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How Do I Collect and Track Sales Tax?

The first step to collect and track sales tax in QuickBooks is to enable the preference to do so. On the Edit->Preferences menu, select the Company Preferences tab on the Sales Tax submenu. Click...

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What Is a Sales Tax Code and How Should I Use One?

A sales tax code is a list item that is used to set the overall taxable or non-taxable status of both customers and items (goods or services). You should use sales tax codes to identify a customer,...

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What Is a Sales Tax Group and How Do I Create One?

A Sales Tax Group is a type of Item that is maintained on the Item List.  It’s used to combine multiple Sales Tax Items (which are themselves another type of Item) into a single sales tax charge on a...

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What Is a Sales Tax Item and How Should I Use One?

A sales tax item is a special type of Item, the list of goods and services that you sell.  It is used to specify the sales tax rate and the tax authority collecting it that will be charged on each...

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How Do I Change an Onscreen Form Such As Create Invoices To Show More Line...

Making changes to the windows of QuickBooks is easy. Let’s use the Create Invoices window as an example.  By default, this window shows just 2 invoice lines.  In this article, we’ll change the default...

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Does QuickBooks 2011 Offer New Ways To Send Forms?

Yes. Starting with QuickBooks 2011 and Enterprise Solutions 11.0, in addition to Outlook and QuickBooks Email, QuickBooks users can choose to send forms, such as invoices or statements, via web-based...

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What Does the New Collections Center In QuickBooks 2011 Do?

QuickBooks 2011 and Enterprise Solutions 11.0 include a new Collections Center that enables you to quickly and selectively send bulk emails to customers with overdue or almost due invoices. To access...

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Did the Multi-User Capability of QuickBooks Pro Change For 2011?

Yes, it did. For QuickBooks Pro versions prior to QuickBooks Pro 2011, a multi-user configuration could consist of up to 5 users. For QuickBooks 2011, that has been reduced from 5 users to 3. The...

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QuickBooks Keyboard Shortcuts

QuickBooks includes a variety of keyboard shortcuts to make your use of the program easier and faster. We’ve compiled them into a single sortable and searchable list, shown below. All of these...

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What Is the QuickBooks Migration Policy?

The QuickBooks migration policy is Intuit’s policy to provide a free upgrade to a soon-to-be-released version of QuickBooks to those customers who purchased the currently shipping version very close to...

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How Do I Collect and Track Sales Tax?

The first step to collect and track sales tax in QuickBooks is to enable the preference to do so. On the Edit->Preferences menu, select the Company Preferences tab on the Sales Tax submenu. Click...

View Article

What Is a Sales Tax Code and How Should I Use One?

A sales tax code is a list item that is used to set the overall taxable or non-taxable status of both customers and items (goods or services). You should use sales tax codes to identify a customer,...

View Article

What Is a Sales Tax Group and How Do I Create One?

A Sales Tax Group is a type of Item that is maintained on the Item List.  It’s used to combine multiple Sales Tax Items (which are themselves another type of Item) into a single sales tax charge on a...

View Article


What Is a Sales Tax Item and How Should I Use One?

A sales tax item is a special type of Item, the list of goods and services that you sell.  It is used to specify the sales tax rate and the tax authority collecting it that will be charged on each...

View Article

How Do I Change an Onscreen Form Such As Create Invoices To Show More Line...

Making changes to the windows of QuickBooks is easy. Let’s use the Create Invoices window as an example.  By default, this window shows just 2 invoice lines.  In this article, we’ll change the default...

View Article


Does QuickBooks 2011 Offer New Ways To Send Forms?

Yes. Starting with QuickBooks 2011 and Enterprise Solutions 11.0, in addition to Outlook and QuickBooks Email, QuickBooks users can choose to send forms, such as invoices or statements, via web-based...

View Article

What Does the New Collections Center In QuickBooks 2011 Do?

QuickBooks 2011 and Enterprise Solutions 11.0 include a new Collections Center that enables you to quickly and selectively send bulk emails to customers with overdue or almost due invoices. To access...

View Article


Did the Multi-User Capability of QuickBooks Pro Change For 2011?

Yes, it did. For QuickBooks Pro versions prior to QuickBooks Pro 2011, a multi-user configuration could consist of up to 5 users. For QuickBooks 2011, that has been reduced from 5 users to 3. The...

View Article

QuickBooks Keyboard Shortcuts

QuickBooks includes a variety of keyboard shortcuts to make your use of the program easier and faster. We’ve compiled them into a single sortable and searchable list, shown below. All of these...

View Article

What Is the QuickBooks Migration Policy?

The QuickBooks migration policy is Intuit’s policy to provide a free upgrade to a soon-to-be-released version of QuickBooks to those customers who purchased the currently shipping version very close to...

View Article
Browsing all 20 articles
Browse latest View live