Attaching Documents in QuickBooks Desktop

As you keep track of things in QuickBooks, don’t forget that you can attach documents to vendors, customers, and transactions. You can attach a copy of a bill you’re paying, or sending to customers, so you don’t need to dig through files, or an email exchange about a...

Memorized Transactions in QuickBooks Desktop

There are a number of transactions that will happen repeatedly, and you can have QuickBooks memorize them and post them on a schedule, e.g. monthly or quarterly. Some examples are: Monthly bills, e.g. loans, leases, rent, health insurance, utilities Quarterly or...

Tracking Fixed Assets in QuickBooks Desktop

Some equipment you buy for your organization can’t be expensed right away but needs to be capitalized and depreciated. A product with a useful life longer than a year is treated as a fixed asset. When you purchase it, hold it on your balance sheet and charge...