QuickBooks 2011 and Enterprise Solutions 11.0 include a new Collections Center that enables you to quickly and selectively send bulk emails to customers with overdue or almost due invoices. To access the Collections Center, start by opening the Customer Center, then click on the Collections Center link at the top of the window. The Collections […]
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 […]
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. […]
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 […]
How Do I Export Transactions from QuickBooks?
QuickBooks supports 2 methods to export transactions: The Export… button on the Find window Exporting from a Center, such as the Customer Center The first method supports exporting a transaction type for more than 1 customer, vendor, or employee. This is appropriate where you need to analyze or exchange a broad but filtered set of […]
Looking for discounts on QuickBooks? Check out our