Quickbooks Tutorial and Training

On this site you'll find Quickbooks tutorials and Quickbooks training that will help you visually learn Quickbooks and bookkeeping. If you have any requests for a specific tutorial, please feel free to email the question directly to me, Greg Lam at greg@smallbusinessdoer.com. Enjoy!

Dealing with Foreign Money in Non-Multicurrency Quickbooks

By Greg Lam on November 9, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

This article will show you how to enter into transactions involving foreign funds when you don’t have a multicurrency version of Quickbooks.

Undeposited Funds or Directly Into Account?

By Greg Lam on November 5, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

When receiving a payment, whether for an invoice or for a sales receipt, do you put the money into undeposited funds or straight into a bank account?

Quickbooks Vendor Refund – Credit Card, Bank Account, Vendor Credit

By Greg Lam on October 22, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

In Quickbooks, you can process a Vendor Refund by Entering a Credit Card Charge, Recording a Deposit to a Bank Account, or by entering a Vendor Credit. This article will show you when to use which method.

Entering Meal Receipts with Tips into Quickbooks – CANADA and UK

By Greg Lam on October 20, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

Quickbooks auto-calculates taxes for you when you enter a receipt. This doesn’t work with tips. Learn how to properly enter a receipt with a tip into Quickbooks.

Feedback on Quickbooks Tutorials so Far

By Greg Lam on October 19, 2011 in articles, Quickbooks Tutorial and Training with 1 Comment

I need some feedback.

I have started to make how-tos and tutorials for Quickbooks at http://www.smallbusinessdoer.com/quickbooks/. I intend to post an average of 5 per week.

I have completed my first videos on the subject matter of using the holding account of undeposited funds to receive payments vs forgoing the undeposited funds and deposits payments directly to bank account (sexy subject, I know!)

What I need is people who have actually used Quickbooks, to watch the videos / read the post and give me some constructive feedback. I haven’t felt entirely happy with the videos, but after about a week of working on this, I figured I should get it out and create some more videos to gain more experience and feedback.

Quickbooks Enter Date not the Format you Want?

By Greg Lam on October 14, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

When you go to enter a date in Quickbooks, the format of the date (ex: dd/mm/yyyy or mm/dd/yyyy) may not the format you would like it to be. How do you change this?

The date format is all based on your computer’s regional settings.

Issuing Receipt or Proof of Payment for HST/GST Input Tax Credit in Canada

By Greg Lam on October 12, 2011 in Quickbooks Tutorial and Training with No Comments

What many Canadian business owners don’t know is that receipts and bills that you collect when you purchase items and sales receipts and invoices that you issue to customers have to contain certain information according to the CRA (Canadian Revenue Agency).

These are the guidelines for for receipts to be considered legitimate for the GST/HST Input Tax Credit.

Underpayment of Invoice – Re-Invoice or Write Off as Bad Debt

By Greg Lam on September 12, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

What do you do if a customer underpays for an invoice you sent them? You can either leave it an an underpayment or you can write off the extra amount.

Sales Receipt or Invoice?

By Greg Lam on September 9, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

In Quickbooks, how do you know when to bill a customer using a sales receipt or an invoice? It depends on if you receive full payment at the same time you make the sale and if the customer is using one or multiple payments methods (ex: debit card and credit card).

Enter Bills, Write Checks, or Enter Credit Card Charges – Which one to use?

By Greg Lam on September 7, 2011 in Quickbooks, Quickbooks Tutorial and Training with No Comments

When paying for something in Quickbooks using your bank account (debit card / electronic payment) or your credit card, what is the best method to enter the transaction?

Do you use Write Checks, Enter Credit Card Charges, or Enter Bills (and then later Pay Bills)?