Find Transactions in QuickBooks Pro – Instructions

Find Transactions in QuickBooks Pro - Instructions: A picture of the results of a search in QuickBooks Pro shown within a “Find” window.
Find Transactions in QuickBooks Pro: Overview             To find transactions in QuickBooks Pro at a later point in time, you can use the “Find” feature. To find an invoice, or any other type of transaction, open the associated form for which you want to search. Using the example of finding an invoice, you would open
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Apply One Payment to Multiple Invoices in QuickBooks – Instructions

Apply One Payment to Multiple Invoices in QuickBooks - Instructions: A picture of a user applying a single payment to multiple invoices in the “Receive Payments” window in QuickBooks Pro.
Apply One Payment to Multiple Invoices in QuickBooks: Overview             You can apply one payment to multiple invoices in QuickBooks for a single customer. To do this, place a checkmark in the checkmark column to the left of the invoices against which you want to apply the cumulative payment amount received. Repeat this until the
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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
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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
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Adjust Inventory in QuickBooks Pro- Instructions

Adjust Inventory in QuickBooks Pro- Instructions: A picture of a user making an inventory adjustment in QuickBooks Desktop Pro.
Adjust Inventory in QuickBooks Pro: Overview             When you have loss, spoilage, or send out samples of your products, you need to manually adjust inventory in QuickBooks Pro. To adjust inventory in QuickBooks Pro, you use the “Adjust Quantity/Value on Hand” window. To view this window, select “Vendors| Inventory Activities| Adjust Quantity/Value on Hand” from
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Create Group Items in QuickBooks Pro – Instructions

Create Group Items in QuickBooks Pro - Instructions: A picture of a user adding items to a Group item in QuickBooks Pro.
Create Group Items in QuickBooks Pro: Overview             You can create Group items in QuickBooks Pro within the Item List. You can create Group items in QuickBooks Pro for items you may purchase individually but want to display as a single line item in a sales form. For instance, if you sold gravel by the
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Copy and Paste List Data from Excel into QuickBooks Pro- Instructions

Copy and Paste List Data from Excel into QuickBooks Pro- Instructions: A picture of the “Add/Edit Multiple List Entries” window in QuickBooks Pro.
Copy and Paste List Data from Excel into QuickBooks Pro: Overview             A feature that improves the speed of company file creation is the ability to copy and paste list data from Excel into QuickBooks Pro. You can copy and paste list data from Excel into QuickBooks Pro to add it into the “Customers,” “Vendors,”
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