To set up a credit card account in QuickBooks:Ĭlick the Account button in the lower left-hand corner of the window. You may have already done this in the interview.
Quickbooks for mac 2014 group payments into one deposit how to#
First, however, you must learn how to set up credit card accounts. QuickBooks can be used to track your business credit cards, as well as your checkbook.
Select if QuickBooks should calculate finance charges from the invoice due date or the invoice date.ĭecide if you want to print the finance charge invoice.This is the same as printing invoices and sales receipts, so you should know how to do that by now. This means if you add a finance charge to an invoice that was unpaid after 30 days, and it is still not paid after 60 days, do you want to simply add another finance charge to the principal amount owed (the original amount of the invoice) or do you want to add finance charges to the original amount owed AND the finance charges that were already added. You can select Income or Other Income Account.ĭecide if you want to charge finance charges on finance charges. There's a dropdown list next to the Activate Finance Charge Account. Now, pick the account you want to use to track finance charges. The grace period is the period after the invoice is due, before you start to add finance charges. If a minimum finance charge exists, enter it.Įnter the grace period you give. To add a custom field for your Vendors list, open the Vendors list. You can edit the information you already have, and add new information. To edit a vendor's information, double-click on the vendor in the Vendors List. Use these to enter the criteria for the filter. There are filters displayed above the columns. Under the Transaction tab, you can filter the information you see. On the bottom half of the pane, you will see four tabs: Transactions, Contacts, To Do's, Notes, and Sent Email. The Vendor Information PaneĪll the information you have entered about your vendors, as well as purchase transactions, are located in the Vendor Information pane (right pane). To delete a column, choose a column label from the right, then click Remove. The Customize Columns dialog box then opens.Ĭhoose a column label from the left, then click Add to add a column. If you want to add more columns to the Vendors list, right-click anywhere in the pane, then select Customize Columns. You can use the custom filter to only show vendors that meet criteria you establish. If you want, you can also use the dropdown list at the top of the Vendors tab to display: All Vendors, Active Vendors, Vendors with Opening Balances, Custom Filter. You can use the scroll bar to get to any vendor you want to view. The Vendors List (shown in the left pane) has three columns: Name, Balance Total, and Attach. If you click the Transactions tab, you can see all transactions for vendors and all transaction types. When you are in the Vendors tab, you will see the information for the selected vendor in the right pane. The left pane has two tabs: Vendors (your vendor list) and Transactions. Just as with the Customer Center, there are two panes in the Vendor Center. Select the check box for Vendor Eligible for 1099, if appropriate. Enter the vendor's social security number, or EIN, if the vendor receives a Form 1099.ġ099 Status. You can also enter a credit limit with that vendor, if you have one. Select the payment terms you have with the vendor from the dropdown list. If you have an account number, add this in the account number text box. If it is different, add it here.įill out the information requested including: QuickBooks assumes it is the company's name. Specify what you want to print on the check in the Print on Check As box. You can also enter the vendor's telephone and fax number, as well as email address. If you want, you can also add a contact name.Įnter the address where you are to mail checks. The information you will need to enter under each tab is listed below – under the name of the tab. Now, you can enter information about the vendor by using the tabs on the left.
0 kommentar(er)
