QuickBooks 2012

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How to Add Custom Fields to Items on the Item List in QuickBooks 2012

If you’ve worked much with the New Item window, you may have noticed the Custom Fields command button that appears on many (although not all) of the New Item windows in QuickBooks 2012. [more…]

Adjust Physical Counts and Inventory Values in QuickBooks 2012

Inventory shrinkage, spoilage, and theft all combine to reduce the inventory that you physically have. In order to record these inventory reductions in QuickBooks 2012, you periodically physically count [more…]

Choose a QuickBooks 2012 Invoice Template to Customize

To choose an invoice template to customize, display the Create Invoices window in QuickBooks 2012. You can do this by choosing the Customers→Create Invoices command. Next, click the Customize button. [more…]

Easy Invoice Customizations in QuickBooks 2012

The Basic Customization dialog box in QuickBooks 2012, provides you with several easy-to-make invoice customization choices. As you make these customizations QuickBooks updates the Preview box shown on [more…]

Review Additional Invoice Customization Options in QuickBooks 2012

If you can’t create invoices that look exactly the way you want using the options available on the QuickBooks 2012 Basic Customization window, your next step is to click the Additional Customization button [more…]

The QuickBooks 2012 Layout Designer Tool for Customizing Invoices

If you’ve used the Basic Customization and the Additional Customization dialog boxes in QuickBooks 2012 to customize your invoice’s appearance and still aren't satisfied, click the Layout Designer button [more…]

How to Invoice a Customer in QuickBooks 2012

To invoice a customer in QuickBooks 2012, use the Create Invoices window to identify the customer and specify the amount that the customer owes. You can use more than one type of invoice form or one that [more…]

How to Check Your Spelling on QuickBooks 2012 Invoices

If you click the Spelling button, which appears along the top edge of the Create Invoices window in QuickBooks 2012, QuickBooks checks the spelling of the words that you’ve used on the invoice. If QuickBooks [more…]

Use a Weekly Timesheet to Bill for Time in QuickBooks 2012

QuickBooks 2012 supplies two methods for tracking the time spent that will be billed on an invoice as an item. You can use the weekly time sheet or you can time or record individual activities. To use [more…]

Time Single Activities to Bill for Time in QuickBooks 2012

Timing or recording individual activities is one of two methods that QuickBooks 2012 supplies for tracking the time spent that will be billed on an invoice as an item. If you want to record service activities [more…]

Include Billable Time on a QuickBooks 2012 Invoice

To add billable time and cost to an invoice in QuickBooks 2012, create the invoice in the usual way. After you identify the customer (and if you’ve entered time for the customer), and if you’ve been tracking [more…]

How to E-Mail Invoices in QuickBooks 2012

You can e-mail an invoice from QuickBooks 2012. To do this, click the Send button and choose the Mail Invoice command from the menu that QuickBooks displays. [more…]

How to Record a Sales Receipt in QuickBooks 2012

A sales receipt looks very, very similar to an invoice in QuickBooks 2012. To record the fact that you sold the customer some item — presumably this is because the customer simultaneously purchases and [more…]

How to Record Credit Memos in QuickBooks 2012

You can record credit memos in QuickBooks 2012. Credit memos show when a customer no longer owes you money or when you owe a customer money. Credit memos may occur because your customer returns items that [more…]

How to Receive Customer Payments in QuickBooks 2012

When a customer pays an invoice that you have previously sent, you choose the Customers→Receive Payments command in QuickBooks 2012 to record the payment. To use this command to record a payment, choose [more…]

How to Assess Finance Charges with QuickBooks 2012

You can tell QuickBooks 2012 to assess finance charges on overdue customer invoices. To do this, you first set up the finance charge calculation rules. After you’ve done this, you can easily assess finance [more…]

QuickBooks 2012 Customers Menu Odds and Ends

The Customers menu in QuickBooks 2012 supplies several commands that are noteworthy — perhaps even useful — and deserve discussion. Here is a brief description of the lesser used commands that may be available [more…]

How to Create a Real Purchase Order in QuickBooks 2012

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. To use QuickBooks 2012 to create purchase orders [more…]

QuickBooks 2012 Purchase Order Tips and Tricks

You should be aware of a few items when creating a purchase order in QuickBooks 2012. Many small businesses don’t use purchase orders. But when they grow to a certain size, many businesses decide to use [more…]

How to Record the Receipt of Items in QuickBooks 2012

When you receive items from a vendor, you can record the receipt using QuickBooks 2012. You typically do this when you want to record the receipt of an item even before you receive a bill for the item. [more…]

Command Buttons on the Create Item Receipts Window in QuickBooks 2012

When working with the Create Item Receipts window in QuickBooks 2012, you should be familiar with the half-dozen command buttons located at the bottom of the screen. [more…]

Simultaneously Record the Receipt and the Bill in QuickBooks 2012

In QuickBooks 2012, you can record a bill for items that you receive at the same time that you record the receipt of the items. You can do this simply by selecting the Bill Received check box that appears [more…]

Enter a Bill if You Haven’t Recorded an Item Receipt in QuickBooks 2012

If you told QuickBooks 2012 during the setup process that you want to track unpaid bills, also known as accounts payable,you can enter bills as you receive them. As you do this, QuickBooks keeps track [more…]

Enter a Bill if You Have Recorded an Item Receipt in QuickBooks 2012

To enter a bill in QuickBooks 2012 when you’ve already recorded the receipt of the item for which the bill invoices you, follow these steps: [more…]

How to Pay Bills with QuickBooks 2012

If you use QuickBooks 2012 to keep track of the bills that you owe, you don’t use the Write Checks window to record the bills that you want to pay. Rather, you tell QuickBooks to display a list of these [more…]

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