accounting
QuickBooks is one of the most widely used accounting software platforms for small to mid-sized businesses. It helps users manage their finances, track expenses, generate invoices, run reports, and more. One seemingly minor but important customization many users look for is the ability to change the date format. Whether you’re adjusting the format for regional…
One of the key features in any accounting system is the ability to manage due dates for invoices, bills, and other financial transactions. QuickBooks, whether you’re using QuickBooks Online or QuickBooks Desktop, offers robust tools for setting and displaying due dates. Showing due dates clearly helps you: In this guide, you’ll learn how to set,…
What Are Discounts in QuickBooks? Discounts in QuickBooks are reductions in the total amount due on a sales transaction. These can be: QuickBooks lets you customize discount rates in several ways depending on whether you’re using QuickBooks Online or QuickBooks Desktop. QuickBooks Online (QBO) Step 1: Enable the Discount Field This enables the discount field…
In QuickBooks, the “Terms” field is used to define the payment due date for a transaction. You can assign terms like: These terms can be applied to both sales transactions (invoices) and purchase transactions (bills). QuickBooks lets you manage how and where the “Terms” field appears depending on your version and settings. QuickBooks Online Step…
Customizing the look and feel of your invoices in QuickBooks helps your business project professionalism, strengthens your brand identity, and makes your invoices easier for clients to read and recognize. QuickBooks allows users to adjust fonts, colors, layouts, and logos, but the process differs depending on whether you’re using QuickBooks Desktop or QuickBooks Online. QuickBooks…
Migrating items (products and services) from QuickBooks Online (QBO) to Zoho Books requires careful planning to ensure that all product information, including descriptions, rates, and stock quantities, are properly transferred. While QuickBooks Online allows exporting items as part of a report or through its export functionality, Zoho Books also provides an import tool to facilitate…
Migrating invoices from QuickBooks Online (QBO) to Zoho Books requires a structured process to ensure that all relevant data is transferred accurately. Below is a detailed, step-by-step guide to help you migrate invoices from QuickBooks Online to Zoho Books. Step 1: Prepare and Backup Your Data Step 2: Export Invoices from QuickBooks Online Step 3:…
Businesses may choose to switch from QuickBooks to Zoho Books for several reasons, including more affordable pricing, especially for small to mid-sized businesses, and better integration within the Zoho ecosystem, which includes CRM, inventory, and project management tools. Zoho Books offers a clean, user-friendly interface, strong automation features like recurring billing and workflow rules, and…
Marking an invoice as paid in Sage 50 Accounting (Desktop version) involves recording a customer payment against an outstanding sales invoice. In this article, we will show you how to mark an invoice as paid in Sage Desktop. Step 1: Open Sage 50 and Log In Step 2: Open the “Receive Money” Window You’ll use…
There are several good reasons why someone might void a check they’ve written. If you make an error while writing the check, such as writing the wrong amount, misspelling the payee’s name, or dating it incorrectly, voiding it ensures that the incorrect check cannot be cashed. It’s much safer than trying to alter the information. …