QuickBooks How-To Articles
How to Issue a Vendor Credit
Why would a vendor issue you a credit memo? Maybe they send you a bill and overcharge for freight. Perhaps a vendor ships some inventory and you discover that some of it is damaged, so you return it and receive a “credit memo.” Remember, vendor credit memos reduce what you owe the vendor. What should you do with a vendor credit? You can keep … [Read More...]
How to Customize the Home Page
When you set up QuickBooks, it asks whether you want to use certain features. If you answer yes, QuickBooks turns the feature on and puts the appropriate icons on the Home page. That means those features are now part of your workflow. Over time, your accounting needs might change. If they do, change the Home page so that the tasks and workflows … [Read More...]
How to Customize the Icon Bar
One of the easiest ways to personalize QuickBooks is to customize the Icon Bar, the small strip of pictures at the top of the window. You can rearrange and delete icons, but the real power of the Icon Bar is the convenience of one-click access to just about any QuickBooks feature or report. To begin, choose View > Customize Icon Bar. … [Read More...]
How to Use Progress Invoicing
Sometimes your company might have a job that takes months or even years to finish. Do you wait until the job is finished to start invoicing in QuickBooks? In most cases, you want to be paid for the work you’ve completed. This QuickBooks process is called progress invoicing. Essentially, you invoice in increments based on an estimate. In this … [Read More...]