Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the last article in a series about moving your historical data into QuickBooks. In previous articles, I gave you an overview … [Read more...]
Making the move, Part 3: Enter customer transactions
Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the third in a series of articles about how to get your historical data into QuickBooks. In my first two articles, I gave you a … [Read more...]
Making the Move, Part 2: Entering vendor transactions
Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the second in a series of articles about how to get your historical data into QuickBooks. In my first article, I gave you a … [Read more...]
Making the move, Part 1: Entering historical transactions into QuickBooks
Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other Author's Note: This is the first—a brief overview—in a series of articles explaining how to get your business history into … [Read more...]
Video: Overview of the Customer Center
In this video, I show you how to add customers and jobs using the Customer Center. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. We’re going to dig into … [Read more...]
Video: Introduction to Jobs
QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about how jobs help him organize his transactions. https://www.youtube.com/watch?v=dyVLHiiW9Xo Video … [Read more...]
Video: Which form do I use? (estimates, invoices, and sales receipts)
Ever wonder what the difference is between estimates and invoices? And when do you give a customer a sales receipt? Follow Charlie the Web Designer as he uses all three forms. https://www.youtube.com/watch?v=AwbFuExIAmQ Video script: The QuickBooks … [Read more...]
Video: Creating an Invoice in QuickBooks 2011 for Mac
It's video week on Little Square! We'll be posting lots of videos during the week specifically for QuickBooks 2011 for Mac. In this video tutorial, I show you how to create an invoice. This is for all you newbies out there who told us you wanted more … [Read more...]
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