Once you receive a bill, the first thing for you to do is to record it on Quickbooks. Entering this bill you have to be in the Enter Bills window or the Account Payable window. But here, we will be using the Enter Bills window. If you are entering a bill for a vendor for […]
Filtering a Report Quickbooks
Filtering simply means modifying, making the data refined for a user or set of users. It is used to amend reports, query reports or other kinds of information results, minimizing repetitive, irrelevant or even sensitive items on your report. In Quickbooks, restricting the data that appears on your report is its main objective. It enables you to […]
Filtering Lists – Quickbooks
Filtering is used to limit the items displayed on your system. You may choose which to filter and how to apply the filter. Quickbooks offers a simple way on how to filter your list. You should learn how to Add/Edit Multiple list as well. You may start by going to the menu bar and select […]
QuickBooks Pro 2016 Training for Accountants
You don’t have to be an accountant to use QuickBooks. It is a software package whose focus is geared toward small and medium sized businesses. To help them in their inventory, payroll, sales and other necessary needs of a small or medium sized business. QuickBooks would initiate the ease of use of different business application. […]
Fixing Mismatched Data – Quickbooks
In some instances, including data imports, Quickbooks fails to prevent duplication of list data. There are mismatches of data that occur and being corrupted. When Quickbooks detects this problem, it somehow alerts the company owner by sending warning messages. But in some cases, the error can not be detected unless a Verify Data Utility is used to check […]
Grouping Customers to Batch Invoices- Quickbooks
Batch Invoicing is a way of making a job simple where companies can set up groups of customers that cater to the same service, charged the same price, billed at the same frequency and have the very same invoice template. What QuickBooks can do is to enter the data once, and then, the program will create an individual […]
Handling Customer Credits – Quickbooks
A credit is given to a customer to obtain goods or services before payment based on the trust that a payment will be made in the future. So, if your customer returns an order or complains about a purchased product, you can possibly make adjustments by giving customer credit in his next order. You can […]
Importing Customers from Another Program – Quickbooks
Importing data is the process of retrieving data from sources external to your system. It refers to the ability of one application to format data for another application, which is in this case in Quickbooks. Our aim is to bring data saved from a different source like Excel to your financial software which is Quickbooks […]
Introduction to Reports in Quickbooks || 247Quickbooks
Reports are very important in any business. It helps in decision making and planning. It also provides details on how your business is performing. It gives information on the financial position of the business and what changes in the its financial position. Reports should be easily understood, relevant, reliable and comparable. It should show the company’s assets and […]
Invoicing Customers – Quickbooks
Customer invoices are the sales receipts in Quickbooks. This process is done and completed only once. Eventually, after doing the template, you can add or edit the items on your list and select the customer from your customer list as well. Providing invoices to your customer is a way to track down their payment, how much they owe […]