QuickBooks defaults to use undeposited funds as the account when you receive payments. This allows you to receive several checks and then create one deposit […]
Use Undeposited Funds As a Default When Receiving Payments In QuickBooks Read More »
Retail stores and restaurants withdraw cash when they visit the bank if they need to refill their till. Office managers receive cash back when they
Cash Back When Making a Deposit In QuickBooks Read More »
It’s raining money! Well, sort of. You receive payment from your customer and they have overpaid. This QuickBooks training video shows you how to account
Receive Payment In QuickBooks – Client Overpays Read More »
The check was in the mail – and now it’s in your hands! But wait, the client has paid less than you expected. This QuickBooks
Receive Payment In QuickBooks – Client Underpays Read More »
Just as you reconcile your bank account, you should also be reconciling your credit card accounts monthly. At the time of reconciliation, QuickBooks allows you
Reconcile and Pay Down Your Credit Card In QuickBooks Read More »
Get a high level overview of the different item types available in QuickBooks. Setting up your item types correctly when you are setting up your
Item Types In QuickBooks Read More »
Similar to setting up your chart of accounts, when you set up your items list it is important to think about what you need to
How to Set Up and Organize Your QuickBooks Items List Read More »
In this video we will take a deeper dive into setting up and using service items. We give examples of good service item usage and
QuickBooks Service Items Read More »
Similar to service items, the non-inventory or other items are for items we sell that we don’t keep a quantity on hand. Learn some tips
QuickBooks Non-Inventory and Other Charge Items Read More »
Inventory is a favorite topic here at Fourlane. Inventory items can help you keep track of so much valuable information. In this video we take
QuickBooks Inventory Items Read More »
Assembly items are also a favorite around here at Fourlane. Assemblies are powerful tools to help figure out your accurate costs for products. Learn how
QuickBooks Inventory Assembly Items Read More »
There is often a lot of confusion around if a customer should use group items or assembly items. This video helps you figure out which
QuickBooks Group Items Read More »
Discount items are used so that we can track how or why we are giving a discount to our customers. This video will show you
How to Use Discounts In QuickBooks Read More »
Subtotal items help to add discounts to several lines on a sales transaction, or possibly to break up the transaction into multiple phases. This video
Use Subtotals On Customer Transactions In QuickBooks Read More »
If you need to add up additional fields in QuickBooks, this video shows you how you can create custom field numbers and add them to
Subtotal Calculations In QuickBooks Read More »
The inventory center is similar to your customer or vendor center. It allows us to attach an image to an inventory part and you can
Customize QuickBooks Inventory Center Read More »
If you have additional information you need to put on your transactions or track on your items list, you can set up a custom field.
Custom Fields On Items In QuickBooks Read More »
Although the end customer pays a fixed sales tax rate, the business owner may be responsible for breaking that rate out to several jurisdictions. Learn
Sales Tax Item and Group Set Up In QuickBooks Read More »
This video goes through the flow of accounts on your chart of accounts and reinforces the concepts we learned about in the Chart of Accounts
QuickBooks Chart of Accounts Flow Read More »
In order to make good business decisions, we need to have numbers. In order to get decision makers to look at numbers on a regular
Clean Up QuickBooks Chart of Accounts Read More »
