Filter, search, and sort with custom fields in QuickBooks

Learn Filter, Search, and Sort list with custom fields in QuickBooks and Learn How to use custom fields to organise and track data in QuickBooks.   Custom fields let you track specific data across your sales forms, purchase orders, and customer profiles. You can create custom fields to track everything from sales reps to special customer information. […]

Mac users: Update billing info for QuickBooks Online 2021

Learn How to Update Billing Info in Quickbooks Online on Mac Mojave as we move your QuickBooks Online Mac App subscription to Intuit billing. What’s changing? QuickBooks is simplifying how we bill for QuickBooks. Instead of paying through the Mac App Store, you’ll pay Intuit® directly, even if you purchased QuickBooks through Apple. To make […]

Create Partial invoices from an Estimate in QuickBooks

Learn about create more than one invoice from a single estimate in QuickBooks. In QuickBooks, you can split an estimate into as many invoices as you need. Lets Learn about Create Partial invoices from an Estimate in QuickBooks This is called progress invoicing. Many project-based businesses use progress invoicing to request payments during a project. […]

What’s the Undeposited Funds account in QuickBooks 2021?

Wanna know What’s the Undeposited Learn about the Undeposited Funds account and why it’s important for making bank deposits in QuickBooks. When you put money in the bank, you often deposit several payments together at once. The bank usually records these as a single deposit. You also need to group these payments together in QuickBooks […]

How to Sync Qutlook contacts with Quickbooks Desktop 2021

Learn How to Sync Qutlook contacts with Quickbooks Desktop and How to sync your QuickBooks Customers, Jobs, and Vendors with your Outlook contacts. Skip re-entering contact info. QuickBooks Contact Sync for Outlook lets you easily sync and match your Outlook contacts with Customers, Jobs, Vendors, and Other names in QuickBooks. Here’s how to download and […]

QB21 and QB31 Bluetooth card reader features and compatibility

Just received your card reader? Here’s some helpful information about your new Bluetooth card reader. QB21 Card Reader Features Accepts EMV chip card and Magstripe Debit and Credit cards (as credit) Charges via USB cable (included) Connects via Bluetooth in the QuickBooks GoPayment iOS and Android app Compatible with QuickBooks Desktop 2018 and future versions […]