Wednesday, July 18, 2012

Get more out of Quickbooks



  • Repetitive transactions.  OB can automatically record recurring transactions, such as making payments either electronically or on paper, recurring entries and recording depreciation.  Access with Ctrl M.
  • Loan Manager.  Set each company’s loan individual terms, automatically calculate loan payments and record the correct principle and interest.  Click Banking, then Loan Manager.
  • Multiple reports.  To distribute multiple reports, save time by grouping the reports together and printing the group in one step.  Click the Reports menu, the Process Multiple Reports
  • Batch Invoices.  Click the Customers menu, the Create Batch Invoices
  • Prepare Letters and Envelopes.  For various templates and mail merges, click Company menu, then Prepare Letters and Envelopes.
  • Import Credit Card Transactions.  Varies by credit card company.  Click Banking menu, Enter Credit Card Charges, Download Credit Card Charges.
  • Prevent prior period changes.  Set each user’s name, password and preferences so that no user can access a date prior to the closing date. 

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