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 […]
How to Keep Your QuickBooks Data Safe
You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Internal Safeguards No business owner wants to believe that his or her employees could use their QuickBooks access to commit fraud. But it happens. Your company file contains credit card and checking account data that could be used for […]
Receiving Customer Payments: Your Options
A Familiar Screen If you’re like many businesses, you send invoices to customers to let them know what they owe and when their payment is due. So one of the most commonly used ways to record payments is by using the Receive Payments window. To open it, click the Receive Payments icon on the home […]
Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time, so learning how memorizing transactions can save you more? Making Copies To memorize a transaction, you first need to create a model for it. Let’s say you have a monthly bill for $450 that’s paid to Bruce’s Office Machines. You’d click Enter Bills on the home […]