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QuickBooks Estimates – Adding a Change Order

Part three on the Estimates features Adding a Change Order. Any business that does estimates like a home renovator, manufacturer or any other type will find this feature useful. You will be able to add or delete any of the changes and this feature will also give you a running total of what was done. This is actually better than creating duplicate estimates to accomplish the same task....

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QuickBooks Quik Tip – Adding an Icon to the Icon Menu Bar

In the previous article I explained to you how to use the QuickBooks FIND feature. The next step is to show you how to add that FIND Icon to your Icon Menu Bar. There are so many icons to choose from, that QuickBooks does not always place them on that menu, or the ones that you use on a daily basis.  So let’s get busy and add a Find icon to the menu. From the Naviagation Bar click on...

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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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QuickBooks Quik Tip for the Day – Loan Manager

For companies that have loans that require the tracking of both the principal and interest, the QuickBooks Loan Manager will do just that.  No more having to setup those Excel tables or refer to those amortization tables, calculating the loan payments and manually entering the journal entries. All you have to do is go to Menu Bar/Banking/Loan Manager. From there you can Add a Loan, Set Up...

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Adding Customers in QuickBooks Training

Adding Customers in QuickBooks Training

      Gather all the information that you have on hand to do with Customers — parties who will pay you for your services or product. Go to your Home page and click the Customer Centre tab. This will open up the Customer Centre where you can perform all functions that have to do with Customers and Jobs. If you have a customer for whom you will perform more than one job and you...

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