Q: How do I set my custom invoice to be the default invoice that comes up when I go to enter a new invoice?
A: Easy way is to inactivate the invoice templates you will not be using. Click on Edit > Template > right click on the template and select Continue reading
Q: How can I adjust the On Screen Invoice to show a Subtotal of the goods supplied? In the Customize window the option to tick the box is not allowed.
A: Create a new item called Subtotal and enter it on the screen. It will also print on the invoice. Click Continue reading
A question came up from one of my readers about how to create receipts for rental properties in QuickBooks. Understandably if I vacationed at a rental property, I would want a receipt of my stay to track my expenses. Also, you as the property owner or manager may want Continue reading
Q: I’m a realtor. How do I set up an account for commission income. Do I need to create an invoice?
A: Create an Item for Commission and link it to Commission Income Account.
Create a Sales Receipt if you are entering the amount when you receive Continue reading
Q: What is the best way to set up a recurring monthly charge (ie, a rental payment from a tenant) when no invoice or statement is actually sent to the customer?
A: Statements are to be used when you want to send a detailed or summarized list of Continue reading
Q: How do I apply a security deposit to an open invoice? I need to apply the entire security deposit.
A: A security deposit is a payment required by a landlord to ensure that a tenant pays rent in a timely manner and keeps the rental unit in good Continue reading