How to make an existing customer as a job for another existing customer in Quickbooks?

How to make an existing customer as a job for another existing customer in Quick books 2011?

We can modify the existing customers as a "Job" of another existing customer along with the transactions recorded by using the option "Add/Edit Multiple List Entries".

To Do so :

Go to "Add/Edit Multiple List Entries" from the List menu, click on the "Customized columns" option in the right hand side of the screen and add the option "Job of:" to be displayed in the screen. Then select the respective "Customer" you want to modify in 'Name' column and choose the "Customer" name in the "Job of:" column to have the name as a job under another customer and click "Save Changes" option.

This is useful to do for more than one customer at a single shot and can be done for the vendor list too.

Contributed by Sumana

How to make an existing customer as a job for another existing customer in Quickbooks?

Labels: Quickbooks 2011

By: Unknown - Tuesday, January 11, 2011

How to open Two Quick Books files at same time? | Two Quick books file can be opened at same time

How to open Two Quick Books files at same time?:

In 2011 Quick Books version, we can open two QB files at a time. The first QB file will be opened as a “Primary QuickBooks” and second file as a “Secondary QuickBooks”. This new feature saves our time especially while working on the sister concern clients. 

Contributed by Parthasarathi

How to open Two Quick Books files at same time? | Two Quick books file can be opened at same time

Labels: Quickbooks 2011

By: Unknown - Thursday, December 23, 2010

New Reports in QuickBooks 2011 | New reports in Quickbooks 2011

Average days to Pay:

This is a new report under “Customer & Receivables”.  From this report, the user can find, on an average, how many days a customer takes to pay up an invoice. From this, vital information like the payment pattern of each customer and the ideal level of working capital for the company can be calculated.

Transaction List by customer based on “Ship to address”

New fields in the “Modify Report” option have been added in the reports for “Customers and Receivables”. Fields like “Ship to City”, “Ship to Address 1”, “Ship to Address 2” have been added to the dropdown columns. These fields can be selected and a report can be obtained to see how many customers have actually requested the goods to be shipped to a location different from the billing address. The user can also find out how much the company is spending on shipping and transport. (This is cases where no separate shipping charges are billed to the customer). The fields can be chosen by clicking on the “Modify Report” and the required fields can be ticked.

After the required fields are selected the report is displayed as follows:

Open Purchase Order Detail Report

In the earlier versions of QuickBooks, We only had “Open Purchase order” report and “Open Purchase order by Job”.  But now in QuickBooks 2011, we have “Open Purchase Order Detail” report which gives us details about the portion of PO that is still open,  backorders (partial cancellation), items that have actually been received against each purchase order , etc. This report gives all the details of a PO in one screen.

Contributed by Usha

New Reports in QuickBooks 2011 | New reports in Quickbooks 2011

Labels: Quickbooks 2011

By: Unknown - Sunday, December 12, 2010

Collection Center in Quickbooks 2011

Another new feature in 2011 is the “Collection Center” in the customer center.

The collection center gives a quick overview of the unpaid invoices. This screen gives details of the total balance due from each customer and the details of each invoice due. The invoice can be accessed by just clicking on it.  In the earlier versions of QuickBooks, if the user had to know the details of invoices due, he had to choose a report or sort the invoices by the “Balance details” field and locate each invoice. The novel feature of “Collection Center” addresses this problem.

Contributed by Usha

Collection Center in Quickbooks 2011

Labels: Quickbooks 2011

By: Unknown -

New provision for “Billed from” and “Shipped From” in the vendor of Quickbooks 2011

New provision for “Billed from” and “Shipped From” in the vendor details screen

Unlike in the earlier versions of QuickBooks where there was only one provision for entering the address for a vendor, QuickBooks 2011 has provided for entering the “Billed From” address and the “Shipped From” address. This is especially useful where the vendor location is different from the Remit to address.

Contributed by Usha

New provision for “Billed from” and “Shipped From” in the vendor of Quickbooks 2011

Labels: Quickbooks 2011

By: Unknown -

Adjust Quantity/ Value on hand Screen in Quickbooks 2011

In the earlier versions of QuickBooks, this screen used to list all the inventory items setup in the file. But in QuickBooks 2011, a new feature of selecting from the drop-down arrow has been added. This facilitates the user to choose only that inventory item that he desires to adjust without having to scroll through the complete item list.

Adjust Quantity/ Value

Contributed by Usha

Adjust Quantity/ Value on hand Screen in Quickbooks 2011

Labels: Quickbooks 2011

By: Unknown -

How to Set closing date password for Quickbooks file

Setting closing date password

While setting a closing date password in QuickBooks 2011, there is a new check box which says “Exclude estimates, sales orders and purchase orders from closing date restrictions”.  This feature enables the user to modify any open sales orders, Purchase Orders or estimates even after the closing date without having to enter the closing password. 

Closing date in Quickbooks

Contributed by Usha

How to Set closing date password for Quickbooks file

Labels: Quickbooks 2011

By: Unknown -

Tips and tricks in Quickbooks 2011 | Multi-Instance | Batch Invoicing in Quickbooks

 Multi-Instance (available in QuickBooks Accountant and Enterprise Solutions 2011.) - Allows users to work in two different company files at the same time.

Batch Invoicing - Lets small businesses owners who often bill many customers for the same service streamline the process by creating one template invoice to send to all related customers

Contributed by Sumathi.S - Cosmic IT services Pvt. Ltd

Tips and tricks in Quickbooks 2011 | Multi-Instance | Batch Invoicing in Quickbooks

Labels: Quickbooks 2011

By: Unknown - Wednesday, December 8, 2010