Customers

9 QuickBooks Best Practices for Payments

By |January 30th, 2014|

9 QuickBooks Best Practices for Payments
They’re not carved in stone, but accounting professionals tend to agree that these guidelines can improve the speed and accuracy of your payments – both incoming and outgoing — through QuickBooks.
Old habits are hard to break. Once you start doing something one way, it can be hard to change […]

QuickBooks Sales Tax: Company Preferences

By |March 5th, 2012|

The Sales Tax screen houses all of the options that pertain to Sales Tax. If you do not sell anything and only offer services that do not require sales tax, you do not need to use this section.

All options for this section are in the Company Preferences tab.

Do you Charge Sales Tax?

If you choose No, then […]

QuickBooks Sales and Customers: Company Preferences Part 2

By |March 4th, 2012|

Today we will finish up detailing the options in the Sales and Customers section in the Company Preferences tab. Click here to see Part 1.

Use Price Levels

Choosing this option allows you to set different prices for different customers or jobs. You can associate different price levels with different customers and it will automatically carry over […]

QuickBooks Sales and Customers: Company Preferences Part 1

By |March 3rd, 2012|

The Company Preferences tab of the Sales and Customers contains options that affect customers, so this section should not be taken lightly. Here is a breakdown of all the options that QuickBooks offers.

Sales Forms

Usual Shipping Method

Select your usual shipping method from the drop down. if it is not listed, you can add it by […]

QuickBooks Sales and Customers: My Preferences

By |March 2nd, 2012|

The Sales and Customers section has preferences that have to do with parts of QuickBooks that customers will see. The following is a break down of the options in the My Preferences tab.

Add Available Time/Costs to Invoices for the Selected Job

This section controls what happens when you create an invoice for a customer who has […]