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Author Archives: Laura Madeira
How to Use the Customize My Forms Wizard in QuickBooks
To create a consistent look and feel for your printed forms, consider using the Intuit—Customize My Forms Wizard. This feature is free for the first 30 days for each QuickBooks data file. After 30 days, if you need to make … Continue reading
Grouping Deposited Items to Agree with Bank Deposits in QuickBooks
Unless you take each and every check or cash payment from your customers to the bank, on a separate bank deposit ticket, your customer payments should be grouped together with the total matching your bank deposit slip. If you group … Continue reading
How to Combine Account Rows in QuickBooks
QuickBooks Statement Writer (QSW) is available with QuickBooks Accountant and QuickBooks Enterprise software. Used to create custom financials, connecting the data with Microsoft Excel. QuickBooks offers users a lot of flexibility when working with a chart of accounts. Often, several … Continue reading
How to Find Missing Accounts in QuickBooks
QuickBooks Statement Writer (QSW) is available with QuickBooks Accountant and QuickBooks Enterprise software. Used to create custom financials, connecting the data with Microsoft Excel. Often used by accounting professionals when working with their client’s data. Has your client added new … Continue reading
How to Create a New QSW Supporting Document in QuickBooks
QuickBooks Statement Writer (QSW) is a custom reporting tool available with QuickBooks Accountant or QuickBooks Enterprise software. Using Microsoft Excel connected with your data. You can create your own supporting document templates, and store them on your computer. To create a … Continue reading
Printing or Exporting a Statement Writer Report in QuickBooks
QuickBooks Statement Writer (QSW), available with QuickBooks Accountant or all versions of QuickBooks Enterprise creates a PDF of financial report sets that you can print, send via email, and store for future reference. To print or export a Statement Writer … Continue reading
How to Add a Non-inventory Part in QuickBooks
Some companies need to create non-inventory items. For example, a construction company that orders appliances for the new homeowner, but does not stock the appliances, would create non-inventory items. When non-inventory is used, the expense account on the non-inventory item record … Continue reading
How to Add or Edit Multiple Items at Once in QuickBooks
Adding or modifying several list items in a single QuickBooks list can be a daunting task when you have to work with one list item at a time. With the Add/Edit Multiple List Entries feature, shown in the image below, … Continue reading
How to Use Group Items in QuickBooks
New for QuickBooks 2013, you can now include up to 50 different items in a Group Item. In previous versions of QuickBooks you could only have up to 20 individual items in a Group Item. Unlike working with assemblies, when … Continue reading
How to Handle Vendor Inventory Returns in QuickBooks
Perhaps after receiving the returned inventory from your customer, you find the product was not manufactured to your specifications, and needs to be returned to the vendor. Handling these types of returns properly is important and can affect these financial … Continue reading