Lists

Lists are the building blocks for using QuickBooks. Your lists are where the things you use in just about any transaction live. Take an invoice, for example. The “Bill to” name, item, description, rate, tax, payment terms, customer message, anything you select from a dropdown list, are all set up on a list.

You can get to any list from the List menu.


Most recent articles



Video: How QuickBooks can help you remember things

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QuickBooks® has two ways to remind you of the things you need to do: reminders and iCal. Reminders list Using reminders. Say you've entered a bill or put something on your QuickBooks® To Do list. These things can then go onto your Reminders list. … [Read more...]

Import lists into QuickBooks with IIF

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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...]

Exporting contact info for Mail Merge

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Remember letters? Those things you put in a mailbox and they arrived somewhere else a few days later? Here's how you can export your contact lists in QuickBooks to use with the Mail Merge feature in other programs like iWork's Pages or Microsoft Word … [Read more...]

Getting Going with QuickBooks for Mac: One Real User’s Journey

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A freelance writer, I’m a new user to QuickBooks for Mac. Until now, I’ve been managing my business with an ultra-professional jumble of Excel spreadsheets and notes scrawled on a motley heap of notebooks. Oddly enough, this system hasn’t produced … [Read more...]

QuickBooks Defined: Items

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When the QuickBooks term “items” comes up, many users immediately think “inventory”—that is, things that retail businesses sell. Service business owners may wonder why they need to fool around with items, since they sell services rather than physical … [Read more...]

List damage: Symptoms and cures

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QuickBooks for Mac keeps all the individual records for your customer jobs, vendors, employees, other names, accounts, and items in lists—the master Name list, the chart of accounts, and the item list. Occasionally, a list may become damaged. If you … [Read more...]

Keeping up with the details: custom fields for items

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In a small business, details make all the difference. In QuickBooks for Mac, custom fields let you add details to items you buy and sell, and then use those details to create customized purchase orders, estimates, invoices, and other forms. The … [Read more...]

Getting personal with custom fields

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by Liz Hamill Scott As a small business owner, you already know that a personal touch can mean the difference between a great profit year and a mediocre break-even season. With custom fields, QuickBooks can help you track those personal details … [Read more...]

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