Send Your Customer's an Invoice With QuickBooks for Mac

Sometimes customers just don't pay you on time. Which can be very frustrating. That's where QuickBooks comes in! With QuickBooks for Mac you are able to send an invoice to your customer! 

 If you have an open estimate for a customer, QuickBooks lets you know this when you select  the customer name on the invoice. You can then select which estimate you want to use to create an invoice.

 Creating or editing an invoice:
1. Choose Customers; Create Invoice.
2. To create a new invoice, click the "Create an Invoice" on the left panel or click the + at the bottom of the      list. To edit an invoice, select an invoice in the list on the left panel.
3. Enter the information for the invoice, and click Save.

 Note: You can also create invoices using the Customer Center and Transaction Center.

Got Mac?
Then you need QuickBooks for Mac!
 Why?
  • Get 1-click access to what you use most:
    • The new Left Hand Toolbar lets you create shortcuts so you can move around QuickBooks even faster than before. 
  • Find what you need, faster than before:
    • You can use the enhanced, customization Centers to keep important customer, vendor, and transaction information at your fingertips.
  • See who’s paid you (and who hasn't):
    • The new Income Tracker shows all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up.
  • Keep track of sales rep performance:
    • It’s easy to run reports that identify your top sales performers, whether they're an employee or a vendor.
  • Do everyday financial tasks quickly!:
    • Easily create invoices and sales receipts to keep track of who owes you money, what they bought, and when they paid you.
    • You can log hours, bill clients, and add reimbursement expenses to your invoices.
    • Keep track of important dates with iCal/Calendar integration and import Address Book/Contacts into QuickBooks to maintain up-to-date contact information.


Comments

Post a Comment

Popular posts from this blog

How to "Un" Apply Credits In QuickBooks

Image
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
Read more

QuickBooks Password Protection

QuickBooks now requires your employees to enter a password to view their pay stubs when you e-mail them. QuickBooks generates the passwords automatically; each password consists of the first four letters of the employee's last name followed by the last four digits of their Social Security number. Examples Name:                            SSN:                         Pay Stub Password: Ben Narramore              855-56-4545             narr4545 Deb D'Spain                  782-34-3419             dspa3419 Jimmy Wu                     903-88-7465             wu7465 Note that all characters must be entered in lowercase and punctuation characters are not included in the password. When a last name has fewer than four characters, the whole last name is used (like in wu above) but no additional characters are added. You will need to inform each employee of this new password requirement
Read more

Employee Salary/Wage Rate Report

Image
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 Reports Select Employees & Payroll Select Employee Contact List from the drop-down list Once inside the report, select Modify Report in the report tool bar In 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
Read more