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Category Archives: QuickBooks 2013 in Depth
How to Use Batch Invoicing in QuickBooks
Do you issue recurring invoices to a group of customers for the following? Same service or product item Same price Same billing frequency Same invoice template If you answered yes to each of these questions, you will save time invoicing … Continue reading
How to Add a New Vendor in QuickBooks
When you are ready to purchase materials or services for your business, you need to create a vendor. You might already have a head start on adding vendors to your file, if you used the Adding Contacts feature available with the … Continue reading
Setting Up and Using Multiple Unit of Measure in QuickBooks
If you are using QuickBooks Premier or Enterprise, you have the option to set up Multiple Unit of Measure. A benefit of this feature is the capability to assign a specific unit default for purchases, shipping, and sales transactions. To … Continue reading
How to Use the Credit Card Audit Trail Report in QuickBooks
QuickBooks users can stay in compliance with credit card industry security requirements by enabling security around who can view, add, or edit your customers’ credit card numbers. Individual users can be included or excluded from accessing customers’ sensitive credit card … Continue reading
Tracking Changes to Closed Accounting Periods in QuickBooks
Did you know that you can “lock” your QuickBooks data and prevent users from making changes to prior accounting periods? This process is what we accountants call a “soft close.” This means that at any time, if you do need … Continue reading
Reviewing the Profit & Loss Report in QuickBooks
My experience over the years has been that business owners do not look at the Balance Sheet report often, if at all. However, nearly every business owner I have worked with has reviewed the Profit & Loss Standard report for … Continue reading
How to Set Your Home Page as the Company Snapshot in QuickBooks
If you want to have the Company Snapshot display, when you first open a company file, follow these steps: Click the Company Snapshot icon on the icon bar to open the Company Snapshot. Alternatively, select Company, Company Snapshot from the … Continue reading
How to Sort Transactions in QuickBooks
Another method for reviewing uncleared bank transactions is to open your bank register and follow these steps: From the menu bar select Banking, Use Register. Select the desired bank account in the Use Register dialog box. On the lower left … Continue reading
How to Create a Custom Transaction Detail Report in QuickBooks
Another method used to verify you have recorded all your transactions requires a bit more effort on your part. Manually add the total of all deductions and additions from the statements your bank provides you and compare to the Custom … Continue reading
How to Reconcile a Bank or Credit Card Account in QuickBooks
Are you reconciling your bank or credit accounts in QuickBooks? If the answer is no, are you reconciling these accounts on the monthly paper statement provided by the financial institution? If you still answered no, you will certainly find value in … Continue reading