Create Group Items in QuickBooks Desktop Pro – Instructions

Create Group Items in QuickBooks Desktop Pro - Instructions: A picture of a user adding items to a Group item in QuickBooks Desktop Pro.
Create Group Items in QuickBooks Desktop Pro: Overview             You can create Group items in QuickBooks Desktop Pro within the Item List. You can create Group items in QuickBooks Desktop 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
Read more
No Comments

Comment on Report in QuickBooks Desktop Pro- Instructions

Comment on Report in QuickBooks Desktop Pro - Instructions: A picture of a user commenting on a report by using the feature named Comment on Report in QuickBooks Desktop Pro.
Comment on Report in QuickBooks Desktop Pro: Overview             You can use the feature named Comment on Report in QuickBooks Desktop Pro to comment on report line items. After using the feature named Comment on Report in QuickBooks Desktop Pro, you can save reports with commentary into a special “Commented Reports” group. This lesson shows you
Read more
No Comments

Create a Job in QuickBooks Desktop Pro- Instructions

Create a Job in QuickBooks Desktop Pro - Instructions: A picture of the “New Job” window in QuickBooks Desktop Pro.
Create a Job in QuickBooks Desktop Pro: Overview             You can create a job in QuickBooks Desktop Pro to track income and expenses for customer projects. You can create a job in QuickBooks Desktop Pro for a customer using the “Customers & Jobs” list. To create a job in QuickBooks Desktop Pro, open the “Customer
Read more
No Comments

Duplicate an Estimate in QuickBooks Desktop Pro – Instructions

Duplicate an Estimate in QuickBooks Desktop Pro - Instructions: A picture of a user duplicating an estimate in QuickBooks Desktop Pro.
Duplicate an Estimate in QuickBooks Desktop Pro: Overview             You can duplicate an estimate in QuickBooks Desktop Pro to create multiple estimates for the same job, if needed. For example, you may need to do this if you have a client that needs a few different pricing options for a job, and thus needs multiple
Read more
No Comments

The Bill Tracker in QuickBooks Desktop Pro- Instructions

The Bill Tracker in QuickBooks Desktop Pro- Instructions: A picture of a user performing an action on an item in the Bill Tracker in QuickBooks Desktop Pro.
The Bill Tracker in QuickBooks Desktop Pro: Overview             The Bill Tracker in QuickBooks Desktop Pro makes it easier to create and process payables and purchase orders. However, the Bill Tracker in QuickBooks Desktop Pro is not available when multicurrency is enabled within a company file. To open the Bill Tracker in QuickBooks Desktop Pro,
Read more
No Comments

Change Item Prices in QuickBooks Desktop Pro – Instructions

Change Item Prices in QuickBooks Desktop Pro - Instructions: A picture of the “Change Item Prices” window, used for changing the prices of many items at once in QuickBooks Desktop Pro.
Change Item Prices in QuickBooks Desktop Pro: Overview             One way to change item prices in QuickBooks Desktop Pro for individual items in the Item List is by opening an item’s “Edit Item” window. Then directly change the item’s price in that window. Alternatively, to change item prices in QuickBooks Desktop Pro for many items
Read more
No Comments

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,”
Read more
No Comments

Create Payment Items in QuickBooks Desktop Pro – Instructions

Create Payment Items in QuickBooks Desktop Pro - Instructions: A picture of the “New Item” window when you create payment items in QuickBooks Desktop Pro.
Create Payment Items in QuickBooks Desktop Pro: Overview             You can create payment items in QuickBooks Desktop 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
Read more
No Comments