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 […]
How Does Quickbooks Apply a Customer Payment To an Invoice With Multiple Line Items?
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 […]
Do Deposits Appear In a Center, Such As the Customer Center?
Deposits don’t appear in a Center, such as the Customer Center under normal circumstances. The 3 Centers (Customer, Vendor, and Employee) only include transactions where the transaction source matches the Name shown in the Center. For a Deposit, a customer is not considered the transaction source. Instead, it’s the target. Sources and targets are an […]
How Do I Resort Lists?
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 […]
Why Does the To Be Printed Field Remain Checked After Printing an Invoice?
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 […]
How Do I Clear the Invoice Print Queue Without Actually Printing the Invoices?
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 […]
How Can I Record Vehicle Mileage As a Reimbursable Expense?
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 […]
How Do I Manage the Vehcile List?
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 & […]
How Do I Prepare To Charge Customers For Mileage?
The first step to charge customers or clients for vehicle mileage is to create a new Item with a type of Service or Other Charge. The Sales Price that you enter for this Item will be the price charged to the customer for mileage. QuickBooks maintains a separate list of Mileage Rates, but these rates […]
How Can I Display a List of All Names?
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 […]
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