The sales tax adjustment feature in QuickBooks doesn’t adjust the individual sales tax item. You must create a zero cost Sales Receipt or Credit Memo depending on the plus/minus adjustment needed. The details are in the article below.Read More
The following clip is just a small section from our recent webinar - QuickBooks 2018 the Inside Scoop, detailing the new cash and accrual toggles within reports, hosted by Denise Loter-Koch and presented by Kyle Robles!Read More
Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.Read More
The following clip is just a small section from our recent webinar - Go Live with QuickBooks Advanced inventory, detailing the new copy and paste lines within transactions, presented by Kyle Robles!Read More
Topics: QuickBooks, QuickBooks Training, QuickBooks Enterprise, QuickBooks Tips, Inventory, Accounting Software, QuickBooks Training Videos, quickbooks desktop, QuickBooks 2018, wholesale, manufacturing
Sales tax is one of the more complicated concepts supported by QuickBooks Online.Read More
It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.Read More
Invoices not being paid promptly? Customers questioning their payment history? Create statements.
Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up?
Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out this account?Read More
Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.
When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay them. Or you walk into a store and buy something your business needs.Read More
QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective.
You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize them to isolate the precise data you want. Reports included with the software range from the very simple, like Open Invoices, to output that’s exceptionally complex, like Trial Balance and Profit & Loss.Read More
They’re not as commonly used as invoices. But if you need them, they’re there.
When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in.Read More