The QuickBooks© Tune Up & Reporting Specialists
It’s relatively straightforward to prepare a report of invoices in number order and have QuickBooks automatically identify missing invoice numbers, such as where there are gaps in the sequence of numbers. The key to preparing this report is to use another report as a building block. Identifying sequential transactions and those items missing from the [...]
In QuickBooks a group item is a specific type of Item that is used to quickly enter a bundle of individual items that are typically bought or sold together where tracking the detail on individual items is desired. See our article on all of the Item types supported by QuickBooks for more information. It is [...]
As the name suggests, Payment Methods are a list of the ways by which a customer can make a payment. They’re maintained on the Lists->Customer & Vendor Profile Lists->Payment Methods menu selection as 1 of 9 profile lists for Customers & Vendors. This particular profile list is only used for Customers. A Payment Method can [...]
A Payment Item is a type of Item maintained on the Item list, which is accessed on the Lists->Item List menu selection. See our article on all of the Item types supported by QuickBooks for more information. A Payment Item is used to record a partial payment on an Invoice or Statement made before the [...]
The Undeposited Funds account is an Other Current Asset account that’s automatically created by QuickBooks to record funds received by a company that are not immediately deposited in a bank account. When you record customer payments by clicking on the Customers->Receive Payments menu selection, you’re recording individual receipts. In actual practice, these individual receipts are [...]
Always keep in mind that your goal when recording a bank deposit in QuickBooks is to match what you record to what you actually deposit. That means matching the transaction date, the amount, and the bank account to which you make the deposit. The steps to make a bank deposit in QuickBooks depend on your [...]
In QuickBooks a Sales Receipt is a form to simultaneously record credits increases) to the accounts associated with the Items entered on the Sales Receipt and a single, offsetting debit to either the Undeposited Funds account (if that preference is selected) or another user-selected account, which must be either a Bank, Accounts Receivable, or Other [...]
Starting with QuickBooks 2010 and Enterprise Solutions 10.0, you can add or edit multiple list entries by clicking on the Add/Edit Multiple List Entries menu selection on the Lists menu. However, only certain lists can be manipulated with this feature and not all fields on these lists can be modified. These 5 lists can be [...]
For the 2010 version (QuickBooks 2010 and Enterprise Solutions 10.0), Intuit has increased the number of custom fields and provided for data validation in Enterprise Solutions. Compared to 2009, the number of custom fields for Names increased from 7 (out of 15) to 12 (out of 30), and for Items it increased from 5 to [...]
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