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• When logging in to your QuickBooks data, check the box next to Private mode.

• Click the Private mode switch on the dashboard to prevent sensitive financial information from being displayed in this window.

• From the company menu settings, select the option to Hide Financial Details.

• There is not a way to exclude this type of information from your data.

• An Invoice records a sale and how much your customer owes. A Sales Receipt records a sale and the payment you received (it doesn’t track any amount as owed).

• An Invoice keeps track of future sales. A Sales Receipt records sales in the current accounting period.

• An Invoice records a sale and how much your customer owes. A Sales Receipt records the customer payment and can be used as a receipt when they pay their invoice.

• An Invoice can be used to record customer and vendor transactions. A Sales Receipt only records customer sales.

• Step 1: Enter an Expense.
  Step 2: Pay the Expense.

• Step 1: Enter a Bill.
  Step 2: Pay the Bill in the Pay Bills window.

• Enter a check for the Expense.

• Step 1: Record a Journal Entry to Accounts Payable.
  Step 2: Write a check to pay your vendor/supplier.

• Change the amount of the check to zero.

• Delete the check.

• Make a Journal Entry to reverse the check.

• Void the check.

• When you are entering a debit card transaction

• When you are entering a payment made online directly from your bank account

• When you are entering a wire transfer directly from your checking account

• All of the answers are correct

• Open Purchase Orders list

• Accounts Payable Aging report or the Vendor Balance Detail report

• The money bar at the top of the Vendors center

• Cash Flow report

• QuickBooks sends the difference to an adjustment account.

• QuickBooks will not allow you to record the transaction.

• QuickBooks asks you what to do with the unequal amount.

• Nothing. QuickBooks records the transaction as is.

• You cannot get this information.

• Look at the Audit Log report.

• Look at the Journal of Changes report.

• While the invoice is open, click More > Show Prior State.

• Use the Export to Excel function within QuickBooks to export the customers periodically. Then import them into the CRM application.

• Use the Apps tab in QuickBooks to find a CRM app.

• Look for a CRM app that produces financial statements. Use that app to record the company’s sales while continuing to track expenses in QuickBooks.

• Track their CRM in QuickBooks.

• You can only merge names from the same Type.

• You can merge an income account with an expense account.

• You cannot merge expenses and items.
  

• You cannot merge a customer with a vendor entry.