All About Sales Receipts in QuickBooks

Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt is the right tool for this in specific situations A Simple Form Here’s an example of a situation that illustrates the importance of really learning about and understanding QuickBooks before you start entering live data. Say you […]

Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements. A Simple Process Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A window like this will open: QuickBooks provides multiple options on this screen so you create the statement(s) you need. First, ensure the Statement Date is correct, so your […]

QuickBooks Income Tracker

A Simple Layout Click the Income Tracker link in the toolbar to open the tool’s main screen. If you’ve been using QuickBooks for a while, you’ll see a framework like this with your own company’s data already filled in. Look first at the top of the screen. You’ll see six horizontal bars, each of which represents groups […]