Choose your employee from the list, then select Edit. Customize your contact list report to include notes Go to Reports. In the Find report by name field, enter the contact list report that you want. Select Change columns , then select the Note checkbox.
Select Run report. Was this helpful? Yes No. Small business owners typically use QuickBooks to manage their invoices, pay their bills, and track their cash flows. They also use it to generate month- and year-end financial reports as well as prepare for quarterly or annual business taxes.
Some business owners manage QuickBooks themselves while others prefer to use an in-house or outsourced bookkeeper. You can create invoices easily and either print them or email them to customers. QuickBooks will record the income and track how much each customer owes you automatically. QuickBooks keeps track of your bills and expenses automatically by connecting your bank and credit card accounts to QuickBooks so that all of your expenses are downloaded and categorized.
If you need to track a check or cash transaction manually, you can record it directly in QuickBooks in a few minutes. This report will provide you with the details of your current and past-due bills.
By managing all of your cash inflow and outflow activities in QuickBooks, you can print financial statements that provide useful information about how your business is performing. Lenders often require financial statements when you apply for a small business loan or line of credit.
Below is a brief description of each of these reports, along with a snapshot of what they look like in QuickBooks Online. The report shows you the bottom line net income loss for a specific time period, such as a week, a month, or a quarter:.
Profit and Loss report in QuickBooks Online. The Balance Sheet Report shows what your business owns assets , what it owes liabilities , and its net worth equity at a particular point in time:.
Balance Sheet report in QuickBooks Online. The Statement of Cash Flows in QuickBooks will show you all of the activities that affect the operating, investing, and financing cash inflows and cash outflows for your business:. Mistakes made in calculating paychecks can result in steep penalties and unhappy employees.
QuickBooks has its own payroll function that can calculate and run payroll as often as you need it automatically. The hours tracked then flow to both your customer invoices if billable and your payroll. This ensures that every hour you pay your employees for is considered for billing to a customer. The purchase of a QuickBooks payroll subscription is required to run payroll, but you have several levels of service to choose from to fit your needs.
QuickBooks can track the quantity and cost of your inventory. As you sell inventory, QuickBooks will allocate a portion of your inventory to cost of goods sold COGS automatically, which is an expense account that reduces your income. This allocation is a requirement for calculating taxable income and very cumbersome to do by hand. Install Simplified install experience, improving stability and performance. Accountant's Copy Resolved issue causing QuickBooks to crash when importing a. Bug Fixes Resolved issue preventing changes to contact details after converting a lead to a customer.
Enabled users to be able to print unlimited pick-lists at once QBES. Linked to a solution when QuickBooks asks to have all Outlook windows closed when sending invoices. Release 9 R9 - June What's important about Release 9? You can now set up your employees' SOC as seasonal. Bug Fixes Fixed the issue where the invoice history appears as blank if you use the credit memo to pay the invoice. Fixed the Payments Login icon issue when emailing an invoice. Fixed an issue to show Past Due stamp after clicking What's New when on an invoice.
Fixed the error that appeared when closing Accountant copy files. Release 7 R7 What's important about Release 7? Bug Fixes Bug fixes include: Resolved issue where discrepancies were observed when accountant copied files were used for Pick, Pack, and Ship. Fixed an issue with credit cardholder name not appearing in an EMV transaction. Release 6 R6 What's important about Release 6?
Import for items with hidden parents Accounts, customers, class and inventory items with hidden parents will now import successfully. IIF Import Bug Fixes Bug fixes include: Invoices that have both invoice and credit lines now import successfully Deposit transactions with 2 decimal points will now import Issues with importing employee names has been resolved Format for time in decimal and hours only is now supported Field for Doc Reference number for payments and bills has been extended from 11 to 20 characters Performance Performance improvement for FIFO enabled company files when saving inventory related transactions especially effective for large company files Data corruption resolved The issue that caused data corruption when voiding an invoice that was created from a sales order has been resolved.
Incorrect reporting resolved The issue that was causing the Inventory Stock Status by Site and the Inventory Valuation Summary by Site to display twice the correct quantity has been resolved. Release 5 R5 What's important about Release 5? Release 4 R4 What's important about Release 4? Bug Fixes Fixed! Crash issue while applying credits to Invoice Fixed! Payroll Onboarding The following issues are now fixed!
We've incorporated a simpler and faster in-product Payroll purchase experience. After purchase, you can easily onboard to QuickBooks Desktop Payroll. Self Help Improved discovery of content and Intuit support channels in the help panel.
Release 3 R3 What's important about Release 3? Improvements to Invoice Tracker SDK enhancements Troubleshoot and fix errors related to saving forms as pdf or printing them Accounts Receivable Fixed an issue causing an invoice form to freeze for users with Microsoft Outlook all versions installed.
Message our social care experts on Twitter , Facebook or visit our community for quick support. QuickBooksHelp Intuit. Each new update includes all the changes from earlier updates. Release 8 R8 - October What's important about Release 8? Payroll Workforce Workforce enabled company files have the ability to upload payroll data for the current year and previous last three years.
Account management Improved Intuit account sign in prompts to explain the value of an Intuit account for use with different features and services. File management Company files with missing company names will be asked to update the name. Credit card expiry notification with Plus enablement Introduced notification of credit card expiration dates. You can notify users to update their credit card information. Release 7 R7 - June What's important about Release 7? Performing a Rebuild Data after updating to this release repairs memorized reports.
User Management for Accountant edition When opening an existing company file, or creating a new one, the admin will be prompted to sign in to their Intuit account. Account Management Accessing Manage My QuickBooks account, from the Help menu, no longer requires an Intuit account to sign in if the user has already done so elsewhere in the file. Payroll New Federal compliance rules require Payroll customers using Direct Deposit service to update their Payroll account information by July 31, to avoid disruption.
Discovery hub A new way to explore the best of what QuickBooks has to offer. Open Discovery Hub via an icon in the top menu bar to learn about the latest and relevant features. Payment Links Get paid quickly and conveniently by emailing selected customers a secure Payment Link. Collect advance deposits and prepayments on statements or initial consultations.
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