Tips and Tutorials

Learn more about how to use QuickBooks with these “QuickTips”

QuickBooks Simple Start, Basic, Pro, Premier, and Enterprise QuickBooks 2007 and Enterprise 7.0: Compatible with Internet Explorer 7. QuickBooks 2006 and Enterprise 6.0: Compatible with Internet Explorer 7 after installing free Product Update. QuickBooks 2005 and Enterprise 5.0: Currently requires Internet Explorer 6 and is not compatible with Internet Explorer 7. To continue to use [...]

Use the Customer Center Click Customer Center. If you know the customer’s name, select the customer on the Customers & Jobs tab, then click the Show drop-down list and choose Credit Memos. Otherwise, click Credit Memos on the Transactions tab to get a list of credit memos for all customers. (Optional) Use the Filter By [...]

Recently passed legislation increases the New Jersey sales and use tax rate from 6% to 7%. The rate change affects all retail sales of taxable merchandise or services that take place on and after July 15, 2006. This tutorial can be used for any state sales tax change. To set up a sales tax item [...]

Tips & Tutorials for the busy business owner on the go. Don’t have time to read this tutorial? Then download the podcast and take it on the road with you. Listen to Tracking Vehicle Mileage. Track vehicle mileage and bill your customers. Now you can track your business vehicle mileage in QuickBooks. Record all of [...]

QuickTips & Tutorials for the busy business owner on the go. Don’t have time to read this tutorial? Then download the podcast and take it on the road with you. Listen to Recalling a sales order you have memorized. 1. From the Lists menu, choose Memorized Transaction List. 2. Select the sales order you want [...]