Video: Renaming rules and Add Multiple with online banking

If you've ever checked a bank statement or downloaded transactions into QuickBooks, you've probably noticed transactions with extra numbers and letters. Some are dates, others are transaction numbers to give a couple of examples. Sorting through this … [Read more...]

Video: How QuickBooks can help you remember things

QuickBooks® has two ways to remind you of the things you need to do: reminders and iCal. Reminders list Using reminders. Say you've entered a bill or put something on your QuickBooks® To Do list. These things can then go onto your Reminders list. … [Read more...]

Layout Designer: More customization tips for your forms

In a previous video, I showed you how to user Layout Designer to add a logo and change the fonts on your form templates. In this video, I'll show you how to work with objects on the form to get it to look just the way you want them to. Video … [Read more...]

Time sheets and progress invoicing

Progress invoicing is a great way to invoice your customers over time for work you do for them. And many times, that work involves billable time. So how do you apply that billable time to a progress invoice? A couple of things to understand Before … [Read more...]

Printing checks and other forms in a batch

If you ever wondered if you could print checks or other forms all together in a batch, here's how you do it. Video script: Hi. I’m Shelly with the QuickBooks for Mac team. Last week a I got a great question from one of our users. She asked … [Read more...]

So many choices, Part 2: Vendor transactions and more

This article is Part 2 of a two-parter on the transactions you can use in QuickBooks. Part 1 covers customers. This one covers vendors. With vendors, it's all about spending money. You need stuff to run your business, whether that's new inventory … [Read more...]

So many choices, Part 1: Customer transactions

This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]

Bad debt: What to do when you don’t get paid

Is there anything worse than a customer who doesn’t pay you? OK, maybe a bounced check, but not getting paid at all is just so bad. Then you’ve got that invoice or statement just hanging around in QuickBooks. Well, I can’t get your customers to pay … [Read more...]

Add a report or any window to your toolbar

One of the things I love about QuickBooks is how you can customize it. And the toolbar is one of the things you can customize the most. I got to show off this recently when a customer asked me this question on Twitter: "Can I add a report to my … [Read more...]

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