All Entries in the "Featured" Category

Setting Up Sales Tax in QuickBooks

I see a lot of questions about sales tax in the Intuit Community forums, so I’ll give a quick overview of how to set it up in QuickBooks.

Some Concepts

If you are going to charge sales tax on an invoice, several things must be set up:

• The sales tax preference must be enabled.
• You need one or more sales tax items and possibly some sales tax groups in your Item List.
• When you create an invoice, you must have a taxable customer tax code selected, a sales tax item or sales tax group selected for the tax, and any taxable charges must be set as being taxable on the detail line.

Solving QuickBooks Problems on 64 bit Vista

If you are trying to run QuickBooks on a 64 bit version of Microsoft Vista you will most likely run into problems. In this article I’ll show you how to get around the most common problem – QuickBooks crashing when you reconcile or send forms by email. This article was updated on 3/24/2009, with significant changes from earlier revisions.

Custom Fields in QuickBooks

Every business has some sort of unique information that is important to its operation. While QuickBooks provides the places to store the basic information that every business needs, you will usually find that you need to store additional data such as a customer’s vehicle registration number, or the weight of an inventory item. QuickBooks provides us with custom fields, a way that you can define your own places to store information. Today we’ll talk a bit about custom fields and how to use them in estimates, sales orders and invoices.

Importing Inventory with Excel

There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more. Today I’m going to give you an overview of how to use Excel to manipulate the item list.

QuickBooks Manufacturing Tutorial

QuickBooks has a “Manufacturing & Wholesale” edition, but there is a definite lack of documentation on how to actually use QuickBooks in a manufacturing business. This posting is the first in a series that will give you some guidelines on how to best use QuickBooks in a manufacturing environment. I’ll start off with some basics, and work our way up through some more complicated scenarios.