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 […]
How Should I Use a Receiving Voucher In POS?
A receiving voucher in POS is used to update the Average Unit Cost, Order Cost, and On-Hand Quantity of items received that are not on a purchase order. How receiving vouchers should be used depends in large part on how POS integrates with your GL accounting software (typically, QuickBooks Pro, Premier, or Enterprise Solutions). POS […]
How Do I Enable Automatically Invoicing Customers For Reimbursable Expenses?
The first step to automatically invoice customers or clients for reimbursable expenses is to set a QuickBooks preference. For more information on handling reimbursable expenses, see our related articles on what distinguishes a reimbursable expense from other expenses, invoicing a customer for reimbursable expenses, removing expenses from the list of billable expenses to be invoiced […]
What Distinguishes a Reimbursable Expense From Other Expenses?
A reimbursable expense is an expense that you expect to invoice to a customer or client either at the actual cost or with a markup. QuickBooks includes features to distinguish reimbursable expenses from other types of expenses and to track which reimbursable expenses have in fact been invoiced to a customer. For more information on […]
How Do I Invoice a Customer for Reimbursable Expenses?
In order to easily invoice a customer or client for reimbursable expenses, you first need to make sure your QuickBooks installation is properly configured for this task. Your configuration depends on how you intend to account for reimbursable expenses. For more information on handling reimbursable expenses, see our related articles on enabling automatically invoicing customers […]
How Do I Receive a Special Order Item On a Sales Order In POS?
To receive a special order item into inventory that has been ordered by a customer (i. e., on a sales order in POS), start by clicking the Receive Items button or visiting the menu selection Purchasing->New Receiving Voucher. Note that the buttons visible on the toolbar are configurable, so you may need to modify your […]
How Do I Generate a Purchase Order For a Special Order Item On a Sales Order In POS?
To generate the purchase order (PO) for a special order item on a sales order in POS, start with the list view of sales orders by clicking on the Sales Order button in the POS toolbar. This article is part of a related series of articles covering adding a new sales order with a special […]
How Do I Add a Special Order Item To a Sales Order In POS?
To add a special order item to a sales order in POS, start with the sales order open. 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 the vendor, receiving the special […]
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 […]
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 […]
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