Episode 7: QuickBooks 2010 Document Management

October 7, 2009 By 3 Comments

Join me as I explore one of the most intriguing new features of QuickBooks 2010, a built-in document management system.  This new feature allows you to scan a document (a bill from a vendor for example) and attach it to a transaction in QuickBooks (the bill as entered into the program).  It then allows you to pull up that original source document that was scanned in directly from the transaction screen.  It’s a great idea, but did Intuit get the implementation right?  Watch the video and then let me know what you think of this new feature.

This post was written by Michael Debyah.

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Episode 6: Dealing With Vendor Credits

September 30, 2009 By 2 Comments

You can get a credit from a vendor for a number of reasons.  The most common is probably for returning merchandise, but it may also be for a rebate or pricing error on the original bill.  No matter what the reason for the credit is, you should always make sure you use those credits and apply them against bills from that vendor.  Applying credits from vendors is one of those things in QuickBooks that confuses a lot of people.  Even thought it’s a pretty simple process, they way the program is designed and laid out makes it a little difficult to figure out on your own.

How many of you have had a problem in this area?  Tell me your story in the comments below the video!

This post was written by Michael Debyah.

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Episode 5: Paying Bills in QuickBooks

September 23, 2009 By 9 Comments

Last week I showed you how to enter bills into QuickBooks, which adds to your accounts payable balance.  This week I cover how to pay bills in QuickBooks, which will decrease the A/P balance.  It’s actually a pretty easy process, but applying discounts and credits can be a little tricky sometimes.

This post was written by Michael Debyah.

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Episode 4: Entering Bills

September 15, 2009 By 2 Comments

In this episode I go over how to enter bills from vendors into QuickBooks. It doesn’t matter if you keep your books on the cash or accrual method of accounting, you can still use QuickBooks to manage, track and pay those bills.

This post was written by Michael Debyah.

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Episode 3: The Vendor Center

September 11, 2009 By 4 Comments

Continuing our tour of the functional areas of QuickBooks takes us to the vendor center.  As the name implies, this is where you will find information about your vendors.  Here is where Quickbooks stores your vendor’s contact information as well as other set-up information about each vendor.  This is also where you will go to view historical transactions with vendors such as bills, checks and purchase orders.

This post was written by Michael Debyah.

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