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 to understand it, you have to think about the process of events that take place throughout [...]

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 are several different possibilities to think about.  The customer can either pay the exact amount that they owe, [...]

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 items.  The discussion veers into inventory territory for a while, but that is all related to items anyway. [...]

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 [...]

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