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Search Results for: desktop

UDAS for QuickBooks Desktop: The Ultimate Cheat Sheet

Errors and other unexpected issues in QuickBooks can cause a lot of trouble, and in some cases, they can be a huge pain to try and diagnose to find a root cause. Luckily, there’s a fantastic troubleshooting technique we can use to try to narrow down what the cause of…

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How to Track Time in QuickBooks Desktop II

Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences and creating a record for a service item. This month, the focus is on using that record in the two different ways you will be using it in QuickBooks: to pay employees for their hourly…

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How to track time in QuickBooks Desktop

When you sell a product to a customer, you know it. It goes away, and your inventory count in QuickBooks is reduced by one. This tracking helps you know what is selling and what is not, and it signals when a reorder is due.

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Managing Custom Fields in QuickBooks Desktop

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a…

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How To Customize Forms in QuickBooks Desktop 2018

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

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Basic Invoicing in QuickBooks Desktop Enterprise

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

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How to Reconcile in QuickBooks Desktop

In today’s QuickBooks tutorial  we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open. If you would like us to create a video demonstrating how this is done, please leave a comment below, or…

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Using the Audit Trail in QuickBooks Desktop

It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report.

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Working with Checks in QuickBooks Desktop

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for…

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