Saturday, July 31st, 2010

Latest Podcasts

Episode 16: Making Deposits

Episode 16: Making Deposits

One of the most misunderstand areas of QuickBooks is the mysterious “Undeposited Funds” account.  This really confuses a lot of people and in this episode I try to explain how it works and why it is useful.  In order... 

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Episode 15: Receiving Customer Payments

Episode 15: Receiving Customer Payments

After the last 2 episodes you should have a good idea of how to create invoices to your customers.  The next step is to get paid!  The “Receive Payments” procedure in QuickBooks is pretty straightforward but there... 

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Episode 14: Invoices and Items (continued)

Episode 14: Invoices and Items (continued)

I continue the discussion about using QuickBooks items on invoices, bills and checks.  I use a brand new company file with no other transactions to demonstrate the accounting that goes on behind the scenes when using different... 

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Episode 13: Invoices and Items

Episode 13: Invoices and Items

Carrying on with our discussion of customer-related activities in QuickBooks, this week we look at creating invoices.  You can’t really talk about invoices without also talking about items and how they work, so this lesson... 

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Episode 12: The QuickBooks Customer Center

Episode 12: The QuickBooks Customer Center

After a long hiatus…I’m back!  Since we’ve covered several vendor-related activities in QuickBooks, I wanted to move on to dealing with customers.  The logical place to start is with the customer center so... 

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