Quickbooks, Bookkeeping and Accounting Blog

We recently added a number of QuickBooks tutorials related to managing customers and customers jobs in QuickBooks. Each QuickBooks tutorial includes detailed instructions and some commentary on things to think about. A list of recently added QuickBooks tutorials follows:

Adding Customers in QuickBooks
Using Customer Jobs in QuickBooks
Editing Customers in QuickBooks
Adding Customer Jobs in QuickBooks

Check out Samarak’s […]

[Read more →]

If you do multiple jobs for the same customer, then you should consider using Customer Jobs in QuickBooks. Read Using Customer Jobs in QuickBooks for a description of customer jobs and reasons to use them. Instructions for adding jobs to customers follow.
Click on the Customer Center icon in QuickBooks.

Right click on the customer for which […]

[Read more →]

Editing customers and customer jobs in QuickBooks is very simple. First, open the Customer Center by clicking on the Customer Center icon in QuickBooks.

Then in the QuickBooks Customer Center right click on the customer you want to edit and select Edit Customer:Job.

Then simply make the changes you want to make and click OK.

[Read more →]

If you do project-based work for your customers, then you will probably want to use customer jobs. Using job tracking allows you to analyze your financial performance by job and job type. You can easily figure out both how much money you made on a specific job and how much money you make on certain […]

[Read more →]

New customers can be added to QuickBooks at any time. When you add a new customer to QuickBooks you have the option to add information about the customer (contact info, payment terms,etc.) but you are not required to do so.
There are a couple of ways to get to the New Customer window in QuickBooks. First, […]

[Read more →]

We posted five new QuickBooks tutorials this week, four of which have to do with managing the QuickBooks chart of accounts. Every QuickBooks tutorial includes a discussion of things to think about, detailed instructions and pictures illustrating exactly what we are talking about.
Following is a list of the QuickBooks tutorials we posted this week:

Setting Up […]

[Read more →]

The most common reason to edit an account in the QuickBooks chart of accounts is to reorganize the chart of accounts by changing the account number or account name, or to make an account a subaccount of another account.
Start by opening the chart of accounts. Then click Account and select Edit Account.

Then make the necessary […]

[Read more →]

Before deleting an account from your QuickBooks Chart of Accounts, you need to be sure the account has not been used. If the account has been used in a transaction, an item or in your payroll setup, then QuickBooks won’t let you delete it. If the account is in use, then you can either make […]

[Read more →]

I highly recommend making QuickBooks accounts you are no longer using inactive. Doing so reduces the number of accounts available when entering data and thereby simplifies data entry. In addition, contrary to what most people think, the fewer accounts you use (within reason), the more valuable your financial reports are. Looking at a financial report […]

[Read more →]

Adding accounts to your Chart of Accounts in QuickBooks is easy. However, I strongly recommend that you only add accounts if absolutely necessary. People often add lots of accounts thinking that it will be useful to break their spending out into very specific categories. Instead, having too many accounts tends to make it harder to […]

[Read more →]

Only the QuickBooks Administrator can set up new users. The process of setting up new users is very simple, but you do need to think about what areas of QuickBooks you want the user to have access to and what functions you want them to be able to perform.
Start by selecting Set Up Users from […]

[Read more →]

We posted 4 new QuickBooks tutorials this week, all of which include detailed instructions for a specific topic, pictures showing exactly what we are talking about and explanations of things to think about. A list of the QuickBooks tutorials posted this week follows:

Converting Data from Peachtree to QuickBooks
Show the QuickBooks Home Page When Starting QuickBooks
Using […]

[Read more →]

Some users of QuickBooks 2008 are experiencing problems opening their QuickBooks software today. The QuickBooks loading screen appears and then quickly disappears. 
This problem does not actually have anything to do with QuickBooks itself. Instead, it occurs after installing a Windows Update from Microsoft and is caused by a damaged component of Microsoft .NET Framework 2.0. […]

[Read more →]

The tasks and the workflow which show up on the QuickBooks Home page are meant to reflect how you use QuickBooks for your business. If they don’t do so, then you can customize the QuickBooks Home page so that they will.
To customize the QuickBooks Home page you must be in single-user mode.

Click the Home icon […]

[Read more →]

The QuickBooks Home page lays out business tasks into logical groups with arrows showing how tasks relate to each other. You aren’t required to do things in the order shown, but if you are new to QuickBooks and/or new to bookkeeping, then seeing the order will probably be helpful. Here is a picture of the […]

[Read more →]