QuickBooksGal

Here are step by step directions on how to enter a bill in QuickBooks 2013. 1. Under the Vendor tab (at the top of the screen) select Enter Bills OR Use the Enter Bills icon on the home page. 2. Select/Add the vendor you wish to pay from the drop down menu.  3. Enter the bill information such as the current date, the reference number, the amount due, and when the bill must be paid by.  4. You can also add the terms, discount date, and a memo if you would like to include the bill details.  5. Code the bill by selecting the approproate account. You can also assign a customer and/or class to the bill.  6. Click Save and Close. Done! Here is a video showing what to look for in QuickBooks.  Got a QuickBooks® Mess?  Call the QuickBooksGal! (775) 348-9225

Pay your credit card in full each month - paper check or online #1 -   If you pay your monthly bill in full, just  Write a Check  to the credit card company. You will then "expense" the charges in the accounting section of the check. Don't forget that yo u have two tabs in the section where you enter your expenses....one is for expenses, and one is for items (affect inventory & Cost o f  Goods Sold). You can switch back and forth between the two tabs in order to record all expenses and items purchased with the credit card. The total of the two tabs should equal the total of the Credit Card Amount you wish to pay. If you pay your card online, you can enter "online" or the authorization number as the check number. #2  -   Select  Enter Bills  to create a bill. Use the same method to "expense" the charges as you did in Method #1. Then you can schedule the bill for payment  at a later date. Record all Credit Card Charges - Make Parti...

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 ...

“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Call The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Today's topic: Creating and using Vendor Credits in QuickBooks. One of our listeners recently wrote in a question asking about posting a credit from a vendor. She received a voucher for services and wasn't sure how to record it. Well, fortunately, this is an easy process. 1 - Post the credit just like a bill, but change the form to a credit 2 - Post your bills normally 3- When you are ready to pay the bill, select it and you will notice that the Credits & Discounts button in the lower right-hand corner of the pay bills window will activa...

“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. My office recently received a call from a client who had a bit of a mystery. Her previous bookkeeper had used part of a credit on a bill when she paid a vendor, leaving part of the credit remaining open and unapplied. She had no idea when this happened, which bill received the partial credit, and no clue how to research the history of transactions She needed help finding the bill on which the partial credit was applied. While there may be other ways to find the answer, here's how we helped her find the answer: 1 - Go to the Vendor Center. 2 - Click on the Transacti...