Lists

The Art of Export/Import in QuickBooks Versions, Part One

The import/export function was designed to alleviate the re-entry of certain types of QuickBooks lists and transactions. This would usually occur when either a company file has grown too large and a decision has been made to create another company file, or you are creating another similar company that is an affiliate to the parent company. The difficulty or ease of exporting/importing lists and...

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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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Customizing Invoice Templates In QuickBooks

Create a New Template Manage Template Customizing Forms Change Field Order Customize Footer Print setup   This article now starts a series about Customizing forms in QuickBooks. Are you aware that each of the forms that you use in QuickBooks has its own layout? Do you know that you can...

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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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QuickBooks Quik Tip for the Day – Long Customer Lists

If you have large databases full of Customers and Vendors, you need to keep those under control, or they will slow your work down to a crawl. Have you ever tried to search through 35,000 names every time you want to process an invoice or enter a bill? The best way is to make the names Inactive. You will still be able to access them if needed, as they remain in the background, but they...

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