QuickBooks Lists

QuickBooks Lists – How to Print the Customer & Jobs

QuickBooks allows you the flexibility of printing a list for reference and to a file to use in a word or spreadsheet document. How you modify or setup the printing as it appears on your screen, will be how it is printed on paper. Test it first by choosing Preview in the Print Reports screen. For example if you collapsed the list it would print in that format. There are a few ways to print...

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QuickBooks Lists – Deleting and Making Items Inactive

In order to delete items in QuickBooks, they must meet certain criteria, that is they must not have been used in a transaction. If you try to delete it, QuickBooks will issue a warning as per the screen shot to your left. I used this example in a previous tip about a Customer Name base that had grown too large to manage. What I suggested to you at that time was to make the Customer Names that...

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QuickBooks Lists – Renaming List Items

Before renaming a list item, as mentioned previously, so must also consider the impact it may have on prior year financial statements and reports. As always, before you make the change be sure to BACKUP your company file. Sure you can rename any list item but when you do that, Quickbooks automatically changes all existing transactions containing that item. That’s why I say to you, think...

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QuickBooks Lists – How to Merge Them

If you are a bookkeeper or accounting person, you may have come across a list that has a duplication within it. It happens from time to time, especially when there as been a high turnover in a position, or an inexperienced person has set them up. The QuickBooks user does not see a name or identify with how it is being used, so they set up another one with a different spelling. Then you end up...

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QuickBooks Lists – How to Sort & Resort Them

Any of the QuickBooks Lists that you are working with can be sorted or resorted, depending on the look that appeals to you. With the Chart of Accounts that I was working with, it may be easier for you to find an account alphabetically but personally, I prefer to have them sorted by which financial statement they would appear on. So I sort so that the Balance Sheet accounts are at the top and the...

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QuickBooks Lists – How to Work With Them

If it’s one thing that QuickBooks has, it’s plenty of lists to work with. Are you familiar with all the lists and how they incorporate into your daily use? In many of the previous articles, I have dealt with the majority of these lists that you see on the screen shot to your left. But as always, there is a never ending amount of information still to be learned. Although I walked you...

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