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QuickBooks Training Products
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Author Archives: Laura Madeira
How to Record a Bank Deposit in QuickBooks
Creating a bank deposit for your cash and check payments correctly is one of the important tasks necessary to properly track the balance of funds you have in your bank account. To practice making a deposit, open a sample data … Continue reading
Creating Memorized Transactions in QuickBooks
You might be asking, what if my customers have different items or rates, but on a recurring basis? Below, I’ll give you details on how to use Memorized Invoice transactions when Batch Invoicing won’t meet your specific needs. Memorized transactions … Continue reading
How to Create an Invoice in QuickBooks
QuickBooks makes it easy to prepare and send invoices to your customers. A basic invoice might contain a single line or many lines, depending on the nature of the products and services you provide. To practice creating an invoice, open … Continue reading
How to Create an Estimate in QuickBooks
Use a QuickBooks estimate to provide prospects a quote for your product or services. The estimate helps you keep track of the sales price you have quoted. In accounting terms, the estimate is considered “nonposting,” which means when you record … Continue reading
Announcing the Intuit Accounting Professionals Virtual Conference Sep 24-26!
Please join us for an engaging virtual experience, all from the convenience of your own home or office! Learn all about What’s New from Intuit for Accounting Professionals, in partnership with Scaling New Heights. Take advantage of training sessions offered across … Continue reading
How to Fix Incorrectly Recorded Sales Tax in QuickBooks
This CDR feature not only identifies errors with using the incorrect payment transaction, but also fixes the transaction automatically for you! Before beginning the tasks listed below, you should review the client’s settings (preferences) for sales tax, as shown in … Continue reading
How to Memorize Recurring Transactions in QuickBooks
QuickBooks can also help you not forget a recurring accounts payable bill. Memorized bills work best if the amount being paid is the same from month to month (or whatever frequency you set). An example is your rent payment. To … Continue reading
How to Use the Report Center in QuickBooks
Use the Report Center to find the right report for your inventory management needs, as shown below: To open the Report Center, follow these steps: From the menu bar, select Reports, Report Center. On the Report Center’s Standard tab, select … Continue reading
Removing Old Dated Payments in the Undeposited Funds Account in QuickBooks
Did your review of the data uncover old dated payment transactions still in the Undeposited Funds account? If yes, use the following method to remove these payments without editing or modifying each transaction. This method of correcting makes the following … Continue reading
How to Create Payment Terms in QuickBooks
QuickBooks terms offer a shortened description, and calculate on an invoice, when you expect to receive payment from a customer, or when a vendor expects to receive payment from you. For example, 1% 10 Net 30 is an expression for … Continue reading