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 combines the two.  There is more info than will fit into one 20-minute lesson, so next week we will continue [...]

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 that’s the focus of this lesson.  If you watched episode 3 “The Vendor Center” you will notice that the customer center is [...]

Episode 11: Tracking Credit Cards In QuickBooks

I got a couple of email questions about using credit cards so I thought that would be a good topic for this week.  It’s very similar to the process of entering bills and the credit card account can be thought of as another accounts payable account.  You enter all of your credit card transactions and [...]

Episode 10: QuickBooks Accountant’s Copy

As I mentioned last week, the Accountant’s Copy feature of QuickBooks is very useful and is very different than a regular backup.  It allows you to keep working in your QuickBooks data file while your accountant has a copy to work on also.  Then your accountant can export the changes they have made and you [...]

Episode 9: QuickBooks Backup and Restore

In this episode I walk through the process of backing up and restoring your QuickBooks data.  I also take a look at the Portable Company File which is similar to a backup.  You should take great care in developing a good backup strategy for your QuickBooks file.  The built-in backup and restore functions are pretty [...]

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