Jun 16, 2012  Jemel Smith demos How to add a Watermark to your QuickBooks Invoices. Learn more about QuickBooks at www.JemelSmith.com/QuickBooks. Entering business, travel, office and other receipts into QuickBooks is a time-consuming task, but a variety of receipt scanning applications, scanners and services can speed up the data entry process. Receipt scanners are compatible with both Windows and Mac versions of QuickBooks and don’t.

Additionally, it ensures data stays protected because individual user access levels can be set. To enable multi-user mode, go to the File menu in QuickBooks and choose “Multi-User Mode.” If you need 5 or more users accessing QuickBooks at the same time, please see our products. Move up to QuickBooks Enterprise Solutions when you’re at the point where you need to handle larger amounts of data (resulting from having more customers, vendors, inventory, and transaction volume) and multiple users with ease. With Enterprise Solutions, you get twice the list capacity of QuickBooks Pro and Premier Edition, and you can scale up to 30 simultaneous users with faster performance. The software also offers in-depth security features with different levels of access to more than 120 individual reports. And it includes 13 predefined user roles to make new user setup fast and easy. Learn more about.

And a training company could categorize customers by how they learned about the company’s services. This flexibility applies to job and vendor types, too. Note The Class Tracking feature is a powerful way to categorize results. Classes are particularly potent because of their ability to cross income, expense, account, customer, job, and vendor boundaries (which types can’t do). To see whether classes can help you analyze your business, turn to.

Many times a client will bring me their work along with what they think is a backup when, in fact, they have just copied the entire QuickBooks company file. Of course, I can't restore from that type of file, however I can drag & drop it into the proper directory on my computer in order to process their work. However, if they had just brought a backup or portable file, then I could have restored and worked just as easily and they would not risk their company file by copying it.I am always afraid that I might accidentally delete it, so I stay away from that option!

A common task performed when using QuickBooks in a retail setting is printing customer receipts. Although some businesses may print hundreds of receipts per day and require a sophisticated approach to creating and printing receipts, companies that print fewer receipts on a daily basis may desire a less sophisticated and more cost effective option. An alternative is to install a thermal receipt printer in the QuickBooks print folder and make it the default printer for receipts. Although QuickBooks cannot print to a thermal printer using default print settings, custom settings will get QuickBooks to print to a thermal receipt printer. Brought to you by Clear the “Make this the default printer” checkbox if you do not want the receipt printer as the default printer, and then select the “Have Disk” button to allow Windows to access and install the correct print drivers. Verify that an icon for the receipt printer is in the Windows printer folder, and then connect the USB cable to the computer. Modify the Sales Receipt Template Select “Lists” and then “Templates” from the QuickBooks menu.

In the drop-down menu, choose New Customer to create a new customer record (), or choose Add Multiple Customer:Jobs to add several customers. • Add a job to an existing customer. Select the customer in the Customers & Jobs tab on the left side of the Customer Center, and then click New Customer & Job→Add Job (). • Find a customer. You can filter the list in the Customers & Jobs tab to show active customers, only customers who owe you money (customers with open balances), and so on, simply by choosing an option in the tab’s unlabeled drop-down list (it’s initially set to Active Customers). Choose Custom Filter to specify criteria for the customers you want to see. To search for a specific customer, type part of the customer’s name in the tab’s second unlabeled box, and then click the Find button (it has a magnifying glass on it).

Either way, the New Vendor window opens. Many of the fields in this window should be familiar from creating customers in QuickBooks. For example, the Vendor Name field corresponds to the Customer Name field, which you might remember is actually more of a code than a name. Use the same sort of naming convention for vendors that you use for customers (see the box on ). And, as with customer records, you’re better off leaving the Opening Balance field blank and building your current vendor balance by entering the bills they send. The following sections explain how to fill out the rest of the fields in a vendor record.

• QuickBooks accounting software pays for itself in the first 60 days - guaranteed on all QuickBooks Products or your money back. If you are not satisfied with QuickBooks (for any reason) simply call (888) 729-1996 within 60 days with your dated receipt/purchase confirmation for a full refund of the purchase. For QuickBooks Online, if you're not 100% satisfied for any reason, you can cancel your subscription online within 60 days from the first charge date. Simply call (800) 286-6800 within 60 days to request a refund of your paid subscription fees. • Get paid 2x faster: People who use QuickBooks Online with Payments get paid on average twice as fast as those who don't, based on data from Sep.

Click the Open Balance link (circled) to see the transactions that contribute to your balance with that vendor. You can even click the Map or Directions links to find out how to get to your vendor. • Edit an existing vendor’s record. To change a vendor’s record, on the Vendors tab, right-click the vendor’s name, and then choose Edit Vendor; or, on the right side of the Vendor Center, click the Edit button (its icon looks like a pencil tip).

Check out the import log. You can use Attachment IDs to link the attached documents with your transactions. QuickBooks Attached documents: a series of articles Read how to add, how to import new attachments and link them to existing documents in new articles. Remember, that any question you can address us. We will be glad to help you! Just leave us a, call us on or write to.

Tip To view a transaction in its corresponding window, double-click it in the Transactions tab’s table. Click the Contacts, To Do’s, Notes, or Sent Email tab to create, edit, or view contacts, to-dos, notes, or sent email for the selected vendor.

To track product sales, create one or more income accounts or subaccounts in your chart of accounts. Tip Create income accounts for broad categories of income, such as services and products. Don’t create separate accounts for each service or product you sell; instead, you can use items to track sales for each service and product, as described in. To track expenses, create one or more expense accounts or subaccounts in your chart of accounts. To identify your income based on how customers learned about your services, enter this info in a custom field (). That way, you can create a report that shows the revenue you’ve earned from different marketing efforts—and figure out which ones are worth the money.

• • • • • • • Right - submit a request for a feature addition via the feedback menu. You can attach something in multiple places - it will just result in two copies being made within the attachments directory. Generally hard drives are so large now that I don't think this redundancy will have a large impact on your storage (and backups are compressed so multiple copies won't increase the backup size at all). With regard to deletion - Quickbooks doesn't delete the attachments. If you go in to the attachments directory in the finder and throw them away.

Alternatively, right-click the customer or job, and then choose Edit Customer:Job from the shortcut menu. You can also select the customer or job you want to edit, and then press Ctrl+E or, on the right side of the Customer Center, click the Edit button (its icon looks like a pencil). • Edit a vendor. In the Vendor Center (choose Vendors→Vendor Center), on the Vendors tab, double-click the vendor you want to modify. You can also right-click the vendor and then choose Edit Vendor from the shortcut menu. Another method is to select the vendor in the list and then press Ctrl+E or, on the right side of the Vendor Center, click the Edit button (its icon looks like a pencil). Note If you want to modify multiple customer, job, or vendor records at once, see.

For instance, Icantbelieveitsyogurt is a headache waiting to happen, but ICantBelieveItsYogurt looks more like its spaced and punctuated counterpart. • A unique alphanumeric code. Customer:Job drop-down menus and reports sort entries by the values in the Customer Name field of customer records. (Vendor drop-down menus and reports sort by the Vendor Name field.) Codes like X123Y4JQ use only a few characters to produce unique identifiers, but they’re also so cryptic that they make it difficult to pick out the name you want in drop-down lists, or to sort reports in a meaningful way. Stick with using part of the company name (at the beginning of the name, since names appear alphabetically) unless you have hundreds or thousands of customers or vendors. Tip If you buy from and sell to the same company or individual, you probably already know that you can’t use the same name in the Customer, Vendor, Employee, and Other Names lists.

With that in mind, the company is extending this functionality for self-employed users so they can leverage the technology to get similar results. The Web QuickBooks Self-Employed solution was launched in January, 2015, and according to Intuit, it has helped users save 10 percent of their annual income with tools designed to manage their finances and save money at tax time. In designing this application, QuickBooks wanted to give people that are self-employed a platform that was easy to use with a mix of simplicity and functionality so business owners can focus on their core business, not their invoicing. Once it is delivered, you can keep track of all your invoices with a summary of what has been sent so you can quickly see any outstanding payments. Online Payment Options The app also allows you to accept online payments, so you won’t have to deal with the inconvenience of a check and having to go to the bank.

Click on Additional Customization at the bottom of the window. The Additional Customization window will open as seen in the image below. Here you can customize information that will appear in the Header, Columns, and Footer of your sales receipt as well as certain Print options. QuickBooks' customization tools enable you to customize the information that will appear on your sales receipts. To customize what will appear in the body of the sales receipt, click the Columns tab.

But you can alter them in numerous ways to meet your company’s needs. To customize a sales receipt, open the Sales Receipt window and click on the Formatting tab at the top of the window. Select Manage Templates. You’ll want to make a copy of the original sales receipt so that the original will always be available. Click the Copy button in the lower left. “Copy of Custom Sales Receipt” appears in the list of templates.

• • • • • • • I'm a personal assistant and have a few different types of clients. I can think of a situation for the decorator I work for where I will attach documents in more than one place. I would attach a vendors bill to the payment made to vendor and also attach the vendors bill to the customers invoice for which the vendor purchase was made. As for my own book keeping, I make purchases that for my customers that I'm reimbursed the exact amount of the purchase. I scan in my receipts and attach a copy to the credit card transaction along with attaching to my customer invoice. I would also love it if I could than forward the copy of the attached receipts/documents along with the invoice when emailing to my customer. Is there an easy way to do that an I'm just not aware of it?

Chapter 4. Setting Up Customers, Jobs, and Vendors You may be fond of strutting around your sales department proclaiming, “Nothing happens until somebody sells something!” As it turns out, you can quote that tired adage in your accounting department, too. Whether you sell products or services, the first sale to a new customer often initiates a flurry of activity, including creating a new customer in QuickBooks, assigning a job for the work, and the ultimate goal of all this effort— invoicing your customer (sending an invoice for what you sold that states how much the customer owes) to collect some income. The people who buy what you sell have plenty of nicknames: customers, clients, consumers, patrons, patients, purchasers, donors, members, shoppers, and so on.

If you’re a writer, then you can use job types to track the kinds of documents you produce (Manual, White Paper, and Marketing Propaganda, for instance) and filter the Job Profitability Report by job type to see which forms of writing are most lucrative. ( describes how to filter reports.) • Vendor type.

This includes integration with many different online retailers and applications, such as. With that in mind, the company is extending this functionality for self-employed users so they can leverage the technology to get similar results. The Web QuickBooks Self-Employed solution was launched in January, 2015, and according to Intuit, it has helped users save 10 percent of their annual income with tools designed to manage their finances and save money at tax time. In designing this application, QuickBooks wanted to give people that are self-employed a platform that was easy to use with a mix of simplicity and functionality so business owners can focus on their core business, not their invoicing. Once it is delivered, you can keep track of all your invoices with a summary of what has been sent so you can quickly see any outstanding payments. Online Payment Options The app also allows you to accept online payments, so you won’t have to deal with the inconvenience of a check and having to go to the bank.

They continue to use TPI on their own to import future data exports into Quickbooks. For clients switching from other accounting programs, we export their data from the other program into Excel. Then I use TPI to bring the data from Excel into a new Quickbooks company file. If you’re using Quickbooks Online, there is a Transaction Pro Importer for Quickbooks Online, as well.

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To view a customer’s details and transactions, on the Customers & Jobs tab on the left side of this window, click the customer’s name. If the Transactions tab is selected instead, you’ll see a New Customer button on the Customer Center menu bar; clicking it opens the New Customer window. Here’s a quick overview of some of the customer- and job-related tasks you can perform within the Customer Center. • Create a new customer or job. In the Customer Center toolbar at the top of the window, click New Customer & Job.

QuickBooks fills in most of the remaining job fields with the information you entered for the customer associated with this job. The only time you have to edit the fields on the Address Info, Payment Settings, and Additional Info tabs is when the information on these tabs is different for this job. For example, if materials for the job go to a different shipping address than the customer’s, type the address in the fields on the Address Info tab. • If you want to add info about the job type, dates, or status, click the Job Info tab and enter values in the appropriate fields. If you add job types (), you can analyze jobs with similar characteristics, no matter which customer hired you to do the work. Filling in the Job Status field lets you see what’s going on by scanning the Customer Center, as shown in. If you want to see whether you’re going to finish the work on schedule, you can document your estimated and actual dates for the job in the Date fields; see the box on for more about these fields.

You can also select the customer in the Customers & Jobs tab and then, in the Customer Center toolbar, choose New Customer & Job→Add Job. Either way, the New Job window opens.

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To see transactions for all customers, click the Transactions tab on the left side of the window. • Review a customer’s or job’s status. Suppose you want to look at a bar graph of sales you’ve made to a customer by time period, review the items that customer buys the most, and then scan a customer’s recent invoices and payments. First, select the customer in the Customers & Jobs tab. Then, on the right side of the Customer Center, click the Customer Snapshot link to open the Company Snapshot window () to the Customer tab. • Edit a customer or job.