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How to Customize / Memorize Report in Quick Books?

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How to Customize Report in Quick Books? How to Memorize Report in Quick Books? This blog is about the report customizations in Quick books and memorize it in specific folder for later view/print of the same in the same customized format. There are lot of reports in Quick books categorized with respect to each module and almost all reports can be customized except some. If you don't see option of "Customize Report" button that means you cannot customize that report so much and you have to view results in the designed format. You can export report in excel and customize according to your need. Here, i am going to generate, customize and memorize report related to "Cash & Banks" as Cash and bank ledgers not available in Cash and Bank module. and it is a basic need of each entity's management to have these reports. Go to --> Home Page -->  Click on Chart of Account --> Cash & Bank or Specific Cash Account Generate Quick Report by short key  (Ct...
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How to create Chart of Account?

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 How to create Chart of Account?  How to add /Edit/Delete/Inactive an account in Quick Books? Chart of account is pre-requisite for in any accounting solution at the time of implementation. Every ERP & small Accounting applications have different ways and account types to add chart of account. The most important thing is to have unique and flexible numeric codes for each type of account. These account codes should be created with such a technique that you can later add specific type of account in hierarchy. Normally chart of account is prepared in four levels to substantiate hierarchy of account types/FS elements. e.g., Assets, Liability, Equity, Income, Expense. Drawings are accounted for in Equity type and Expenses are further split into Cost of Sales & Expenses (Admin, Selling, Financial). Coding custom being mostly followed is under given but you may define your own suitable and logical coding for each type; FS Elements             ...
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How to Create Item in Quick Books Intuit Enterprise Solution

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  How to Create Item in Quick Books Intuit Enterprise Solution? Multiple ways to create item in Quick Books  To create items in quick books either stock able items, non-stock able Services items and manufactured/assembled items etc. follow the simple steps: To open the item creation form, go to: List Tab à Item List OR Inventory Tab à Inventory Center à New Item There are different types of item types defined to create items for specific entity and process for invoicing and billing. On each type of item selection, from changes to display more related and relevant fields for creating item. GL account default setup is more critical here to map with each type of item for automated effects in GL accounts configured and reflection in reporting thereof as per accounting standards. Chart of items can be categorized upto 5-6 levels but more preferable to have it in 2-3 levels to keep it simpler and more understandable, it will be fine to print on invoice as with more level...
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