Setting Up Sales Tax Below is the process of setting up sales tax rates so you can see how it will work. Click the Taxes link in the toolbar. The new screen should open to the Sales Tax Center; if it doesn’t, click its link in the toolbar above. In the right vertical pane, under […]
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 […]
What are Sales Orders
They’re not as commonly used as invoices; but, if you need them, they’re there. To use Sales Orders, you must ensure QuickBooks is set up to accommodate them. Note: Sales Orders are not available in QB Pro. Open the Edit menu and select Preferences, then Sales & Customers. Click the Company Preferences tab to open that window. Sales Orders Are Required […]
Check Writing in QuickBooks Desktop
Online banking may get all the headlines, but many small businesses still prefer paper checks. Once you’ve recorded a bill in Enter Bills, you need to visit the Pay Bills screen to dispatch a check. The image above shows the bottom of that screen. Other examples here include: Issuing paychecks (click the Pay Employees icon), Submitting payroll […]
Receiving Payments in QuickBooks Online (QBO)
It’s one of our favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Receive payment on an invoice When payment comes in on an invoice, you can get to the right screens in any of several ways. Click the + (plus) sign in the upper right corner. Under Customers, […]