Tag Archives: quickbooks desktop

Tracking Investments in QuickBooks Desktop – Part 1

Overall, it is always recommended that you choose proper befitting software or other method for your own manual investments tracking needs. This series of blogs will delve into a possible method for tracking your paper investments within a specifically created QuickBooks Desktop company file.   To begin, you should always begin the bookkeeping for your

Read More

Credit Memo Refund in QuickBooks Desktop Enterprise

Here are instructions to create a refund directly from an already-existing but unused credit memo in QuickBooks Desktop Enterprise. Menu: Go to your customer list and select the customer who has the existing credit memo on file. Find the credit memo to be refunded and open it up (double-click on it). Now, select “Use credit

Read More

Grossing Up Payroll in QuickBooks Desktop

This article addresses the concept of grossing up a paycheck and touches on how to do this within the QuickBooks Desktop payroll platform.   Grossing up payroll means that you are going to pay an employee based on the NET wages and not on the gross wages. Typically, when you process payroll, you already have

Read More

How To Batch Enter Transactions in QuickBooks Desktop

This method of entering transactions into QuickBooks Desktop requires that you have the Accountant’s version of QuickBooks Desktop. Also this method is not the same as a bank feeds connection to your financial institution. Please be aware that the instructions for batch entry into the QuickBooks Online version are NOT the same. So, the first

Read More

How to Apply Customer Credits to Open Invoices in QuickBooks Desktop

Note: This is assuming the customer deposit was already booked BEFORE the payment was actually applied to the customer’s open invoice. Note: This is assuming you do not have your preference setting that makes QuickBooks automatically apply customer credits to open invoices.   Be sure that the pre-existing customer deposit is actually booked correctly for

Read More

How to Set Up H.S.A. (Health Savings Account) Contribution Match Item in QuickBooks Desktop Payroll

Open Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employer contribution match portion of an employee’s Health Savings

Read More

Creating an Inventory Part Item in QuickBooks Desktop

Here is a video showing how to create inventory parts in QuickBooks Desktop:  

Read More

How to Create an Inventory Part Item in QuickBooks Desktop

Note: Be sure that your inventory/purchase orders function is active in QuickBooks. Go to Edit>Preferences>Items & Inventory>Company Preferences Tab Go to Lists menu>Item List Click at New at the bottom (within the Item menu ) or simply hit Ctrl+ on your keyboard. Choose Inventory Part under Type of item Note: Inventory Assembly items are not

Read More

Shortcut Icons in QuickBooks Desktop

Did you know that you can customize your Icon Bar in QuickBooks?  A useful Icon Bar will include icons for the actions that you will use consistently.  QuickBooks gives you an Icon Bar filled with items such as Feedback, Remind, User Licenses, App Center, Snapshots, etc.  Some of the more helpful icons may be Customers,

Read More

Inventory Advice in QuickBooks Desktop

My clients often ask me for help understanding and handling the Inventory process in QuickBooks Desktop.  I always assure them that Inventory in QuickBooks is not difficult to maintain if you are willing to take the time to learn the how’s and why’s behind the QuickBooks basic Inventory handling process. (Please note that QuickBooks BASIC

Read More