customer

What’s New in QuickBooks 2012? Part Two

Carrying on with Part Two in the new QuickBooks Premier 2012, let’s take a look at the new look Company Snapshot, now just called Snapshot, located on the Icon Bar. This feature has been made more functional with the three tabs at the very top, for you to change the information that you would like to have appear when you open this up. The default is the Company tab which is displayed...

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QuickBooks OnLine Bank Transactions Download & HSBC Problem

This may be old news for you current global HSBC bank users, that is, trying to download your bank transactions into QuickBooks. For you new or those of you deciding to bank with HSBC, here’s a flash! DON’T!! Even though this current client is located in Vancouver, BC Canada, this is a problem for HSBC clients globally. It wasn’t hard to find people in a number of other...

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QuickBooks Quik Tip for the Day – Print Status Stamp

I was asked this question recently. How do I give a Customer a receipt for the invoice that they have paid? You may have noticed that after you have Received Payments and completed Record Deposits, that if you go to the Customers module, highlight a Customer name and double click on an invoice transaction that has been paid, you will notice a  PAID stamp next to the Invoice To box. So how...

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Creating Estimates for Customers or Jobs in QuickBooks

Estimates – What are They? How to Activate Creating an Estimate Estimates maybe products or a description of work that you propose to sell to a current or possible Customer. You can create multiple estimates for a Customer or Customer:Jobs, and if a Customer accepts the estimate, you can turn it into an invoice. Once you...

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Update on QuickBooks Customer Database Software

Well, I spoke to a SalesForce sales person and I have good news for those that have large Customer databases in QuickBooks, and need to manage it. First of all you’re going to be able to create a sales order, estimate or  invoice in SalesForce (SF). Once SF is integrated with QuickBooks when you open up SF, you will be in a QuickBooks window. NO more duplication of work, if you have...

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