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 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

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

Create Discount Items in QuickBooks Desktop Pro – Instructions

Create Discount Items in QuickBooks Desktop Pro - Instructions: A picture of a user creating a “Discount” item within QuickBooks Desktop Pro.
Create Discount Items in QuickBooks Desktop Pro: Overview             This lesson shows you how to create Discount items in QuickBooks Desktop 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
Read more
No Comments

Void a Check in QuickBooks Desktop Pro- Instructions and Video Lesson

Void a Check in QuickBooks Desktop Pro - Instructions and Video Lesson: A picture of a user voiding a check in QuickBooks Desktop Pro.
How to Void a Check in QuickBooks Desktop Pro: Overview             You can void a check in QuickBooks Desktop Pro that you have created, if necessary. To void a check, first open the check to void and display it in the “Write Checks” window. Then select “Edit| Void Check” from the Menu Bar to void
Read more
No Comments

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 Desktop 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
Read more
No Comments

Rename List Items in QuickBooks Desktop Pro – Instructions

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