QuickBooks® Desktop

By default, QuickBooks sets each Vendor record to “Not eligible to receive a 1099.” So, if you have Vendors that may need to receive a 1099, you’ll have to set each Vendor record accordingly. To set a Vendor to be eligible to receive a 1099, while in the Vendor Center double click on the Vendor…

Setting the default payment terms for a vendor comes in handy when you’re inputting bills. Once set, the payment terms will automatically populate on the bill when the vendor name is selected from the Vendor dropdown on the Enter Bills screen. To set the default payment terms for a vendor, while in the Vendor Center…

Just wanted to share some news about what happened in June and plans for July. At the end of June my new video training course 7 Ways to Improve your QuickBooks® Workflow was completed and published! It’s nearly an hour in length and covers seven changes/techniques to improve your workflow in QuickBooks® Online Essentials or QuickBooks® Online…

Updated January 6, 2021 When planning to print checks in QuickBooks® Desktop, there are a few things you’ll want to know like… Where to Order Business Checks Searching online to find a reputable source for business checks with fraud-prevention security features that will work with QuickBooks® Desktop can be overwhelming. So you’ll be happy to…

If you’ve ever received a payment at the time of a sale (instead of invoicing the customer), you’ll want to create a sales receipt. In QuickBooks this is a fairly simple process.From the menu bar click Customer (1) and click Enter Sales Receipt (2). Once the Sales Receipt displays, select the appropriate Customer: Job (3)…

Just wanted to share some news about what happened in May and plans for the future. Video recording started on my newest course: 7 Ways to Improve your QuickBooks® Online Workflow. This course is all about saving time and being more efficient in QuickBooks® Online. It should be released near the end of June/early part of…

Custom ﬁelds can be very useful and thankfully QuickBooks allows you to create your own. In the example I created for this tutorial, I thought it’d be a good idea to create a custom field called “Contract Numbers” for Customers and Jobs. This could be very useful when running reports as you can add the…

If you’ve ever had a question while using QuickBooks you can easily ask the question and get an answer quickly with their Help function right in QuickBooks. This is very convenient and really helpful.To do this, from the menu bar click Help (1) and click QuickBooks Help (2). Once the Have a Question? window displays, type…

Tax season is over and there’s a sense of relief which is always welcome after busy season. Despite not preparing income tax returns, I’m still very active with helping clients prepare their info for tax prep. It’s nice to turn down the intensity level for a bit and focus on more projects. Here’s what’s coming…

QuickBooks allows you to attach ﬁles to checks. This is a really cool feature that allows you to treat QuickBooks like a ﬁling cabinet and the best part is it allows you to link thereceipt/invoice to the check that paid it….no more guessing if this was the check that paid the invoice or if it was…

How to Set a Vendor Record to be Eligible for a 1099 in QuickBooks Desktop

How to Set the Default Payment Terms for a Vendor in QuickBooks Desktop

June 2018 Update

QuickBooks® Check Printing – How to Align Pre-Printed Checks in QuickBooks Desktop

How to Create a Sales Receipt in QuickBooks Desktop

May 2018 Update

How to Create a Custom Field in QuickBooks Desktop

An Easy Way to Get Answers to Your QuickBooks Desktop Questions

April 2018 Update

Attaching Files to Checks in QuickBooks Desktop