All Entries in the "Invoicing" Category
Finding QuickBooks Invoice Number Errors
QuickBooks is a very flexible system – that is one of the reasons it is so popular. However, sometimes a business needs tighter control over some features. Many businesses need to control invoice numbers for a variety of reasons; to prevent fraud, to control document flow, for auditability and more. Today I’ll give you a tip that can help find errors in invoice numbers. (updated 4/29/2009)
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.
Voiding Invoices
Everyone has to void an invoice upon occasion, and QuickBooks makes it fairly simple. The annoying part is that big “PAID” stamp that QuickBooks pastes across the invoice when you void it. Today I’ll pass on a few tips on how to make this look a bit cleaner.
Review: PayPal Payment Request Wizard
Many businesses (particularly those that sell items on the Internet) use PayPal to process payments. If you are using PayPal but aren’t using an integrated web store application, PayPal offers a Payment Request Wizard that integrates with QuickBooks to let you send invoices to your customers with a PayPal payment button. Today I’ll take a look at this program.
Saving your Customized Forms
Most people customize the forms that they use in QuickBooks. If you put in a lot of time setting them up, do you want to take a chance on losing them? They might not be as safe as you think…
Currency Symbols and QuickBooks
The US editions of QuickBooks prior to the 2009 release don’t provide support for multiple currencies. One common question I see from non-US businesses using these versions is “How do we change the currency symbol on my invoices?”. Today I’ll give you a few pointers on how to handle this. I will not be talking about how to deal with multiple currencies from an accounting standpoint. Please note that with the 2009 release the product supports multiple currencies.
