QuickBooks essentials

What are items? What’s a Chart of Accounts? Can I use my QuickBooks file to track my business and personal finances? (Answer: Not a good idea.) QuickBooks Essentials is where you find all of this out. These articles and videos talk about the nuts and bolts of using QuickBooks.


Most recent articles



QuickBooks Windows vs. Mac: What’s the difference?

mac-pc_icons

If you've switched from QuickBooks for Windows to QuickBooks for Mac, you've probably noticed some differences. QuickBooks for Mac is built as a Mac product from the ground up, so the interface elements will be familiar if you've used other Mac … [Read more...]

Opening your QuickBooks for Windows file in QuickBooks for Mac

note

[Editor's note: This content was updated in Nov, 2011 with the most recent conversion information for QuickBooks 2012. I know, I know, the date at the top of the article says Oct. 2010. Right now, we're unable to change that date, but we're working … [Read more...]

QuickMath, the QuickBooks calculator

quickmath

Does this sound familiar? You’re paying several bills from one vendor with a single check. You could go to Caculator on your Mac and add them up, but wouldn’t it be nice if you could do that right in QuickBooks? Well, you can do that. It’s … [Read more...]

Progress invoicing in QuickBooks for Mac 2011 and earlier

growth

Editor's note: This is the manual process for progress invoicing you can do for Quickbooks for Mac 2011 and earlier. If you have QuickBooks for Mac 2012, then you can use the new progress invoicing feature. Progress invoicing, or “progress … [Read more...]

Finding the command you need

shortcut

"Where is that Receive Items command? I can't ever remember." Like other Mac products, the Help menu in QuickBooks has a search feature that finds commands in the application's menus. All you do is go to the Help menu and in the Search box, … [Read more...]

List damage: Symptoms and cures

First aid case

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 … [Read more...]

Keeping up with the details: custom fields for items

bosswong2

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

Business people communicating with each other against white

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 … [Read more...]

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