Inactivate List Items in QuickBooks – Instructions

Inactivate List Items in QuickBooks - Instructions: A picture of inactivated list items within the “Customers & Jobs” list in QuickBooks.
Inactivate List Items in QuickBooks: Overview             This lesson shows you how to inactivate list items in QuickBooks. In QuickBooks, you can only delete list items you have not used in any transactions. If you try to delete a list item you used in a transaction, QuickBooks warns you that it cannot be deleted. If
Read more
No Comments

Create Service Items in QuickBooks Pro- Instructions and Video

Create Service Items in QuickBooks Pro- Instructions: A picture of a user creating a service item within the sample company file in QuickBooks Pro.
Create Service Items in QuickBooks Pro: Overview             You can create service items in QuickBooks Pro within the Item List. You create service items in QuickBooks Pro for the services you provide. This helps you avoid repeatedly typing the same line item information into sales forms.             You create service items in QuickBooks Pro by
Read more
No Comments

Create Other Charge Items in QuickBooks Pro- Instructions

Create Other Charge Items in QuickBooks Pro- Instructions: A picture of an Other Charge item within QuickBooks Pro.
Create Other Charge Items in QuickBooks Pro: Overview             You can create Other Charge items in QuickBooks Pro within the Item List. After creating Other Charge items in QuickBooks Pro, you can use them to collect amounts for miscellaneous amounts in sales forms. For example, you can use them to collect freight charges or photocopying
Read more
No Comments

Change Item Prices in Sage 50- Instructions

Change Item Prices in Sage 50- Instructions: A picture of a user changing item prices in Sage 50.
Change Item Prices in Sage 50: Overview             You can change item prices in Sage 50 for a range of selected items at once. To change item prices in Sage 50, select “Maintain| Item Prices…” from the Menu Bar. Doing this then opens the “Maintain Item Prices – Filter Selection” window. Then set the desired
Read more
No Comments

Rename List Items in QuickBooks Pro – Instructions

Rename List Items in QuickBooks Pro - Instructions: A picture of a user renaming an item in the “Item List” in QuickBooks Pro by using the “Edit Item” window and also merging it with another, existing item.
Rename List Items in QuickBooks Pro: Overview             You can easily rename list items in QuickBooks Pro. However, there is no specific “Rename” command in QuickBooks Pro. So, to rename list items in QuickBooks Pro, open the “Edit [list item type]” window for the selected type of list item. For example, open the “Edit Customer”
Read more
No Comments

Create a Purchase Order in QuickBooks Online – Instructions

Create a Purchase Order in QuickBooks Online - Instructions: A picture of the vendor address information at the top of the “Purchase Order” form in QuickBooks Online.
Create a Purchase Order in QuickBooks Online: Overview             To create a purchase order in QuickBooks Online, click the “Create” button. Then click the “Purchase Order” link under the “Vendors” heading in the drop-down menu. Doing this then opens the “Purchase Order” window. Use the drop-down in the upper-left corner of the page to choose
Read more
No Comments

Create Discount Items in QuickBooks Pro – Instructions

Create Discount Items in QuickBooks Pro - Instructions: A picture of a user creating a “Discount” item within QuickBooks Pro.
Create Discount Items in QuickBooks Pro: Overview             This lesson shows you how to create Discount items in QuickBooks Pro in the Item List. When added to a sales form, a Discount item applies its discount to the line item amount directly above it. However, it is not applied to any other line items previously
Read more
No Comments

Create Payment Items in QuickBooks Pro – Instructions

Create Payment Items in QuickBooks Pro - Instructions: A picture of the “New Item” window when you create payment items in QuickBooks Pro.
Create Payment Items in QuickBooks Pro: Overview             You can create Payment items in QuickBooks Pro within the Item List. Payment items subtract the customer payment amount from the total invoice amount shown when creating an invoice. Payment items receive and apply a partial payment to an invoice at, or before, the time you create
Read more
No Comments