Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt n QuickBooks 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. […]
Customize QuickBooks Forms to Polish Your Image
The invoices and other forms you send to customers and vendors should reflect your company’s image. Improving What Exists You can personalize your QuickBooks forms and make them consistent with any design themes your brand may use. We’ll look at the modification options for an invoice, though, depending on what version of QuickBooks you’re using, […]
Keeping Vendor Records in QuickBooks
Filling in Fields To create a vendor record, open the Vendors menu and select Vendor Center. Above the tabbed table, there’s a small toolbar. Open the New Vendor menu and click on New Vendor. A window like this will open: At the top of the screen (not pictured here) is a box labeled Vendor Name. Enter it, then move on to the Opening […]
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 […]