January, 2011

Using Sales Receipts in QuickBooks

  Earlier I showed you how to process a sale using an invoice. In that instance the payment was going to be received at a later date. We are now going to deal with a transaction where payment is received in full at the same time as the sale. This payment can be via cash, cheque or credit card. Since you have already processed an invoice you should be comfortable with doing this as the...

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Record Deposits in QuickBooks

Record Deposits in QuickBooks

Moving along, you have finished receiving the payments for invoices that you generated and now have to deposit these amounts into the bank that you originally set up in QuickBooks. As always we start off at the Home page. In the Banking section you will find a Record Deposits icon which when clicked will take you to the Payments to Deposit. There you will see the three payments that you received,...

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Receiving Payment in QuickBooks

Receiving Payment in QuickBooks

As we carry on with this series related to Customers in QuickBooks, let’s assume you have now received payment for the invoice that you created previously. This payment may have arrived in the form of a cheque, wire transfer, credit card, debit card (if you are using that feature) or even cash. You should be getting accustomed to using the Home page by now and will know where the icons...

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MBR Business Services

January 24, 2011 To whom it may concern: “I have known Larry Johnson since 1999. I have recommended him to my clients when they require an Accountant/Bookkeeper  and have found his accounting/bookkeeping skills to be exceptional and at the highest level. He is very proficient in QuickBooks and is able to work in many different industries setting up the QuickBooks and maintaining the...

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E-Mailing and Printing an Invoice in QuickBooks

E-Mailing and Printing an Invoice in QuickBooks

I left off the last segment with an invoice having been created, and now it’s time to email and print the finished product. There are several ways to retrieve the invoice that you created. First, you can go to the Home page, click on Customers tag, highlight the Customers name that you created the invoice for, then highlight the invoice and double click. This will take you to the Create...

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