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 […]
How Do I Record the Sale of a Special Order Item On a Sales Order In POS?
To record a sale of a special order item on a sales order in POS, start with the list view of sales orders. This article is part of a related series of articles covering adding a new sales order with a special order item, generating a purchase order for that item and emailing it to […]
Zoovy Web Store
A web-savvy client just drew our attention to a QuickBooks compatible web store, Zoovy. The company says they support bi-directional communication of invoices, sales receipts, customers, products and inventory with QuickBooks in this Zoovy overview. For QuickBooks customers looking to increase sales from a web store and not have to re-enter information, Zoovy might be […]
What Is a Payment Item and How Should I Use One?
A Payment Item is a type of Item maintained on the Item list, which is accessed on the Lists->Item List menu selection. See our article on all of the Item types supported by QuickBooks for more information. A Payment Item is used to record a partial payment on an Invoice or Statement made before the […]
How Do I Make a Bank Deposit?
Always keep in mind that your goal when recording a bank deposit in QuickBooks is to match what you record to what you actually deposit. That means matching the transaction date, the amount, and the bank account to which you make the deposit. The steps to make a bank deposit in QuickBooks depend on your […]
What Is a Sales Receipt and When Should I Use One?
In QuickBooks a Sales Receipt is a form to simultaneously record credits increases) to the accounts associated with the Items entered on the Sales Receipt and a single, offsetting debit to either the Undeposited Funds account (if that preference is selected) or another user-selected account, which must be either a Bank, Accounts Receivable, or Other […]
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