Hey! Can I give you a quick tip? Shelly created more than a dozen short (as in around 30 seconds each) video tutorials on how to… Add a customer Add a vendor Add items Set up accounts Create an invoice Receive a payment Pay … [Read more...]
Video: Receiving payment and depositing a check
In this video, watch how Wally tracks a payment he's received from his client, Hannah. Video script Last week, Wally the Web Designer sent one of his customers, Hannah, an invoice for the work he did to redesign her web site. Today he got … [Read more...]
Video: Using estimates, invoices, and receive payments to get paid
In this video, you'll see how Wally the web designer creates an estimate, invoices, then receives payment for work that he does. Video script: Web Designer Wally is looking for work! Hannah, who owns a magic shop called Hannah’s Illusion … [Read more...]
Video: Creating an invoice in QuickBooks 2013
In this video, watch how Wally uses QuickBooks for Mac to invoice a customer for work he's done for her. Video Script Wally’s finished his work on the new web site he designed and built for Hannah’s Illusion Supplies. He’d really like to get paid … [Read more...]
Importing items into QuickBooks
Even though you're new to QuickBooks, you may not be new to running your business. If you have a list of products or services you sell in a spreadsheet, you can import that information into QuickBooks. I'll show you how in this video. Video … [Read more...]
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...]
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...]
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