The QuickBooks© Tune Up & Reporting Specialists
QuickBooks Attached Documents addresses the need for security by providing 4 levels of application permissions across 8 areas of QuickBooks functionality under an account overseen by a single user. Users log into Intuit’s secure servers using an email address and password. While we’re on the subject of security, there’s one small drawback: the password 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 [...]
A sales tax item is a special type of Item, the list of goods and services that you sell. It is used to specify the sales tax rate and the tax authority collecting it that will be charged on each invoice. See our article on all of the Item types supported by QuickBooks for more [...]
A sales tax code is a list item that is used to set the overall taxable or non-taxable status of both customers and items (goods or services). You should use sales tax codes to identify a customer, such as a reseller, from which you don’t collect sales taxes, or to identify goods and services that [...]
The first step to collect and track sales tax in QuickBooks is to enable the preference to do so. On the Edit->Preferences menu, select the Company Preferences tab on the Sales Tax submenu. Click Yes on the Do you charge sales tax? preference. Once the preference is set, you use: sales tax codes to specify [...]
The adjustment account you choose depends on why you need to adjust inventory and how much detail you want in your GL. Quantity adjustments can occur as a result of several common business situations, such as theft or discovery of damaged goods that have become unsaleable. If you want a great deal of detail in [...]
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 [...]
To record vehicle mileage as a reimbursable expense, you first need to set up the vehicle in the Vehicle List and the Service or Other Charge Item that represents the rate at which customers will be invoiced for mileage. Once these preliminary steps have been completed, click on the Company->;Enter Vehicle Mileage… menu selection to [...]
QuickBooks maintains a Vehicle List and can track the mileage for those vehicles, as well as help to charge customers or clients for mileage recorded. The Vehicle List tracks 3 simple pieces of information about a vehicle: the name, the description, and the active status. To manage the Vehicle List, click on the Lists->Customer & [...]
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