Free Articles and Tutorials: QuickBooks

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QuickBooks

QuickBooks: Tips and Tricks

Here we provide a list of free articles and tutorials of tips and tricks that will make you more effective with QuickBooks.

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How to Add a Filter to a Report in QuickBooks

QuickBooks includes report filters that let you set custom criteria for the transactions you want to include in a report. For example, you may want to include only certain accounts in your profit and loss report in order to analyze a specific type of income and expense. This can be accomplished using filters. To add a filter to a QuickBooks report, follow these six steps.

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How to Add Credit Card Accounts in QuickBooks

Once you finish your initial company setup with Express Start, you can add credit card accounts to your chart of accounts. To set up credit card accounts for cards your company uses for purchases, follow these five steps.

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How to Add Inventory Items in QuickBooks

If you need to track inventory for your business, you can also use the item list to add inventory items. However, before you can add inventory items, you must first activate the QuickBooks inventory feature. When you activate the feature, QuickBooks adds the accounts needed for inventory to your chart of accounts. The following explains how to activate the inventory feature and add inventory items.

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How to Add Items to the Item List in QuickBooks

An item is anything that you purchase from your vendors or sell to your customers. Examples of items include products, services, late fees, and shipping charges. Before you record any sales or purchase transactions, you should plan and create the items for your item list. To add new items to the item list, follow these eight steps.

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How to Add Vendors in QuickBooks

Once you finish your initial company setup with Express Start, you can add new vendors over time. Vendor information can be added through the Vendor Center, by importing from Microsoft Outlook or other programs, or by using the Quick Add feature as you record transactions. To add a vendor through the Vendor Center, follow these seven steps.

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How to Apply Sales Tax to an Invoice in QuickBooks

When you record a sales transaction in QuickBooks, you can accept the default tax or choose a different tax item if needed. QuickBooks calculates the sales tax amount for the sales transaction. To apply tax to an invoice, follow these 11 steps.

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How to Change the Default Sales Tax in QuickBooks

QuickBooks applies sales tax automatically to invoices and sales receipts based on the default sales tax item you chose when setting your sales tax preferences. To change the default sales tax to apply, follow these four steps.

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How to Change the Header and Footer in a QuickBooks Report

Many QuickBooks report settings can be modified directly in the report window after you run the report. To modify a report's header and footer, follow these four simple steps.

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How to Close a Company File in QuickBooks

It's easy to close your company files in QuickBooks.

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How to Create a Company File in QuickBooks Using Express Start

To get started using QuickBooks, you must first create a company file. Setting up your company file correctly is crucial to the overall efficiency of the QuickBooks software. Before you begin, you may want to verify your setup information with your CPA or with a QuickBooks Pro Advisor. There are three ways to create a new company file using QuickBooks. We recommended that you use the Express Start wizard to guide you step-by-step through the setup process.

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How to Create a Memorized Report in QuickBooks

After you modify a predefined QuickBooks report, you must save it as a memorized report in order to keep your changes. To create a memorized report, follow these five steps.

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How to Create a Memorized Transfer in QuickBooks

If your business performs weekly or monthly money transfers, save data entry time by creating a memorized transfer in QuickBooks.

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How to Create a Profit and Loss Report in QuickBooks

The QuickBooks Profit and Loss Report shows your income, expenses, and net profit or loss over a specific period of time. To create a Profit and Loss Report from the Report Center, follow these four steps.

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How to Create a Sales Tax Group in QuickBooks

If you collect sales taxes from customers for multiple agencies (e.g., city and county), it may be useful to combine sales tax items into groups. By grouping, invoices and sales receipts will list only one total tax amount instead of listing each tax amount separately. To add a sales tax group in QuickBooks, follow these eight steps.

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How to Customize an Invoice Form in QuickBooks

The following shows how to create a custom invoice in QuickBooks to meet the needs of your business.

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How to Customize Preferences in QuickBooks

To view and set the preferences in QuickBooks, follow these five steps.

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How to Customize the Icon Bar in QuickBooks

The icon bar is the area immediately below the menus. It offers quick navigation and access to the most commonly used features in QuickBooks. Start any task by clicking an icon on the icon bar. You can also add or remove icons to customize which icons display on the icon bar.

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How to Delete a Memorized Transaction in QuickBooks

You can remove a memorized transaction in QuickBooks by deleting it from the Memorized Transaction List.

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How to Delete and Void Checks in QuickBooks

To cancel a check and reverse the amount that was deducted from your bank account, you can use the QuickBooks Void Check or Delete Check function. Voiding a check produces the most complete record and is recommended for most check reversal transactions. Deleting a transaction indicates the transaction never occurred and should only be used for simple errors detected prior to printing a check.

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How to Edit a Memorized Transaction in QuickBooks

Once you have memorized a transaction in QuickBooks, you can edit its name, frequency, reminder settings, and other options from the Memorized Transaction List. Just follow these five steps.

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How to Enable Class Tracking in QuickBooks

QuickBooks classes can be used to provide additional classification of your accounting transactions. To turn on the class tracking feature in QuickBooks, follow these five steps.

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How to Enter a Credit Memo in QuickBooks

Customers occasionally will purchase items or services they need to return. If a customer returns items or if an error was made when billing a client, you can issue a credit memo to adjust the customer's open balance. To enter a credit memo for a customer in QuickBooks, follow these seven steps.

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How to Enter Credit Card Charges in QuickBooks

Credit cards can be used to purchase supplies and inventory or to make bill payments. If a credit card has been set up in your chart of accounts, transactions can be entered to record charges to the credit card account. To record charges to a credit card in QuickBooks, follow these five steps.

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How to Export a QuickBooks Report to Microsoft Excel

You can export a QuickBooks report to Microsoft Excel in just a few easy steps.

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How to Perform an Advanced Find in QuickBooks

After you've entered transactions such as checks, invoices, or bills, you may find you need to edit a transaction at a later date. If you need to locate and find a transaction in QuickBooks, use the Find feature. The Find feature lets you search for specific transaction numbers, dates, or items. It can be used to perform custom searches of almost every transaction field used in the various QuickBooks forms.

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How to Quick Add a Name in a Timesheet in QuickBooks

Once you have set up timesheets in QuickBooks, you can use the Quick Add feature to add a name on the fly while you are doing data entry. To Quick Add a name in a timesheet, follow these four steps.

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How to QuickZoom on a Report Item in QuickBooks

QuickZoom is a feature that is available on accrual basis reports. QuickZoom lets you click any item in a QuickBooks report to see more detail or to zoom to the report's transaction detail. To QuickZoom on a report item in QuickBooks, follow these three simple steps.

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How to Reconcile an Account in QuickBooks

An important part of keeping accurate, up-to-date financial records is ensuring that the transactions you record in QuickBooks match the records of your financial institution. Instead of manually "balancing your checkbook" you can use the Reconcile feature of QuickBooks to quickly reconcile your bank, credit card, or loan account. The following steps show how to perform an account reconciliation.

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How to Record and Receive Customer Payments in QuickBooks

After you invoice a client and record the transaction in QuickBooks, it remains an unpaid invoice, or open invoice, until the customer remits payment. To record and receive a customer's payment in QuickBooks, follow these nine steps.

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How to Record a Sales Tax Payment in QuickBooks

After you review the sales tax payable, you can use the Pay Sales Tax window to write a check to the tax agency (do not use the Write Checks window). To record a sales tax payment, follow these eight steps.

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How to Run a Sales Tax Report in QuickBooks

When you collect sales tax from your customers you will eventually have to remit tax payments to the sales tax agencies you collect for. The frequency of your payments depends on the requirements and laws of your local agencies. To review sales tax liabilities for a range of dates, you can generate the Sales Revenue Summary report or the Sales Tax Liability report. You can run the sales tax reports in a few easy steps.

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How to Run a Time Tracking Report in QuickBooks

When you use either of the time tracking methods in QuickBooks, you can generate reports based on timed activities. These reports are useful for confirming that all billable jobs have been invoiced to customers, for confirming the hours recorded, and for seeing the total hours spent for each customer. The following explains how to run a time tracking report.

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How to Select Payments to Include in a Deposit in QuickBooks

QuickBooks keeps track of money received as you enter sales receipts and receive payments. This money is tracked in a temporary account called Undeposited Funds. Each customer payment and sales receipt is placed there until a deposit is created from the transactions. To select the payments to include in a deposit, follow these five steps.

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How to Set Up a List of Class Items in QuickBooks

Once you have decided to use class tracking in QuickBooks, it's easy to set up a list of class items.

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How to Set up a Vehicle List in QuickBooks

You can record any billable or non-billable mileage for your business's vehicles with the mileage tracking feature in QuickBooks. By recording your business trips and mileage, you can input, view, and print vehicle lists and the details of miles driven for business activities. You can then use QuickBooks reports to view or print mileage records for reviewing customer invoice amounts and for tax documentation. To set up vehicles in QuickBooks, follow these five steps.

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How to Track Time for a Single Activity in QuickBooks

You may need to track time for an activity for a customer or job that is unrelated to employee time. You can track time using the Time/Enter Single Activity window to input total hours or periodic events that are either billable or non-billable. You can record time by entering the time or by using the timer. To track time for a single activity in QuickBooks, follow these nine steps.

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How to Track Vehicle Mileage in QuickBooks

The following 11 steps show how to track vehicle mileage in QuickBooks.

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How to Transfer Funds Between Bank Accounts in QuickBooks

Follow these seven steps to record funds transfers between bank accounts using the Transfer Funds Between Accounts window in QuickBooks.

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How to Use the Account Register in QuickBooks

QuickBooks uses basic forms and windows to simplify the recording of transactions without requiring any understanding of accounting concepts. You can enter transactions directly by using the account register or by using forms.

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How to Use the Open Window List in QuickBooks

You can have multiple task windows open in QuickBooks at the same time. The Open Window List allows you to easily switch among open windows with just a few clicks.

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How to Write Checks and Enter Bills in QuickBooks

QuickBooks offers two ways to manage your bills and bill payments: Write Checks and Enter Bills. Write Checks is the quickest way to record payments. It should be used when no bill is received or to pay bills as soon as you receive them. Enter Bills is the recommended way to enter bills in QuickBooks. It should be used for purchases that you receive and pay at a later time. You should never use Write Checks to pay a bill that was entered using Enter Bills. Any bills recorded using Enter Bills must be paid using Pay Bills.

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