2012 June | Quickbooks Training

Quickbooks is a little more complex in developing a invoice because they require the use of an item. If for example you wanted to create a subtotal in an invoice, you have to create a subtotal item to be able to do this.

In this article I am going to outline the process of how to create a subtotal item:

Step 1. Select the Lists menu and then choose Item List from the drop down menu.
Step 2. From the Item button at the bottom of the Item Lists dialog box, choose the New button to create a new item.
Step 3. In the New Item dialog box, select Subtotal from the Type drop down box.
Step 4. Using the tab key, move into the Item Name/Number field and add the text, Subtotal.
Step 5. Press the tab key again and type in the text, Subtotal into the description field.
Step 6. Finally press the OK button.

This means that you have now created the subtotal item in your items list which you can now use in your invoices.

Chris Le Roy

One of the things that drives me insane when in comes with Quickbooks is that by default, when you press Enter it closes whatever screen you are in. Well you can turn this functionality off, so that when you work in Quickbooks it works more like Microsoft Excel.

To configure Quickbooks to move between fields when you press enter follow these steps:

1. Select the Edit menu and then choose Preferences from the drop down menu.
2. At this point the Preferences dialog box will open. Click on General in the left column.
3. Select the My Preference tab
4. The first check box will say “Pressing Enter moves between fields”. To turn this function on make sure that the check box has a tick in it.
5. Select the OK button.

Once you have completed this procedure when you work in your forms and press enter you should be able to move between the fields.

Chris Le Roy

Monthly Archives: June 2012

How to Create a Subtotal Item in Quickbooks

Pressing Enter Moves Between Fields