QuickBooks 2014

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Control Spell Checking in QuickBooks 2014

In QuickBooks, no company preferences exist for the Spelling Preferences dialog box, 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 2014

To turn on time tracking within QuickBooks, go to the Company Preferences tab of the Time & Expenses Preferences dialog box. Enable Do You Track Time? by selecting the Yes radio button. [more…]

Set the Checking Preferences in QuickBooks 2014

In QuickBooks, if you display the Preferences dialog box and click the Checking icon, QuickBooks displays either the My Preferences tab or the Company Preferences tab. [more…]

Choose a QuickBooks 2014 Invoice Template to Customize

Although you can choose a predefined invoice form template for your invoices, QuickBooks gives you more flexibility than that. You can also create custom invoice form templates to design an invoice that [more…]

Additional Customization Options for QuickBooks 2014 Invoices

QuickBooks’s form customization tools easily confuse new QuickBooks users. But typically, the way to start any customization is to fiddle with what QuickBooks calls its Additional Customization options [more…]

Basic Invoice Customizations in QuickBooks 2014

The Additional Customization dialog box in QuickBooks, provides a Basic Customization button. If you click this button, QuickBooks displays the Basic Customization dialog box, which provides several easy-to-make [more…]

Customize QuickBooks 2014 Invoices with the Layout Designer Tool

Perhaps you’ve used QuickBooks 2014's Basic Customization dialog box to make some changes to your invoice’s appearance, and you haven’t been satisfied. Maybe you’ve gone the extra mile and noodled around [more…]

How to Invoice a Customer in QuickBooks 2014

To invoice a customer in QuickBooks, you use the Create Invoices window to identify the customer and to specify the amount that the customer owes. [more…]

How to Check Your Spelling on QuickBooks 2014 Invoices

When you're invoicing customers from QuickBooks, you might want to check your spelling. If you click the Spelling button, which appears along the top edge of the Create Invoices window on the Formatting [more…]

Time Single Activities to Bill for Time in QuickBooks 2014

Most of the time, line items that appear on an invoice are items that you describe in the Item list and then quantify directly in the invoice. However, in some service businesses, you may actually sell [more…]

Use a Weekly Time Sheet to Bill for Time in QuickBooks 2014

QuickBooks 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 the [more…]

How to Set Up a Customer List in QuickBooks 2014

A Customer list in QuickBooks 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. [more…]

How to E-Mail Invoices in QuickBooks 2014

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

How to Record a Sales Receipt in QuickBooks 2014

To bill a customer in QuickBooks, you create an invoice. To record the fact that you sold the customer some item — presumably because the customer simultaneously purchases and pays for the item or service [more…]

How to Record Credit Memos in QuickBooks 2014

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

How to Receive Customer Payments in QuickBooks 2014

When a customer pays an invoice that you’ve sent, you choose a command from the Customers menu to record the payment. To record a customer payment, follow these steps: [more…]

How to Assess Finance Charges with QuickBooks 2014

You can tell QuickBooks 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 2014 Customers Menu Odds and Ends

The Customers menu in QuickBooks supplies several commands that are noteworthy — perhaps even useful — and deserve discussion. The following commands may be available on your Customers menu: [more…]

How to Create a Purchase Order in QuickBooks 2014

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

QuickBooks 2014 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 2014

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

Command Buttons on the Create Item Receipts Window in QuickBooks 2014

When working with the Create Item Receipts window in QuickBooks 2014, 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 2014

You can record a bill for items that you receive at the same time that you record the receipt of the items in QuickBooks 2014. You can do this simply by selecting the Bill Received check box that appears [more…]

Enter a Bill for an Unrecorded Item Receipt in QuickBooks 2014

If you told QuickBooks 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 of the [more…]

Enter a Bill for a Recorded Item Receipt in QuickBooks 2014

To enter a bill into QuickBooks 2014 when you’ve already recorded the receipt of the item for which the bill invoices you, follow these steps: [more…]


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