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Rebecca Tervo, CPA

Monthly Archives: February 2010

Quickbooks help: How to apply customer payt to multiple invoices

Here’s a question I received recently: How do I apply customer payments to more than one invoice? This short video assumes that you have invoices entered in Quickbooks for the customer.

How to change undeposited funds default on a sales receipt

Question from Feb 2010 Lunch and Learn: How can I receive payments on a sales receipt to petty cash instead of undeposited funds?

Quickbooks Tutorial-January 2010 Enter Checks and Credit Card Charges

Here is my first Quickbooks Lunch and Learn in 2010. I will be posting a lunch and learn video for each month. In January, the topic was how to enter checks, handwritten checks, how to pay bills and enter credit card charges. This video is about 13 minutes in length. Click here to play video…

Quickbooks Preferences

Preferences are a really important part of Quickbooks.  The preferences are responsible for some of the following in your Quickbooks file: Default home screen Default bank account that opens when you write a check Whether popup advertising shows or not in your QB file And much, much more. This tutorial is not intended to cover [...]


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