Is your Vendor list growing with restarants, gas stations, and other unneeded vendors? You can use a short cut to keep your Vendor List in […]
Gas Restaurants and Airport Expenses In QuickBooks Read More »
You spend lots of time in the QuickBooks Vendor Center. Being able to customize your view will help you work smarter in it. This QuickBooks
Customize Vendor Center In QuickBooks Read More »
I’ve got vehicles and I want to track mileage. How would I do that? In the Vehicle List of course! This QuickBooks training video shows
Vehicle List In QuickBooks Read More »
The Loan Manager in QuickBooks is a handy tool with some great features to help you manage your loans. This QuickBooks training video walks you
Loan Manager In QuickBooks Read More »
Bill rates are the same task, but you charge more for one level of employee vs another. This QuickBooks training video introduces the Bill Rate
Bill Rate Level List In QuickBooks Read More »
There are several sales type transactions available in QuickBooks. It is important to know which are necessary in your own workflow and how each of
Estimates, Sales Orders, Invoices and Sales Receipts In QuickBooks Read More »
Estimates serve more than just a quote for your customers. They are the budget you can set up at the job level. Learn how to
Create An Estimate In QuickBooks Read More »
Many customers create a niche in their space and do the similar jobs over and over again. This video shows you a quick tip on
Duplicate An Estimate In QuickBooks Read More »
A sales order in QuickBooks serves as a fulfillment document. Your customer said they want to move forward with the order and now you need
Create a Sales Order In QuickBooks Read More »
Invoices allow you to extend terms to your customers – meaning they can pay you at some point in the future. Invoices affect your accounts
Create An Invoice In QuickBooks Read More »
A sales receipt is used when you take payment at the point of sale from a customer. You do not need to keep track of
Create a Sales Receipt In QuickBooks Read More »
Although we hope that we never have to refund a customer, it can happen. A credit memo is the transaction that allows you to reverse
Create a Credit Memo In QuickBooks Read More »
Although it is rare, we do have some scenarios when it is appropriate for a customer to use a pending invoice in their workflow. You
Pending Invoices In QuickBooks Read More »
We are not a bank. So when we extend terms to customers, we expect that they pay on time. If they do not pay on
Finance Charges In QuickBooks Read More »
Statements are a great way to show your customer their activity on account for the month. We see these used frequently in businesses that have
Create a Statement In QuickBooks Read More »
Your customer has sent you money – now what do you do? So many user go straight to the deposit screen and end up duplicating
Receive Payment – Record Deposit In QuickBooks Read More »
It is important to understand what effect a transaction has on your financials. QuickBooks makes recording sales easy! This video shows you the net effect
Invoice with Non-inventory & Inventory In QuickBooks Read More »
A sales receipt is often times used to record usage of inventory parts. It requires only one transaction for the sale – where as an
Sales Receipt with Inventory In QuickBooks Read More »
QuickBooks does not have a natural report for backorders. It will show you all open items on sales orders; but for people who want to
Back Orders In QuickBooks Read More »
Several customers use outside systems to process their sales – restaurants who have a POS system, doctors who have a medical billing system, or even
Daily Sales With Over and Short In QuickBooks Read More »
