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.
What Is the New History Tab In QuickBooks 2011?
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 […]
How Can I Close Transactions With a Customer Who Is Also a Vendor Who Only Paid the Net Balance On an Invoice?
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 […]
What Are the Differences Between A/R Reports In a Multicurrency Environment?
In QuickBooks 2009 there are 6 reports to provide information about what customers or clients owe to a firm. They are: A/R Aging Summary A/R Aging Detail Customer Balance Summary Customer Balance Detail Open Invoices Collections Report These reports are found on the Reports->Customers & Receivables menu selection. Each report is intended to provide certain […]
Why Are Items On Sales Orders Marked Closed Before Invoicing On a Partially Fulfilled Sales Order?
In QuickBooks 2009 for releases prior to R6, there was a bug (which has since been fixed) where undelivered items on a sales order that had previously been partially fulfilled had been incorrectly marked closed and could not be unchecked to be invoiced. This bug is discussed in this Intuit knowledge base article. The bug […]
Are There Restrictions On Making General Journal Entries To A/R and A/P Accounts?
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. […]
How Do I Change an Onscreen Form Such As Create Invoices To Show More Line Items?
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 […]
What Is a Sales Tax Item and How Should I Use One?
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 […]
What Is a Sales Tax Group and How Do I Create One?
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 […]
What Is a Sales Tax Code and How Should I Use One?
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 […]
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