Search Results for: sales summary

Sales summary: When you don’t need to track every little thing

Here’s a situation. You own a coffee shop. In an hour, you may have 25 customers come in and order anything from a decaf, lowfat, iced latte with two pumps of sugar free vanilla syrup (not that that I know anyone who does that:-) to just a simple cup … [Read more...]

Video: Creating a sales receipt in QuickBooks 2012

You're probably already familiar with sales receipts. Just about anytime you buy anything, you get a record of what you've bought and what you paid for those items. In QuickBooks, you can create sales receipts for your customers to track a sale when … [Read more...]

So many choices, Part 1: Customer transactions

This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]

Video: Creating an invoice in QuickBooks 2012

This is the first in a series of videos we'll be publishing over the next couple of weeks showing you the new features in QuickBooks for Mac 2012. In this video, I'll show you how to create an invoice with our new forms interface. You'll see changes … [Read more...]

Import lists into QuickBooks with IIF

When you first start with QuickBooks, there's a lot of data to enter. You need to set up your list of customers, vendors, items (what you sell and buy), and employees. You may also have historical transactions you need to enter. You can always enter … [Read more...]

Adding some class: Use classes to categorize your data

I'm a data nerd. Seriously. Google Analytics makes me absolutely swoony. Mint.com? I'm a little light-headed with glee just thinking about it. It's being able to see how the numbers fall into what categories that makes me go all moony-eyed. So that's … [Read more...]

Overstuffed? Condense the size of your company file

Here on the QuickBooks for Mac team, we often talk to users who have been using QuickBooks for ten years or more.  Yep, over ten years! And even if you haven't been using QuickBooks that long, you may have an active business with lots of … [Read more...]

You can also post your own question to the QuickBooks for Mac community.