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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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Creating an Invoice in QuickBooks

Creating an Invoice in QuickBooks

    Now that you have added your Customers and Items into QuickBooks, let’s have a look at the types of transactions you will come across. As you can see from your Home page, you can create invoices, receive payments, create statements and statement charges, do refunds and credits and also Add Credit Card Processing and Enter Time. Working with the example of a consulting...

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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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