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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 manage Production/Manufacturing/Build Assembly Process/ Create Deals in Quick Books

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How to manage Production in Quick Books? Handling Manufacturing in Quick Books? Build Assembly Process  in Quick Books? Create Deals/Packages in Quick Books? How to Create KIT in Quick Books? Quick books is financial software but to some extent you can handle production in it using certain ways. But Assembly process can easily be handled in quick books. To create assembly item/production item go to " Item List/Inventory Center" and create New Item. Choose item type as "Assembly Item" add the ingredients/components for the subject assembly item. Add UOM and quantity to be used for ONE UNIT of assembly item. Follow Navigation to create Assembly Item Item List/Inventory Center  --> Create Item -->     Choose Assembly Item                 Unit of Measurement (UOM) for assembly item can be different from the components. Components UOM and Quantity for one unit of production should be corelated with the unit o...
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Recording Sales Returns/Credit Memo in Quick Books

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How to record Sales Returns in Quick Books? How to record Customer Credit Memo? Follow the navigation to open the Credit memo form: Go to -> Home page/Customer Tab -> Select Customer Credit Note This window will open, follow the steps given below to record customer return. 1.       Select the customer form the dropdown, you can type to search the respective customer for posting return. 2.       Select the “ Class/Cost Center” to whom to want to allocate this sales return and related cost revert. 3.       Address details will be populated automatically if provided at the time of customer creation else can be added at the time of return posting. 4.       Select the “Return Date” and transaction number will be generated automatically with provided format. 5.       Select the “Item” or “Service” being returned from “Item Tab” and “Expense Tab” respectivel...
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