Posts Tagged ‘QuickBooks’
Fast Way to Modify Reports in QuickBooks Desktop
Do you find yourself frequently changing report settings from the QuickBooks default settings? If so, you can save some time by having the Modify Report Screen come up prior to generating the report. This will save time as the report will only be generated once, instead of twice. To do this, click on Edit (1)…
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Organize Bank Accounts by Color in QuickBooks Desktop
Do you have more than one bank account in QuickBooks? Do you sometimes get confused between the bank accounts when writing checks? If so, QuickBooks has you covered with Account Color! From the Write Check window, select the Bank Account from the dropdown (1), click Edit in the menu bar (2), and then click Change…
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Customize Report Headers in QuickBooks Desktop
Do you ever have a need to modify the default header of a report in QuickBooks? If so, QuickBooks has you covered with the Customize Report options! From any report, click the Customize Report button (1), click on the Header/Footer tab (2), make changes to the Header section (3), and click the OK button (4).Your…
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How to Attach Vendor Files in QuickBooks Desktop
Have you ever wanted to attach a scanned/emailed bill to a vendor record? If so, QuickBooks has you covered with their attach feature! To attach a file, access the Vendor Center, double‑click on the Attach field (1) for the vendor needing the attachment, drag/drop the file into the Attachments window (2), and click the Done…
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How to Print Multiple Reports at Once in QuickBooks Desktop
Updated January 6, 2021 Ever need to print more than one report at the same time? Unless you’re an accountant who loves looking at financial information all day long (like me), you probably want to get into QuickBooks®, do what you need to do, and get out as quickly as possible. Trust me, I love…
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How to Set the Reminder Screen to Display Upon Opening QuickBooks Desktop
If you don’t use the reminder page in QuickBooks, you’re missing out. It is one of my favorite pages and I use it to help me prioritize tasks in QuickBooks. A neat feature available in QuickBooks is the ability to set the reminder screen to display each time you open the company file. To do…
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How to Turn Spell Checker On/Off in QuickBooks Desktop
This is a rather easy Tuesday Tip, but sometimes the easy ones are most overlooked:‑) Spell checker is a great asset to QuickBooks and can be turned on or off, although I’m not sure why you’d turn it off. To do this, click on Edit in the menu bar (1), select Preferences (2), select Spelling…
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How to Adjust the Date Warnings in QuickBooks Desktop
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)…
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How to Delete a Misspelled Word from the Dictionary in QuickBooks Desktop
Have you ever accidentally added a misspelled word to the dictionary in QuickBooks? If so, it can be somewhat annoying if you see that word surface on a printed invoice. This is an easy mistake to make and of course QuickBooks has a solution. The solution is to remove the word from the dictionary. To…
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How to Easily Create a Check Detail Report in QuickBooks Desktop
Have you ever created a check with multiple lines of detail? In those instances it may be beneficial to send a report with all the detail for the check so the receiver can apply payment appropriately.QuickBooks provides a Transaction Journal report that can accommodate this need. To access the Transaction Journal, make sure the check…
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