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Customizing Reports in QuickBooks software
All the most current versions of QuickBooks software have tons of standard reports that people can use to gain more extensive knowledge of their business. What some people don’t know is that they can...
View ArticleWhat are Items in QuickBooks?
Many people see that there is an “Item List” in QuickBooks but don’t fully understand what it is used for. I have had a bunch of clients that just create one item in the item list and use that item on...
View ArticleSales Orders, Work Orders, Layaways in QuickBooks Point of Sale
QuickBooks Point of Sale offers the ability to process Sales Orders, Work Orders and Layaways, which are technically non-posting transactions that promise your customer something in the future. Sales...
View ArticlePoint of Sale Transactions missing in QuickBooks Financial.
For those of you using QuickBooks Point of Sale integrated with QuickBooks Financial software, you may notice from time to time that QBF is missing some POS transactions from a prior period. Although...
View ArticleTracking Pre-Payments on inventory purchases in QuickBooks
I recently received a call from a client with an issue in buying/paying for inventory. Basically he needs to have a way to pay an inventory item bill before the items are actually received and then...
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Unpaid Bills report – Why do $0.00 balances still show on this report?
I have gotten this question a few times now in the past couple of months so you know when that happens – it’s time to create a blog post. When you run the Unpaid Bills Detail report in QuickBooks,...
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QuickBooks Keyboard Shortcuts
I can’t tell you how many times I get asked “how do you move through transactions so fast?” Here’s a little hint…
View ArticlePrice Levels in QuickBooks
Price levels let you set custom pricing for different customers or jobs. Once you create a price level and associate it with one or more customers or jobs, each time you create an invoice, estimate,...
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Open Windows List in QuickBooks
Many people when navigating through QuickBooks need to have multiple windows open at a time. The nice thing about QuickBooks is that you can actually do this. A lot of programs out there just allow...
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Batch Invoicing in QuickBooks
Many people out there charge their customers for the same services at the same price at the same time. For example, I have a client that services the ice cream machines at a popular restaurant chain....
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