QuickBooks 2013

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How to Assess Finance Charges with QuickBooks 2013

You can tell QuickBooks 2013 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…]

How to E-Mail Invoices in QuickBooks 2013

You can e-mail an invoice from QuickBooks 2013. To do this, click the Email button, which appears at the top of the Create Invoice screen on the Main tab. [more…]

Vendor Menu Commands in QuickBooks 2013

When you're working with accounts payable in QuickBooks 2013, you frequently will use several of the commands on the Vendor menu. Some of the commands aren't so popular, however, but you still need to [more…]

Your Item List in QuickBooks 2013

QuickBooks 2013 provides a bunch of different ways to see the information that you’ve stored in your Item list. You may already know some of this stuff if you’ve worked with QuickBooks a bit. Some of it [more…]

How to Add a Service Item to the Item List in QuickBooks 2013

You use service items in QuickBooks 2013 to purchase or bill for items that represent service. For example, a CPA prepares tax returns for individuals and businesses. When they bill a client for preparing [more…]

How to Add Items to the Item List in QuickBooks 2013

You can add a bunch of different types of items to the Item list in QuickBooks 2013. Remember that the Item list stores descriptions of anything that you stick on an invoice or purchase order. [more…]

How to Add an Inventory Part to the Item List in QuickBooks 2013

Inventory parts are those items that appear on invoices and purchase orders and represent physical goods that you buy, hold, and sell. QuickBooks 2013 can help you track inventory parts. For example, if [more…]

How to Add a Non-Inventory Part to the Item List in QuickBooks 2013

To add a non-inventory part — which is a tangible good that you sell but for which you don’t track inventory — display the New Item window and select Non-Inventory Part in the Type drop-down list. When [more…]

How to Add an Other Charge Item to the Item List in QuickBooks 2013

You can use QuickBooks 2013 to set up and track other charge items. An other charge item is an item that you use to purchase or bill for things such as miscellaneous labor or services; materials that you [more…]

How to Add a Group Item to the Item List in QuickBooks 2013

A group item lets you more easily invoice customers in QuickBooks 2013 when, from the customer’s perspective, he or she is buying a single item, but from your perspective, you’re actually selling several [more…]

How to Add a Discount Item to the Item List in QuickBooks 2013

A discount item subtracts either a fixed amount or a percentage from a subtotal. To set up a discount item in QuickBooks 2013, display the New Item window. Next, select the Discount entry from the Type [more…]

How to Add a Payment Item to the Item List in QuickBooks 2013

If you sometimes accept payments when you invoice a customer, you can create a payment item in QuickBooks 2013 and then add the payment item to the bottom of the invoice. If you do this, the invoice, the [more…]

How to Add a Sales Tax Item or Group to the Item List in QuickBooks 2013

If you sell items that are subject to sales tax, you also include line items on your QuickBooks 2013 invoices that charge for and track these sales taxes. To do this, you create sales tax items. To create [more…]

How to Add Custom Fields to Items on the Item List in QuickBooks 2013

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 2013. [more…]

Adjust Physical Counts and Inventory Values in QuickBooks 2013

Inventory shrinkage, spoilage, and (unfortunately) theft all combine to reduce the inventory that you physically have. In order to record these inventory reductions in QuickBooks 2013, you periodically [more…]

How to Adjust Price Levels in QuickBooks 2013

Price levels in QuickBooks 2013 are kind of weird; they let you individually adjust the price of an item up or down. For example, if you’ve agreed to discount items by 10 percent for a certain customer [more…]

QuickBooks 2013 Change Item Prices Command

QuickBooks 2013 provides a couple of handy commands and tools that you can use to change the prices that you charge customers for your products and services. The Change Item Prices command, which appears [more…]

Track Inventory in Manufacturing Firms with QuickBooks 2013

Tracking inventory in a manufacturing firm, with the help of QuickBooks 2013 or not, is more difficult than in other types of businesses. When you boil down everything to its essence, the problem stems [more…]

How to Create a Purchase Order in QuickBooks 2013

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 2013 to create purchase orders [more…]

QuickBooks 2013 Purchase Order Tips and Tricks

You should be aware of a few items when creating a purchase order in QuickBooks 2013. 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 2013

When you receive items from a vendor, you can record the receipt using QuickBooks 2013. 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 2013

When working with the Create Item Receipts window in QuickBooks 2013, you should be familiar with the half-dozen command buttons located in different areas of the Create Item Receipts window:     [more…]

Simultaneously Record the Receipt and the Bill in QuickBooks 2013

In QuickBooks 2013, 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 2013

If you told QuickBooks 2013 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 2013

To enter a bill in QuickBooks 2013 when you’ve already recorded the receipt of the item for which the bill invoices you, follow these steps: [more…]

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