Customer Centre

Further to the Sales Receipts Bug in QB’s Online Version

Further to this on going problem with the Sales Receipt bug in QuickBooks Online, I received a call from the QBO Tech Support person that I had been dealing with. He informed me that the Journal Entry that I had entered in to zero out the amount in the Customer Account, now had to be deleted. Just what I needed, more complications to a major problem. Really! Why? Well, because the duplication...

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What’s New with QuickBooks 2012 – on Sale Today (09/26/11)

I can remember my first encounter with QuickBooks in 2000, and let me tell you from that point till now, this #1 best-selling accounting software in North America, has really developed into a giant for small to medium size companies. With QuickBooks 2012 to go on sale today, there are some new features for everyone, no matter if you are the owner, bookkeeper, accountant or ProAdvisor. As...

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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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Updating your Job Status in QuickBooks

In one of the previous segments, I showed you how to Create an Estimate and from the Estimate create an Invoice. What you also need to remember, is that everytime you change the status of your job, you need to update that also in the Customer: Job list. Previously, using the Sample Pro company file in QuickBooks, I created an estimate for Jason Cioran for 50 Mini Stanley Cups. I then added...

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QuickBooks Quik Tip for the Day – Inactive Accounts

There will come a time when accounts, customers, vendors, items etc. that you have created are no longer in use. Once you have used those named previously in a transaction, you cannot delete them. So what do you do with a 35,000 customer list when only 5,000 are still active? Well, you can make them Inactive and that will remove them from the current active list and reduce your time searching to...

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