Rates

Thursday, January 14th, 2010

If you are wrapping up your 2009 accounting for tax purposes, keep in mind the IRS Standard Mileage Rates for 2009 are $.55 per mile.

As you begin entering 2010 mileage, the rate for this year will be $.50 per mile.

You can find the articles from the IRS website here:
2009 Standard Mileage Rates
http://www.irs.gov/newsroom/article/0,,id=200505,00.html

2010 Standard Mileage Rates
http://www.irs.gov/newsroom/article/0,,id=216048,00.html

Canadians Using Biz Books

Monday, March 9th, 2009

How are you tracking your GST in addition to your PST?  Lumping it together?  Do you have to break things out later for tax purposes?  I had another customer asking about this and I wasn’t sure how you all handled it within the template.  Any insight?  You can comment here or email me – thanks!