Debit Memo

Credit Memo; on the home page, click refunds and credits. this decreases the amount owed by the customer and reverses the sale.

Customer Return

Check or Bill

Credit MemoOn the Home Page, click Refunds and Credits. This decreases the amount owed

When you want to send a billing statement

When a customer requests a bid, quote, or proposal

When a customer loses an invoice and needs a second copy

When a customer pays for goods and services at the time of sale

QuickBooks places a "Time/Costs" stamp on the invoice, but you must manually enter the line items on the invoice.

From billable time entered on bills and checks.

From payroll costs/expenses marked as billable on paychecks.

From billable time entered on timesheets and/or billable costs entered on checks and bills.; when you enter an expense, item, or time also assign that line to a Customer: Job, QuickBooks displays a billable checkmark. You can uncheck this if you don't want to invoice for the cost.

When a customer purchases goods or services and pays you in cash at the time of

the sale

When a customer purchases goods or services and pays you by check or credit card at the time of the sale

When a customer purchases goods or services, but you don't want to record the sale as final

When a customer purchases goods or services but does not pay you at the time of the sale

To give a customer a receipt for payment of an invoice

To record a customer prepayment or deposit

To record a customer payment at the time of sale

To enter a customer early-payment discount

To invoice items marked as billable

. To automatically update a customer's job status

To invoice from an estimate in increments

. To convert a sales order to an invoice

Open transactions as of the statement date

All transactions during the specified date range

Invoice item details for invoices

Customer payments that haven't been deposited

There is less money in the checking account.

. The customer owes you for the amount of the check (and optionally a bounced check fee).

The NSF fee the bank charged you.

All of the above.

In the receive payments window, check "deposited with deposit number."

Record all the payments in the same Receive Payments window.

When you use the Receive Payments window, QuickBooks doesn't deposit the money in your checking account. After you record the 5 payments, click Record

Deposits and select the 5 checks.When you record a customer payment, QuickBooks automatically "stores" the payments in the Undeposited Funds account. When you record a deposit, QuickBooks lists the payments in that account that have not yet been deposited.

All of the above

Retain as an available credit

Give a refund

Apply to an invoice

All of the above

Employee List

Vendor List

Other Names List

Class List

You recorded a check but have not printed it yet.

You printed a check on blank paper but now realize you don't want to record the check.

You accidentally recorded the same check (with the same check number) twice.

You printed a check, and the check number has been used.

Debit card purchase

Petty cash purchase

ATM withdrawal

All of the above

Enter a bill, and then use the Write Checks window.

Write a check, and then mark it as "pending" until you pay it.

Enter a bill, and then use the Pay Bills window.

You can't track accounts payable.

Enter a bill, and then use the Pay Bills window

Vendor Credit

Enter Bill

Pay Bills window

Receive Vendor Credit

The inventory asset account increases.

The inventory asset account decreases.

The inventory asset account is not affected. Cost of Goods Sold increases.

No accounts are affected.

Enter Petty Cash

Money Out

Enter Credit Card Charges

Write Checks or use check register;Make sure that the bank account is a PettyCash account that you set up (not your actual checking account).

The beginning balance should always equal the net amount of all uncleared bank transactions.

It should always match the original account opening balance when the account was created.

It should always match the opening balance on the paper bank statement.

The beginning balance should always be zero.

It should always match the opening

To track expenses.

To assign a cost to a job or purchase inventory.;To have accurate job cost reports in the"Jobs, Time, and Mileage" category, QuickBooks requires item information on any job-related expense. You must also enter inventory items when you purchase them so QuickBooks can keep track of the quantity on hand.

To track freight charges.

There is not an Items tab on the Enter Bills form.

QuickBooks cannot be set up to automatically use discounts and credits.

Choose Edit > Preferences > Discounts & Credits.

Memorize a bill and select the box next to Automatically use discounts and credits

Choose Edit > Preferences > Bills > Company Preferences, and then select to automatically use discounts or credits.

Standard

Wallet

Payroll

Voucher

Whatever you enter/see in this window affects each paycheck, unless you change the information on the paycheck itself.

It identifies the state subject to withholding and the state where the employee lives (usually the same).

You enter Emergency Contact information, which is required by law in many states.

This tab tracks an employee's age and gender necessary for tax calculations.

This is required by State and Federal governments. If these are not set up, a warning is sent to the agency.

So that QuickBooks can enter the dates on the Payroll Calendar that checks are due.

So that Payroll Liabilities show up in the Pay Scheduled Liabilities list in the Payroll Center.

You don't need to set deposit frequencies. QuickBooks does it for you.

1) Sign up for a payroll service; and 2) complete the Payroll Setup Interview.

1) Sign up for a payroll service; and 2) Setup Payroll Schedules.

1) Turn on payroll through preferences; and 2) complete the Payroll Setup Interview.

1) Complete the Payroll Setup Interview; and 2) set up employees.