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Viewing entries tagged with 'quickbooks'
Limitations of Using Billing Statements in QuickBooks
Some businesses choose to bill their customers via statements instead of invoices. While this is not the best choice for most businesses, it sometimes is for businesses that bill periodically (weekly, monthly, etc.). These businesses record charges to their customers in the customer register instead of creating invoices, and then create statements summarizing the entries made in the customer register to send to their customers. Before choosing to do this, it is important to be aware of the limitations of doing so:
When to Use Statements in QuickBooks
The primary reason for using statements in QuickBooks is to remind delinquent customers that they owe you money and to summarize the amount they owe. However, some businesses use statements instead of invoices.
QuickBooks 2009 Live Community Makes Getting Help Easy
QuickBooks 2009 Live Community greatly simplifies getting help in QuickBooks. If you keep the Live Community/Help window open while you work in QuickBooks, it continually changes to suggest relevant topics to whatever it is in QuickBooks that you are currently working on. And you can choose between getting help via the standard QuickBooks Help (which is faster and easier to use than it used to be) or using Live Community to ask a question. If you choose to ask a question in Live Community, the first thing Live Community does is to check to see if your questions has already been asked and answered, in which case you can go right to the answer, as opposed to waiting for someone to answer your question.
QuickBooks 2009 Company Snapshot is Great
The QuickBooks 2009 feature that I am most excited about is the Company Snapshot. It doesn't really add any functionality, but it does make it really easy for a manager to quickly see key information that in the past they probably did not look at as often as they should. For this reason, I think the Company Snapshot alone is a reason to consider upgrading to QuickBooks 2009.
QuickBooks 2009 Has Great New Features
QuickBooks 2009 has some great new features. The top six reasons Intuit touts to upgrade to QuickBooks 2009 are:
QuickBooks Tutorials: Memorized Transactions
We recently added a number of QuickBooks tutorials related to handling recurring and memorized transactions in QuickBooks. Each QuickBooks tutorial includes step-by-step instructions and screen shots.
Deleting Memorized Transactions
Deleting memorized transactions is easy and, if you use memorized transactions a lot, worth doing periodically. It is easier to find the memorized transactions you do use if you clear the ones you no longer use out every now and then.
Editing Memorized Transactions
If you need to edit a memorized transaction, you can do so. If you are making significant changes, then it might be worth simply deleting the memorized transaction and re-entering it. However, editing the memorized transaction is easy, so both options are fine. To edit a memorized transaction, simply:
Using Memorized Transactions
There is no need to repeatedly re-enter the same information in QuickBooks for transactions you frequently make. Instead, simply create a memorized transaction which you can then use repeatedly.
Creating Memorized Transactions in QuickBooks
For transactions that you frequently enter into QuickBooks, you can save time by memorizing the transaction. This way you just open the memorized transaction when you need it, and much of the information is already there. The information that changes each time you can simply leave blank.
