QuickBooksGal

Create an invoice in a few easy steps: 1. Select the customer you’d like to invoice. If it’s your first customer, you’ll be guided step by step. 2. Choose your payment terms. This is the date you’d like to be paid. The default is net 30 days. 3. Enter the product or service you’re selling (e.g., design services). 4. Enter a description of the service or product for your customer (e.g., Graphic design for Jane’s website). 5. Enter the rate or how much you’ve charged the customer. 6. Choose an income account which categories your receivables (the money coming in to your business).   Customize your invoices to fit your business: You can easily customize our standard invoices to fit your business needs. Want to add discounts, show quantities, or automatically include VAT on your invoices? No problem. Just click the “customize” button on your invoice screen and discover how you can tailor the invoices to meet your specific needs. Add your logo for a professional look...

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. Did you know that you can change the default title of a form when you view it onscreen and when you print it? You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location. Today, I’m going to address changing the default title on forms, however once you get to the step where you open the Layout Designer, you’ll find that there are a lot of customizations you can make to the forms you use in QuickBooks. Here’s how: 1. Ope...