How to Track Revenue from Two Customer Groups in QuickBooks
You could also use customer types. This is a better option if there are also expenses associated with your customer types because you can filter many reports by customer type, including your P&L. Exporting your customer list is the easiest way to add them. However, this creates a separate, filtered P&L for each customer type.
You could also use classes and the P&L by Class report. The drawback to that is you’ll have to open every transaction and add a class to it. Very tedious.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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How to Delete a Duplicate Deposit in QuickBooks
Owners Equity
Owners Contributions
Owners Draws
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
How to Create Loan Receivable Statements in QuickBooks
1. Invoice for the note receivable payment showing principal and interest due.
2. Be able to generate a statement out of QuickBooks that shows:
a. the original note receivable amount
b. payments against the note receivable
c. balance owing on the note.
I can get to the create invoice for the current payment and principal due but can’t get the statement issue resolved. From the blogs I have seen, you are the go to person on this. Thanks for any help on this.
Start by making sure the item you use for the principle payment on your invoices is mapped to the notes receivable account, so it’ll reduce the balance of loan. Only the interest payment is revenue.
Then either run a Quick Report from the chart of accounts, double-click on the Notes Receivable balance on your balance sheet report, or a Custom Transaction Detail report filtered for the notes receivable account. If you don’t have separate Notes Receivable accounts for each loan, and I wouldn’t, you can filter any of these reports by Name.
Make sure to filter the report to include all transaction types except invoices, otherwise it'll include unpaid invoices.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
How to Enter a State Resale Certificate Number in QuickBooks for Point of Sale
I'm also not a big fan of checking the tax-exempt box because I don't like the way the reporting looks in QuickBooks. I'd create a non-taxable sales tax item instead.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise


