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 [...]
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 Group is a type of Item that is maintained on the Item List. It’s used to combine multiple Sales Tax Items (which are themselves another type of Item) into a single sales tax charge on a customer 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 [...]
QuickBooks applies a customer payment to an invoice with multiple line items by applying the proportion of the pre-tax subtotal paid to each individual line item and applying the remainder to sales tax on the invoice. If an invoice is paid in full, this obviously results in every individual line item and the applicable sales [...]
Sources and targets are important concepts to understand reporting in QuickBooks and use of the Advanced Find function. Sources and targets are terms assigned by Intuit to describe transactions. In most instances, the source of a transaction is the summary or total of the transaction. For example, the source of a check includes the amount [...]
According to Intuit, this is possibly caused by a damaged invoice template. The recommended solution is to duplicate the damaged invoice template, make it inactive, and use the duplicated template in the future. Here are the steps to resolve this problem: Identify the invoice template used on the invoice whose To be printed flag didn’t [...]
There are 4 basic ways to clear the QuickBooks invoice print queue: uncheck the To be printed checkbox on each individual invoice send the invoices to an existing printer but delete the print job before it even starts install a new printer configured to print to a file rather than the printer itself and optionally [...]
A spot rate, but it’s up to the user to download current spot rates (from the Company->Manage Currency->Download Latest Exchange Rates menu selection) or enter an accurate spot rate when recording a transaction or printing reports. For example, for sales and expenses, a user needs to enter an exchange rate, as shown below in the [...]
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 [...]
Looking for discounts on QuickBooks? Check out our Buy QuickBooks page. From QuickBooks Pro 2010 to the industry-specific versions of QuickBooks Premier 2010 and on to the powerful Enterprise Solutions 10, we've included the full range of QuickBooks products. We even have QuickBooks Point of Sale (POS) and related peripherals for retail environments. You'll purchase direct from Intuit at our discounted price and, for most software products, you can opt to download your software right away or receive a physical shipment.
Talk To Us!