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Customer Orders

Sales Orders is a feature found in the Premier and Enterprise levels of QuickBooks only. The sales order creates a non-posting...

Managing Purchases in QuickBooks

Purchase orders, like estimates and sales orders, are non-posting. The QuickBooks user is free to create as many as desired, void,...

The Value of Estimates in QuickBooks

Typically thought of as a feature for contractors, Estimates in QuickBooks are near-necessary forms for any company that is project...

A Wage Garnishment Order. Now What?

Those who do payroll in QuickBooks will find it necessary from time to time to create a payroll item. One of the most common is when a...

QuickBooks Price Levels

Using discounts on a more regular basis or as the normal price for certain customers, Price Levels will offer an easier solution. Price...

Making an Invoice of Your Own

Adding the Company Phone Number to an Invoice Template A fact that many QuickBooks users do not know is that various forms used in...

Is it a Check or a Bill?

This is a question that arises from time to time. Should I be entering expenses into QuickBooks as checks or as bills? To answer that, we...

Collecting Money

In our last post we examined sales forms in QuickBooks. A logical next step to looking at QuickBooks features is collecting money. When...

How to Sell Stuff in QuickBooks

Sales forms Let’s take a brief tour of sales forms in QuickBooks. How many are there. Very few get this, but there’s actually three....

Tips for QuickBooks Bank Reconciliation

Today’s post discusses several tips to make reconciling the bank account in QuickBooks easier. First, navigate to the bank reconciliation...

QuickBooks Own Book of Lists

An integral part of tracking hundreds of transactions within a computer program like QuickBooks, is lists. Lists of customers, of...