Accounts Receivable in QuickBook 2013

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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…]

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…]

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 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…]

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…]

Classes for Activity-Based Costing in QuickBooks 2013

After you turn on Class Tracking in QuickBooks 2013, using classes is really straightforward. You set up classes for the product lines or service lines for which you want to measure profitability. You [more…]


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