• To get a listing of invoices in numeric order, generate a "Missing Cheques Report" (Reports > Banking > Missing Cheques).  Instead of selecting a Bank Account, select "Accounts Receivable".  This will generate an invoice listing showing duplicate invoices and missing invoices.  Change the heading of the report to "Invoice List" then memorise the report for future use.

• If you need the "Amts inc Tax" box to be ticked (or unticked) when you open a Tax Invoice or Sales Receipt, change the preference in Edit > Preferences > Tax Icon > Company Preference Tab > Sales figures.  The Net (Exclusive of GST) Radio Button means the tick stays off, whilst the Gross (Inclusive of GST) Radio Button means the tick stays on. 

• Place the cursor in any date field:
  • Plus sign (+)  adds a day to the date
  • Minus sign (-) subtracts a day to the date
  • "m" changes the date to the 1st of the month (note that "m" is the first letter of the word "month").
  • "h" changes the date to the last day of the month (note that "h" is the last letter of the word "month").
  • combine these and "m" then "-" takes you to the last day of last month.
  • "t" changes the date to today's date.
• Alt - Down Arrow will open a dropdown list (Customer, Account, etc).  The down arrow will then move down the list.
• Ctrl-Enter records a transaction.
• Type "keyboard shortcut" in help for a full list.

• This is not a QuickBooks setting, but a Windows one.  Close QuickBooks, then go into the Region and Language Setting on the Control Panel (Start > Control Panel > Clock, Language & Region > Region & Language on Vista).
• Change the current format from English (United States) to English (Australia) then Apply.  When you open QuickBooks, all the dates now show as dd/mm/yyyy.

[Graham Boast - Posted 07-Apr-07]
In business, it is often necessary or desirable to track quantities of items purchased. This is mostly done for items that are purchased for resale, but it can also be used for tracking items that are used internally by the business or are used as a component for manufacture. Some examples of these purchases are: litres of diesel for use in a truck; tonnes of feed purchased for stock; litres of a component used in manufacture.

Download Here
Back to Top

Unfortunately in business, you will sometimes get a Debt that will need to be written off as a Bad Debt.  This paper shows the correct way of handling this in QuickBooks.  The procedure can also be used for making minor adjustments against Customer Accounts.

This paper covers the ins and outs of setting up and using the Payroll features in QuickBooks.   Wayne and Kelly presented this session to Accredited Consultants at the 2005 Quicken Conference and it was highly regarded.  This paper is the session notes from this presentation.  The Authors have kindly given permission for its publication.  Please note that the intended audience for this paper is QuickBooks Trainers, so it assumes a good understanding of QuickBooks payroll and payroll processes.

In some businesses, it is practice for the purchaser of goods and services to provide the Tax Invoice rather than the usual case of the supplier of the goods doing this (RCTIs).   Some examples of this are: Purchasers of Rural Produce such as a stock agent; Providers of Grants; Second-Hand shops and Scrap Metal Dealers.  This paper shows how RCTIs can be handled in QuickBooks.

In many agricultural businesses, it is common practice to send your product to market or to an agent, and later be given a RCTI  detailing the income and expenditure relating to the transaction.  Whether you are recording the sale of livestock, selling grain, or recording a Milk Statement, the principles are the same.  This paper shows how RCTIs can be handled in QuickBooks.

One of the best features of QuickBooks is the Automatically Recall Last Transaction for this Name feature.  Learn how it can save you time and help your data entry be more consistent.

As an inducement to buy a new piece of equipment from a supplier, manufacturer often offer "Cash Back" or "Factory Bonus" promotions where they give you cash on your purchase.  A great deal, but a little tricky to record properly in QuickBooks.  This paper shows you how.