Transaction

Is Your QuickBooks Company File too Large to Manage?

If you are running QuickBooks versions EasyStart, Pro or Premier, and your company file is starting to act like your computer’s hardware is processing at 1990’s speed, it may be that your company file has grown too large for QuickBooks to process. How large is too large you say? Well there’s a number of criteria. It could be that any one of your 18 Lists has grown above the...

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QuickBooks Other Accounts and How to Work with Them

This article starts a series with other accounts and how to use them in QuickBooks. Since I have already covered Inventory and Banking (cash) in a previous series (see Categories) , let’s turn our attention to some of the Other Current Assets. These might include, but not limited to, term deposits, GIC’s, Money Market Paper, T-Bills, Advances and Prepaid Deposits or Expenses. As...

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How to Enter a Credit Card Charge in QuickBooks

Is there really anyone in the business world that does not use a credit card in their business transactions? I mean, it’s just a part of doing business these days and QuickBooks is no exception. Read on, as I am going to show you how to enter in a credit card charge. Before I begin, I would make sure that I have a credit card account  and if not, set one up by going to Chart of Accounts,...

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QuickBooks Customer Credit Memos & Refunds

At some point in time dealing with your Customers, you will have to process a Credit Memo or Refund. These will be used to record the return of items sold, to reduce a customer’s outstanding account or to issue a customer refund. For this example we are going to use the customer named Hart Printing. You will recall that in the last segment on  Memorized Transactions, there was an...

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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...

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