Customers Module

QuickBooks Quik Tip – Fixing Your Default Email for Invoices

So you opened up your QuickBooks, went to the Customer module, highlighted a Customer, opened up an Invoice to email and you receive these error messages. What happened? It worked just the other day and you’re in a hurry to get this invoice to the Customer. A couple of things could have happened. First, you may have gone to your Menu Bar, clicked on File, choose Save as...

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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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