Accounts Receivable in QuickBook 2014

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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 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 Add an Inventory Part to the Item List in QuickBooks 2014

Inventory parts are those items in invoices and purchase orders that represent physical goods that you buy, hold, and sell. For example, if you’re a retailer, all that stuff that’s sitting out on the shelves [more…]

How to Add a Non-Inventory Part to the Item List in QuickBooks 2014

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

How to Add an Other Charge Item to the Item List in QuickBooks 2014

To set up an other charge item in QuickBooks, display the New Item window and select Other Charge from the Type drop-down list. When you do, QuickBooks displays the Other Charge version of the New Item [more…]

How to Add a Group Item to the Item List in QuickBooks 2014

To create a group item in QuickBooks, display the New Item window and select Group from the Type drop-down list. When QuickBooks displays the group version of the New Item window, use the Group Name/Number [more…]

How to Add a Discount Item to the Item List in QuickBooks 2014

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

Add a Sales Tax Item or Group to the QuickBooks 2014 Item List

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

Add Custom Fields to Items on the QuickBooks 2014 Item List

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

Adjust Physical Counts and Inventory Values in QuickBooks 2014

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, you periodically physically [more…]

How to Adjust Price Levels in QuickBooks 2014

QuickBooks 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. [more…]

QuickBooks 2014 Change Item Prices Command

The Change Item Prices command in QuickBooks, which appears on the Customers menu, displays the Change Item Prices window. This window lets you change prices of a bunch of items at one time by an amount [more…]

Track Inventory in Manufacturing Firms with QuickBooks 2014

Tracking inventory in a manufacturing firm in QuickBooks is more difficult than in other types of businesses. When you boil down everything to its essence, the problem stems from a couple of tricky accounting [more…]


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