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 ...
Got a QuickBooks Mess? Call The QuickBooks Gal! 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! Here's a comparison o...
Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal. One of my clients recently asked if it was possible to print labels in QuickBooks… and if so, how is it done? QuickBooks prints mailing labels or Rolodex cards from any of the following lists: • Customers & Jobs- (customer names only, not specific jobs) • Vendor • Employee • Sales Rep • Other Names Here's how: Go to the File Menu, click Print Forms and then click Labels. Choose the names you want to appear on the labels or cards. QuickBooks gives several options on the “Select Labels to Print” window that displays. Click OK after choosing the options and the “Print Labels” window displays where you can select the appropriate label format that you require. That's today's QuickBooks Gal minute. Please come back for more tips and tricks for QuickBooks users. I’m Jayne Miller, the QuickBooks Gal. Thanks for listening. Got a QuickBooks Mess? Call The Quic...
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