Stop QuickBooks From Automatically Placing Check Mark on Print Later and Email Later

This article pertains to QuickBooks Pro for Desktop. Problem: When you create an Invoice, QuickBooks automatically places a check mark in the fields for Print Later and/or Email Later. Solution: This is an option in your QuickBooks for DesktopPreferences. Go to Preferences. Click on Send Forms. Select Company Preferences and… Read more“Stop QuickBooks From Automatically Placing Check Mark on Print Later and Email Later”

Rental Units Should be Classes and Not Customers in QuickBooks

Property managers and owners often have the question, “How do I set up QuickBooks for a property rental company?” I read time and again that for rental property owners/managers, etc., they should set up QuickBooks with the Rental Property as Customer and the Units as Jobs of the Customer. This… Read more“Rental Units Should be Classes and Not Customers in QuickBooks”

Issue a Customer Refund for an Open Invoice in Which a Payment has been Applied – QuickBooks Short Version

This is the short version. Click here for the long version. Here is the scenario. Using QuickBooks, you billed your customer for services or goods. Your customer paid some of the amount due on the invoice. This invoice occurred in a prior period whether a previous month, quarter, or year…. Read more“Issue a Customer Refund for an Open Invoice in Which a Payment has been Applied – QuickBooks Short Version”

Issue a Customer Refund for an Open Invoice in Which a Payment has been Applied – QuickBooks Long Version

This is the long Version. Click here for the short version. Here is the scenario. Using QuickBooks, you billed your customer for services or goods. Your customer paid some of the amount due on the invoice. This invoice occurred in a prior period whether a previous month, quarter, or year…. Read more“Issue a Customer Refund for an Open Invoice in Which a Payment has been Applied – QuickBooks Long Version”

Recording Gift Certificates in QuickBooks – Sales, Redemption, and Donation

Accounts Needed – Bank or Cash Asset Gift Certificate Liability Donation Expense Items Needed – Inventory items linked to Sales of Product Revenue or Service items linked to Service Revenue (you should have these set up already) Gift Certificate Item linked to Gift Certificate Liability account Gift Certificate Donation Item… Read more“Recording Gift Certificates in QuickBooks – Sales, Redemption, and Donation”