Tag Archives: QuickBooks assistance

Client Collaborator

There are some awesome new features in QuickBooks 2014. One of my favorites is the new Client Collaborator tool. Have you had a chance to experience this fantastic new way to make communication between accountant and client so much more … Continue reading

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Customizing Forms

Customizing forms in QuickBooks is easy and quick. The most popular forms to customize are the Purchase Order, Estimates, and Invoices. Between the tools in QuickBooks and the templates available, the sky is the limit when it comes to crafting … Continue reading

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Customer Deposits in QuickBooks

What do you do when your customer gives you a deposit? Customer deposits in QuickBooks® can be done in one of two ways. We will outline a couple of options for you, and include our recommended option. Since customer deposits … Continue reading

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QuickBooks Quick Tips – POS Review Layaway Transactions

Is there a way to view the amount owed on a layaway, in my QuickBooks Point of Sale system? Yes, there is a way to view the amount owed on a layaway in QuickBooks. You can view the payment history by … Continue reading

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QuickBooks Quick Tips – How to Change the Posting Account

QuickBooks Quick Tips – How to Change the Posting Account Q: I am trying to change the posting account and it is not allowing me to make the change; any suggestions? A: You should first ensure that the date of … Continue reading

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QuickBooks Quick Tip – What’s The Balance Sheet?

QuickBooks Quick Tip – What’s The Balance Sheet? The balance sheet is an accounting report that forms the basis of much of the financial reporting necessary to help the entrepreneur drive their business from a financially savvy perspective. The balance … Continue reading

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QuickBooks Quick Tips – Understanding The Balance Sheet (part two)

QuickBooks Quick Tips – Understanding The Balance Sheet (part two) A great follow up to my post on assets is a discussion of liabilities… Liabilities are what the business owes. Liability account types include: ACCOUNTS PAYABLE = what is unpaid … Continue reading

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QuickBooks QuickTip – Sales Receipt vs. Invoice

QuickBooks QuickTip – Sales Receipt vs. Invoice Q: What is the difference in a sales receipt and an invoice? A: The sales receipt creates income and cash at the same time; whereas the invoice creates an accounts receivable until you … Continue reading

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QuickBooks QuickTips – Credit Memos

QuickBooks QuickTips – Credit Memos Q: I need to enter a credit memo to record and document a customer refund. How do I do that? A: In your QuickBooks file go to Customers > Create Credit Memos/Refunds. Select the customer … Continue reading

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QuickBooks QuickTip – Changing Default ‘Deposit To’ Account

QuickBooks QuickTip – Changing Default ‘Deposit To’ Account Q. How do I change my default ‘Deposit To’ account? A. There are two ways to accomplish this: 1. Edit > Preferences choose the My Preferences tab and click on Checking in … Continue reading

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