Customize Vendor Center In QuickBooks
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 […]
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Vehicle List In QuickBooks
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
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Loan Manager In QuickBooks
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
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Bill Rate Level List In QuickBooks
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
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Estimates, Sales Orders, Invoices and Sales Receipts In QuickBooks
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
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Create An Estimate In QuickBooks
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
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Duplicate An Estimate In QuickBooks
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
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Create a Sales Order In QuickBooks
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
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Create An Invoice In QuickBooks
Invoices allow you to extend terms to your customers – meaning they can pay you at some point in the future. Invoices affect your accounts
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Create a Sales Receipt In QuickBooks
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
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Create a Credit Memo In QuickBooks
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
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Pending Invoices In QuickBooks
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
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Finance Charges In QuickBooks
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
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Create a Statement In QuickBooks
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
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Receive Payment – Record Deposit In QuickBooks
Your customer has sent you money – now what do you do? So many user go straight to the deposit screen and end up duplicating
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Invoice with Non-inventory & Inventory In QuickBooks
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
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Sales Receipt with Inventory In QuickBooks
A sales receipt is often times used to record usage of inventory parts. It requires only one transaction for the sale – where as an
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Back Orders In QuickBooks
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
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Daily Sales With Over and Short In QuickBooks
Several customers use outside systems to process their sales – restaurants who have a POS system, doctors who have a medical billing system, or even
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QuickBooks Invoice Basic Customization
There are three levels of customization to an invoice in QuickBooks. This video takes you through the basic customization where you can add a logo,
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