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Budgets are hard to maintain through the best of times, let alone the last three years. But QuickBooks can help small and mid-market businesses improve their chances at budget success.
The “Schedule Pay” function on QuickBiooks invoices helps your customers pay on time by allowing them to choose the date they would like to pay, right when they view the invoice. Your customer chooses any date to pay up until the due date of the invoice.
You’re working in QuickBooks and entering information into an invoice, when in your attempt to move from one field to the next, you innocently tap the Enter key, expecting to move to the next blank field. But wait, the screen has completely disappeared – certainly not the behavior you expected!
Fortunately, an advanced IT degree is not needed to pull customer, vendor, and inventory information into QuickBooks from an external source such as Excel.
It’s little used, but very powerful within QuickBooks. It’s the “customer type” field. This often overlooked field can add a whole new dimension to your QuickBooks customer data.
Here is a little used but very powerful field within QuickBooks – the customer type field. Often overlooked, this field can add a whole new dimension to your QuickBooks customer data.
Think of how much time you spend over the course of a week trying to finagle your mouse to get it in just the right spot within QuickBooks to close a window.
Say you are looking at an invoice (or any other transaction) in QuickBooks and you need to quickly see the ledger accounts it posted into – is there a way to do that? Of course there is!
