Got a QuickBooks Mess? Call The QuickBooks Gal!
Welcome to the QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal
Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills).
So here is how it is done:
For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice.
For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then re-enter the credit…
Welcome to another QuickBooks Gal Minute. I'm Jayne Miller, The QuickBooks Gal. Do you need to produce a report by Employee that lists only Employee Name and Wage Rate?In QuickBooks that's easy! Here's how to modify a standard report to include the data you want to report.
In the top tool bar, select ReportsSelect Employees & PayrollSelect Employee Contact List from the drop-down listOnce inside the report, select Modify Report in the report tool barIn the "column" section, remove the check marks from the information choices you don't need.In the "column" section, place a check mark next to "Employee"In the "column" section, place a check mark next to "Earnings/1 Rate"This will customize the report to include only employee names & salary/wage amounts.
As you explore the Modify window, you will find that there are many useful information options you can use to create really great custom reports...by the way, you can…
Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal
Do you know the difference between a QuickBooks Back up (.qbb), QuickBooks Portable file (.qbm), Accountant's Copy (.qbx) and a QuickBooks Company file (.qbw)?
As a consultant & a bookkeeper, I am often asked what's the difference between these types of files.
Many times a client will bring me their work along with what they think is a backup when, in fact, they have just copied the entire QuickBooks company file.
Of course, I can't restore from that type of file, however I can drag & drop it into the proper directory on my computer in order to process their work.
However, if they had just brought a backup or portable file, then I could have restored and worked just as easily and they would not risk their company file by copying it....I am always afraid that I might accidentally delete it, so I stay away from that option!