QuickBooks 2013

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Set the Send Forms Preferences in QuickBooks 2013

The My Preferences tab for the Send Forms Preferences set in QuickBooks 2013 lets you check a box to specify whether the To Be E-mailed check box is selected for customer invoices; click an option button [more…]

Control Spell Checking in QuickBooks 2013

No company preferences exist for the Spelling Preferences in QuickBooks 2013, but the My Preferences tab provides several options for controlling how spell checking works for you within QuickBooks. [more…]

Set Time & Expenses Preferences in QuickBooks 2013

To turn on time tracking within QuickBooks 2013, enable Do You Track Time? by selecting the Yes radio button in the Company Preferences tab for the Time & Expenses Preferences set. You can also use the [more…]

How to Access QuickBooks 2013 Preferences Settings

You can specify how QuickBooks 2013 works for you by setting preferences. In fact, much of what you do when you run the QuickBooks Setup using the Advanced Setup route is provide information that QuickBooks [more…]

How to Set QuickBooks 2013 Accounting Preferences

The My Preferences tab of the Accounting Preferences set provides a single option: You can tell QuickBooks 2013 you want it to autofill information when recording a general journal entry. [more…]

How to Set General Accounting Options in QuickBooks 2013

QuickBooks 2013’s Company Preferences tab provides the following five general accounting check boxes, as well as date warnings and closing date settings. [more…]

How to Change the QuickBooks 2013 Desktop View

The My Preferences tab of the Desktop View Preferences set provides View radio buttons — One Window and Multiple Windows — that let you indicate whether QuickBooks 2013 should use one window or multiple [more…]

How to Set QuickBooks 2013 General Preferences

The QuickBooks 2013 My Preferences tab of the General Preferences set provides check boxes that you can select to tell QuickBooks to do the following: [more…]

How to Control Integrated Applications in QuickBooks 2013

The Integrated Applications Preferences in QuickBooks 2013 aren’t personal, so no options are available on the My Preferences tab. However, the Company Preferences tab for the Integrated Applications Preferences [more…]

How to Control Inventory in QuickBooks 2013

No personal preferences are available for inventory tracking and control, but QuickBooks 2013 provides several Company Preferences features regarding inventory and items. You can turn the QuickBooks inventory [more…]

Control How Jobs and Estimates Work with QuickBooks 2013

Because no personal preferences are available for Jobs & Estimates preferences in QuickBooks 2013, the My Preferences tab for this Preferences set shows no options. However, you have several Company Preferences [more…]

How to Deal with Multiple Currencies in QuickBooks 2013

QuickBooks 2013 supports multiple currencies. To turn on QuickBooks’ multiple currencies feature, choose the Edit→Preferences command, select the Multiple Currencies option from the list box, and click [more…]

Tell QuickBooks 2013 How Reminders Should Work

The My Preferences tab of the Reminders Preferences set consists of just one check box: You can use it to tell QuickBooks 2013 that you want to see the Reminders list when you open a company file. [more…]

QuickBooks 2013 Customers Menu Odds and Ends

The Customers menu in QuickBooks 2013 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…]

Choose a QuickBooks 2013 Invoice Template to Customize

To choose an invoice template to customize, display the Create Invoices window in QuickBooks 2013 by choosing the Customers→Create Invoices command. Then select the template that most closely matches what [more…]

Easy Invoice Customizations in QuickBooks 2013

The Basic Customization dialog box in QuickBooks 2013 provides you with several easy-to-make invoice customization choices. To identify which invoice form template you want to customize, double-click the [more…]

Customize QuickBooks 2013 Invoices with the Layout Designer Tool

If you’ve used the Basic Customization and the Additional Customization dialog boxes in QuickBooks 2013 to customize your invoice’s appearance and still aren't satisfied, click the Layout Designer button [more…]

How to Invoice a Customer in QuickBooks 2013

To invoice a customer in QuickBooks 2013, 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 2013 Invoices

If you click the Spelling button, which appears along the top edge of the Create Invoices window in QuickBooks 2013, QuickBooks checks the spelling of the words that you’ve used on the invoice. If QuickBooks [more…]

Use a Weekly Time Sheet to Bill for Time in QuickBooks 2013

QuickBooks 2013 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 2013

Timing or recording individual activities is one of two methods that QuickBooks 2013 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 2013 Invoice

To add billable time and cost to an invoice in QuickBooks 2013, 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 Record a Sales Receipt in QuickBooks 2013

A sales receipt looks very, very similar to an invoice in QuickBooks 2013. 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 2013

You can record credit memos in QuickBooks 2013. 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 2013

When a customer pays an invoice that you have previously sent, you choose the Customers→Receive Payments command in QuickBooks 2013 to record the payment. To use this command to record a payment, choose [more…]

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