Creating a Purchase Order in QuickBooks
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. [more…]
Recording a Sales Receipt with QuickBooks Simple Start
You record a sales receipt when a customer pays you in full for the goods or services at the point of sale. Sales receipts work similarly to regular invoiced sales [more…]
QuickBooks Simple Start: Backing Up, the Quick and Dirty Way
You're busy. You don't have time to fool around. You just want to do a passable job of backing up, and you've decided how often you plan to do it. Sound like your situation? Then follow these steps: [more…]
Setting Up a Customer List in QuickBooks
In QuickBooks, a Customer List 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. Follow [more…]
Fixing Invoice Mistakes with QuickBooks 2005
You use the QuickBooks invoice form to bill customers for the goods that you sell. No one is perfect, so you don't need to get worked up over mistakes that you make while entering information in invoices [more…]
Creating a Job Estimate with QuickBooks 2005
QuickBooks Pro and QuickBooks Premier have a feature that's very interesting for businesses that do jobs or projects for their customers: contractors, consultants, engineers, architects, and so on. QuickBooks [more…]
Handling Payroll with QuickBooks 2003
If you want to use QuickBooks for payroll because you want to save money, aren't scared of a little paperwork, or maybe want the extra flexibility that comes with doing it yourself, you need to sign up [more…]
Running through the Setup Interview for QuickBooks Simple Start
After you know what entity form your business will use and have the QuickBooks Simple Start software installed, you're ready to set up the QuickBooks data file. The data file is the container that QuickBooks [more…]
Making a Checking Account Deposit with QuickBooks 2005
You can't write checks unless you deposit some money in your checking account. You didn't know that? Well, the next time you're taking your exercise in the prison yard, give it some serious thought. From [more…]
Using Audit Trails in QuickBooks
If you decide to allow multiple users access to the QuickBooks data file, you may want to turn on the QuickBooks Audit Trail feature. The Audit Trail feature lets you keep a record of who makes what changes [more…]
How to Use Quicken to Track Your Loans
Quicken has the ability to keep track of all of your loans — not just how much you owe, but how much you pay each month, how much of that payment is interest, and how much of that payment reduces the amount [more…]
Batch-Printing Invoices with Quickbooks 2006
If you want to print invoices in a batch in QuickBooks 2006, you need to mark the To Be Printed check box that appears in the lower-left corner of the Create Invoices window. This check mark tells QuickBooks [more…]
Dealing with Payroll Taxes in Quicken 2005
Make no mistake. Uncle Sam wants the money you withhold from an employee's payroll check for federal income taxes, Social Security, and Medicare. Uncle Sam also wants the payroll taxes you owe — such as [more…]
Entering a Check into the Quicken 2007 Register
To start working with Quicken, head to the Cash Flow Center, which looks and works (sort of) like a Web page. The Cash Flow Center provides clickable hyperlinks to some of the most popular banking and [more…]
Recording Credit Card Transactions and Payments with Microsoft Money
Besides leaving credit cards at home, one way to keep credit card spending under control is to diligently record charges as you make them. Watching the amount that you owe grow larger and larger in the [more…]
Setting Up a Credit Card Account in Quicken 2006
If you want to track credit card spending and balances with Quicken 2006, you must set up a special credit card account. (In comparison, you use bank accounts to track other things, such as the money that [more…]
How to Track Stocks with Quicken Watch Lists
You can add stocks and other investments to your Quicken Watch List to help you track them. When you set up a Watch List, you can list stocks that you own, stocks that you want to own, stocks that are [more…]
How Microsoft Money Can Help You with Your Finances
Microsoft Money 2005 takes the pain out of managing your personal finances. The popular software serves as a research tool and a means of gazing into the future. With Money 2005, you will know how much [more…]
How to Use Quicken’s Loan Calculator
You can enter any type of loan scenario and Quicken tells you how much your payments are going to be, how long it is going to take you to pay off a loan, and how much interest you are going to pay. You [more…]
Installing QuickBooks 2003 in Ten Easy Steps
If you haven't already installed QuickBooks, get it over with right now:
1. Turn on the PC.
Find and flip on the computer's power switch.
If you're installing QuickBooks on a computer running Windows NT, [more…]
Using Quicken 2007 to Track PayPal Transactions
If you use PayPal, you can and should use Quicken to track the money flowing into and out of your PayPal account. Fortunately, tracking a PayPal account with Quicken is pretty dang easy. [more…]
Retrieving QuickBooks 2006 Data You've Backed Up
What happens if you lose all your QuickBooks 2006 data? Okay, you might have one or two problems, but you can probably blame PC gremlins for those. If the disaster that caused you to lose your data also [more…]
Set Up a Mutual Fund Investment Account with Quicken 2005
If you need to track a mutual fund investment in Quicken 2005, you need to know how to set up a mutual fund account and then record your investment activities. Even if you don't invest in mutual funds, [more…]
Splitting a Transaction in Quicken 2006
Here's a sort of Quicken riddle for you: Suppose that you have a check that pays more than one kind of expense. You trot down to the grocery store, for example, and pick up [more…]
Finding a Transaction in Quickbooks 2006
When you can't remember the information that you need to find a particular entry or transaction (for a check, deposit, or transfer) in QuickBooks 2006, you can search for the information by using the Find [more…]
