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This is a tax form used to report the year-end summary of all nonemployee compensation (rent, royalties, self-employment and independent contractor income, and so on.). The long name of Form 1099-MISC is Miscellaneous Income.

Write 1099 by itself, not 1099-Misc Form, or any other variation.

Write as shown, using a lowercase “k” within parentheses. Don’t write it any of these ways: 401(K), 401K, 401k.

Don’t use this. Instead, use: AM (no periods, capitalize). See Time in Formatting for details.

A phrase used in Intuit Live Community. Use sentence case (don’t capitalize the “m” in “Me”).

Don’t use above or below to refer to an object or text in an article or topic. If possible, try to refer to an exact area in text (a step number, for example). Or, try these alternatives: following, preceding, previous, and next. It’s OK to use above or below if you’re referring to a UI element, or if space constraints make above or below the best alternative for a particular situation.

Customers have a tough time understanding the holding bin model in QuickBooks—because we detect their transactions, customers think those transactions are already in their books. They don’t understand what accept means in that context. Using add instead seems to help mitigate that confusion. Just be as straightforward as possible.

Account is not a proper noun—use lowercase.

For specific account names, use the name shown in the Chart of Accounts list (QuickBooks) and add account (lowercase) at the end. Match the UI.

One of our segments/target audiences (along with small business, self-employed, and developer). Don’t capitalize it. Often when we write for the accountant segment, we are also solving for nonaccountants. That means lead with the definition, and then use the accounting term. See Voice & Tone principle “Speak their language” for details.

What the dictionary says (in case you were wondering):
[A] Qualified person who is trained in bookkeeping and in [the] preparation, auditing, and analysis of accounts. Accountants prepare annual reports and financial statements for planning and decision making and advise on tax laws and investment opportunities.

Write as shown. Don’t use A/P if you’re introducing the term for the first time. Better still, lead with an explanation (money owed by a business to its suppliers) and provide the term after. See Voice & Tone principle “Speak their language” for details.

What the dictionary says: The money owed by a business to its suppliers shown as a liability on [the] company’s balance sheet.

Write as shown. Don’t use A/R if you’re introducing the term for the first time. Better still, lead with an explanation (a legally enforceable claim for payment) and provide the term after. See Voice & Tone principle “Speak their language” for details.

What the dictionary says: A legally enforceable claim for payment held by a business against its customer/clients for goods supplied and/or services rendered in execution of the customer’s order. These are generally in the form of invoices raised by a business and delivered to the customer for payment within an agreed time frame.

Use active/inactive when referring to services or subscriptions. Use make active/make inactive for action that the customer can take on objects (customers, vendors, and employees). Don’t use active/inactive to refer to features or functions or parts of the UI—use grayed out instead.

Research tell us customers prefer add over accept, gather, and collect because it sounds less labor-intensive. We say “add… to” for bank transactions, based on research showing that customers find it easier to understand than other options. For example: Add bank transactions to your books. Note: you add transactions TO your books; you don’t add transactions INTO your books.

Add from Contacts is a label we use in QuickBooks Online for Android indicating that an item can be selected from the user’s contact list. In this case, capitalize the C in contacts.

Capitalize as shown when used as a label used in QuickBooks Online for Android indicating that an item can be added to a list.

Use administrator (lowercase) when referring to the individual; use (and capitalize) Admin to refer to the role or password. Don’t punctuate. Unless the term is somehow being used as a proper noun, use lowercase, without a period (ex. become master admin).

If discussing Windows user accounts, use the phrase administrator account. (Ex: Only an administrator can create new users. Set up an Admin user account and create an Admin password.)

Use agent as the preferred term to refer to customer care staff. Don’t use representative or rep. There’s no need to specify the type of agent; agent usually suffices. Support agent is also OK.

In the accounting world, aging means the length of time that an invoice or a customer credit has been outstanding. In your day-to-day life, aging is an irrevocable chess game with Father Time.

A report that lists the length of time that an invoice or a customer credit has been outstanding. Don’t capitalize this.

A legal phrase indicating that the author of an original work holds all of the rights afforded to him or her under copyright law. Lowercase is fine here.

Don’t use; instead, use let or can.

DO: QuickBooks lets you keep your business finances organized.
DON’T: QuickBooks allows you to keep your business finances organized.

This—with a z—is the American English spelling of the word. Amortisation—with an s—is the British English spelling. Use the appropriate spelling for the locale you’re working with.

What the dictionary says:
Amortization is the systematic allocation of a balance sheet item to expense (or revenue) on the income statement.

This phrase is preferred over etc., but try to avoid the use of either. Be specific and concise.

This is redundant, don’t use. The slash alone will suffice, if the options truly are one or the other (or both).

Don’t hyphenate. Do this: antibody, antitrust, antivirus

Use two words when it’s an adjective modifying a noun (it answers the question “what”), or when the word at is in front of it. Use one word when used as an adverb modifying a verb (it answers the question “when”).

I won’t have any time until next Tuesday.
Download the PDF anytime for a step-by-step guide.
Security is available at any time of the day or night.

For desktop applications, use application rather than program. For web and mobile applications, use app. Don’t capitalize.

Make edits to your logo in your graphics application before you import it into QuickBooks.
QuickBooks Desktop is an application that helps you manage your business finances.
QuickBase is a web app that lets you easily create a web database for your business.
SnapTax is one of Intuit’s mobile apps.

OK to use, especially when data populates, but opens is preferred for lists and windows that open. See also display. Do this: When you open Windows Explorer, a list of folders and files appears.

Apple is a proper noun, so we capitalize it (except when it isn’t—but if you’re talking about the fruit that’s another conversation entirely).

A language and message format used by an application program to communicate with the operating system or some other control program such as a database management system (DBMS) or communications protocol. When writing it as an acronym, capitalize.

Don’t use this acronym. Use plain language instead.

Adaptable User Interface, a user interface that adapts its layout and elements to the needs of the user or context. For instance, when someone looks at a table of info on their computer screen, it looks different than when they look at the same info on their phone. The copy should be consistent across devices, but adapted where necessary based on constraints.

A link or button that allows a user to scroll smoothly back to the top of a webpage. Use sentence case (lowercase “t”).

One word or two, depending on use, but never hyphenated.

To back up your data, choose File > Backup.
The flash drive contains the latest backup file.

Hyphenate if needed for clarity when used as a modifier. Otherwise, two words.

The back-end service may interact directly with the front-end app.
Find the HDMI port at the back end of the device.

Badges are one of our ownable brand elements. They should be encouraging, reflect our Voice & Tone, and written so that one word appears more prominent than the rest.

– Concentrate on benefits and let customers know what they’re capable of.
– Match message to context. If the badge is paired with a customer photo, choose copy that tells a great story with that photo.
– The badge text should make sense as a phrase, reading top to bottom.
– Select the word or phrase that will appear in bold so it stands out and means something powerful on its own.
– If you’re using a single word, it should be bolded.
– Visually balance the copy above the bold word with the copy below it.

A moment to SHARE
Make every moment COUNT
COUNT me in
Stay AHEAD of the curve
One step AHEAD
I go above and BEYOND
CONNECT the dots

Use bank for references to banks in the U.S.