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QuickBooks Training Products
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Author Archives: Laura Madeira
Selling Inventory in QuickBooks
For your business to survive, you need to sell your products (or services) to customers. The next important task, discussed below, is how easy it is to prepare invoices for your customers in QuickBooks. First, it might be helpful for … Continue reading
Reviewing Aged Item Receipts in QuickBooks
One of the methods of receiving inventory is without the vendor’s bill. The effect of receiving inventory without a bill is to increase your inventory asset (debit) and increase your accounts payable (credit). The unique feature of this method is … Continue reading
Help Options in QuickBooks
As a business owner or accounting professional new to QuickBooks, you will find many resources for getting the help you need. To access Help in QuickBooks, you can press the F1 key on your keyboard, or by selecting Help, QuickBooks … Continue reading
Partially Paid Opened Customer Invoices on Cash Basis Reporting in QuickBooks
To properly prepare reports with cash basis reporting and to properly report on sales by item, you should perform additional steps for those open invoices that had partially paid balances as of your startup date. These steps are required only … Continue reading
How to Create a New Account in QuickBooks
To practice adding a new account record, open the sample data file. If you are working in your own file, use these instructions to create a new bank (or other type of account) in your chart of accounts: From the … Continue reading
How to Add a New Service Item in QuickBooks
To practice adding a new service item, open the sample data file. If you are working in your own file, use these instructions to begin creating your own service items: From the menu bar, select Lists, Item List to open … Continue reading
How to Customize the View of the Item List in QuickBooks
To modify the columns that display on the items list, follow these instructions: In the Item List dialog box select Lists, Item List from the menu bar, right-click and select Customize Columns. In the Customize Columns dialog box, as shown … Continue reading
Assigning the Make Deposits Transaction to the Open Customer Invoice in QuickBooks
Did your research reveal Make Deposits transactions recorded directly to an income account instead of using the Receive Payments transaction? For the business owner, assigning the deposits to the customer invoice is a two-step process. If you have the time … Continue reading
How to Reassign a Credit Memo to the Correct Invoice in QuickBooks
It often happens that you create a credit memo and apply it to a specific invoice. Then, when you communicate with the customer, you find out he or she applied it to a different invoice. When you are making those … Continue reading