The QuickBooks© Tune Up & Reporting Specialists
QuickBooks 2011 now supports 2 vendor addresses; prior versions of QuickBooks supported only 1. The Shipped From Address field is used on vendor purchase orders. The Billed From Address is used on bills and bill credits, and this address will appear when printing a check to the vendor. In effect, the Billed From Address is [...]
For QuickBooks 2011, Intuit improved the Paid stamp to reflect the date the customer invoice was paid, as shown in the screenshot below. Unfortunately, a Paid stamp is also applied to vendor bills, and that stamp does not reflect the date the bill was paid.
For QuickBooks 2011 and Enterprise Solutions 11.0, Intuit added a History tab to several key windows in QuickBooks: Enter Bills Create Purchase Orders Create Item Receipts Create Invoices Create Credit Memos/Refunds Enter Sales Receipts Unfortunately, it’s not included on the Receive Payments window. The History tab can be quickly opened and closed, and shows a [...]
For some businesses, another firm is both a customer and a vendor. If you’ve invoiced that firm (as a customer) while they have billed your company as a vendor, they may opt to pay the net amount owed for simplicity and to preserve their own cash balance. In that case, you’ll need to find a [...]
Yes, there are a few restrictions on making General Journal Entries to Accounts Receivable (A/R) and Accounts Payable (A/P) accounts. Normally, the preferred way to change the balance in an A/R or A/P account is by recording transactions, such as customer invoices or vendor bills. However, sometimes it’s more convenient to make a General Journal Entry. [...]
Making changes to the windows of QuickBooks is easy. Let’s use the Create Invoices window as an example. By default, this window shows just 2 invoice lines. In this article, we’ll change the default look. An important point to keep in mind is that you should not close the Create Invoices window until you’ve completed [...]
Lists are one of the foundations of QuickBooks, and from time to time they can become out of order. That’s when they need to be resorted. Some common indicators that it’s time to resort your lists include: the list itself is out of order an element is missing new entries in a list appear at [...]
In QuickBooks, Customers, Customer:Jobs, Vendors, and Employees are called Names. In transaction entry screens, the selection of a Name is filtered to include only the type of Names normally associated with that transaction type. For example, when entering a Vendor Bill, the selection of a Name is filtered to only include Vendors. Sometimes, it’s helpful [...]
The first step to automatically invoice customers or clients for reimbursable expenses is to set a QuickBooks preference. For more information on handling reimbursable expenses, see our related articles on what distinguishes a reimbursable expense from other expenses, invoicing a customer for reimbursable expenses, removing expenses from the list of billable expenses to be invoiced [...]
To find out which reimbursable expenses you haven’t billed to a customer or client, click on the Reports->Jobs, Time & Mileage->Unbilled Costs by Job menu selection to produce the Unbilled Costs by Job report. For more information on handling reimbursable expenses, see our related articles on enabling automatically invoicing customers for reimbursable expenses, what distinguishes [...]
Sometimes, after recording an expense as billable to a customer or client (in other words, it’s a reimbursable expense), you need to change it to an expense for which you won’t seek reimbursement. More technically, this is called resetting the billable status flag. For more information on handling reimbursable expenses, see our related articles on [...]
A reimbursable expense is an expense that you expect to invoice to a customer or client either at the actual cost or with a markup. QuickBooks includes features to distinguish reimbursable expenses from other types of expenses and to track which reimbursable expenses have in fact been invoiced to a customer. For more information on [...]
In order to easily invoice a customer or client for reimbursable expenses, you first need to make sure your QuickBooks installation is properly configured for this task. Your configuration depends on how you intend to account for reimbursable expenses. For more information on handling reimbursable expenses, see our related articles on enabling automatically invoicing customers [...]
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