Home

QuickBooks Banking and How to Work With it

As you can see from the Home page in QuickBooks, Banking is a separate module unto itself. In this module you can perform the following: Write Cheques Print Cheques Use the Cheque Register Record Deposits Reconcile accounts Enter Credit Card Charges In this series of articles I am going to cover some of the above but not all, since some of those have been written about previously. So...

Read More

QuickBooks Inventory – Labour Item for Assemblies – Part 10

There will be many occasions when you sell a product that will require labour, in order to assemble it. Thus the need for an item called “Assembly Labour”. You should by now have enough information from this site on how to create an item, but in case you are just joining in to this Inventory segment, I will guide you through. Just follow my steps. Go to your Home page, at the top is...

Read More

QuickBooks Estimates: Multiples, Find, Creating Invoices, and Reports

Once again I am using the QuickBooks sample company for this exercise. There will be times when you may have already given an estimate to a Customer, when they will notify you to say they would like another one done with an addition or deletion of an item. Now depending on the volume of your business it may be difficult to locate. So let’s take a look on how to accomplish that. From the...

Read More

QuickBooks Quik Tips on Customers

  It’s time to look at a few tips that have to do with the work you have been doing in the Customer module. In creating invoices you may have some that are repetitious from cycle to cycle. If so, you can save some time in not having to re-enter the data, by memorizing the invoice transaction. Here’s how you go about doing this. Let’s say that you have set up an agreement...

Read More

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...

Read More