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Creating a Purchase Order in QuickBooks

A purchase order serves a simple purpose: It tells some vendor that you want to purchase some item. In fact, a purchase order is a contract to purchase. [more…]

Recording a Sales Receipt with QuickBooks Simple Start

You record a sales receipt when a customer pays you in full for the goods or services at the point of sale. Sales receipts work similarly to regular invoiced sales [more…]

QuickBooks Simple Start: Backing Up, the Quick and Dirty Way

You're busy. You don't have time to fool around. You just want to do a passable job of backing up, and you've decided how often you plan to do it. Sound like your situation? Then follow these steps: [more…]

Setting Up a Customer List in QuickBooks

In QuickBooks, a Customer List keeps track of all your customers and your customer information. For example, the Customer List keeps track of billing addresses and shipping addresses for customers. Follow [more…]

Fixing Invoice Mistakes with QuickBooks 2005

You use the QuickBooks invoice form to bill customers for the goods that you sell. No one is perfect, so you don't need to get worked up over mistakes that you make while entering information in invoices [more…]

Creating a Job Estimate with QuickBooks 2005

QuickBooks Pro and QuickBooks Premier have a feature that's very interesting for businesses that do jobs or projects for their customers: contractors, consultants, engineers, architects, and so on. QuickBooks [more…]

Handling Payroll with QuickBooks 2003

If you want to use QuickBooks for payroll because you want to save money, aren't scared of a little paperwork, or maybe want the extra flexibility that comes with doing it yourself, you need to sign up [more…]

Running through the Setup Interview for QuickBooks Simple Start

After you know what entity form your business will use and have the QuickBooks Simple Start software installed, you're ready to set up the QuickBooks data file. The data file is the container that QuickBooks [more…]

Making a Checking Account Deposit with QuickBooks 2005

You can't write checks unless you deposit some money in your checking account. You didn't know that? Well, the next time you're taking your exercise in the prison yard, give it some serious thought. From [more…]

Using Audit Trails in QuickBooks

If you decide to allow multiple users access to the QuickBooks data file, you may want to turn on the QuickBooks Audit Trail feature. The Audit Trail feature lets you keep a record of who makes what changes [more…]

Batch-Printing Invoices with Quickbooks 2006

If you want to print invoices in a batch in QuickBooks 2006, you need to mark the To Be Printed check box that appears in the lower-left corner of the Create Invoices window. This check mark tells QuickBooks [more…]

Recording Your Bills with QuickBooks 2003

When a bill comes in, the first thing to do is record it. You can record bills through the Enter Bills window or the Accounts Payable register. If you plan to track bills by expense and item, you need [more…]

Keeping Track of Customer Payments in QuickBooks 2003

If your customers don't always pay you up-front for their purchases, you need to record another type of payment — the ones that customers make to pay off or pay down what you've invoiced them. To record [more…]

Installing QuickBooks 2003 in Ten Easy Steps

If you haven't already installed QuickBooks, get it over with right now:

1. Turn on the PC.

Find and flip on the computer's power switch.

If you're installing QuickBooks on a computer running Windows NT, [more…]

Retrieving QuickBooks 2006 Data You've Backed Up

What happens if you lose all your QuickBooks 2006 data? Okay, you might have one or two problems, but you can probably blame PC gremlins for those. If the disaster that caused you to lose your data also [more…]

Finding a Transaction in Quickbooks 2006

When you can't remember the information that you need to find a particular entry or transaction (for a check, deposit, or transfer) in QuickBooks 2006, you can search for the information by using the Find [more…]

How to Perform Common QuickBooks 2009 Tasks with a Right-Click

QuickBooks 2009 strives to make your accounting easy by making use of every available tool. You have the keyboard for shortcuts and the right-click button of the mouse for help opening windows and accessing [more…]

Tips for Navigating in QuickBooks 2009

QuickBooks 2009 aims to make your accounting life easier, and to that end offers keyboard shortcuts, mouse actions, and other user interface tricks like the ones in the following list: [more…]

QuickBooks 2009 Calculation and Editing Tips

If you’re using QuickBooks 2009, you’re probably using QuickBooks it a lot to make calculations and change dates. QuickBooks gives you options for doing some of the more common calculations and edits quickly [more…]

How to Keep Your Debits and Credits Straight with QuickBooks 2009

In any accounting system, including QuickBooks, the natural balance for asset accounts is on the left (debit), and the natural balance for liability and owner’s equity accounts is on the right [more…]

Keyboard Shortcuts for QuickBooks 2009

Doing your accounts shouldn’t take all day, and with the handy keyboard shortcuts in QuickBooks 2009, they don’t. Use the keys in the following table to speed through the QuickBooks functions: [more…]

QuickBooks 2009 For Dummies Cheat Sheet

QuickBooks is designed to make your accounting tasks easy to record, change, and calculate so that your debits balance your credits and vice versa. QuickBooks offers a variety of methods to accomplish [more…]

QuickBooks 2010 Calculation and Editing Tricks

If the selection cursor is in an amount field in QuickBooks 2010, you can use these symbol keys to make calculations: [more…]

Right-Click for Common QuickBooks 2010 Tasks

To perform a common QuickBooks 2010 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a [more…]

QuickBooks 2010 User Interface Tricks

Here are some techniques that you can use to more quickly navigate the QuickBooks 2010 software: [more…]

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