Join Suzanne Robertson for an in-depth discussion in this video Setting a vendor account number, part of QuickBooks Pro 2008 Essential Training.
If your vendor assigns you an Account Number, enter the number in the field on the Additional Tab Info where it says Account…Number.…QuickBooks will take this Account Number and automatically enter it into the Memo field on your Vendor Check. If this vendor…is someone you pay online, an Account Number is required because the payee uses this number to identify who you are.…Remember, this is a number that you do not create. This is a number that is assigned to you. You use it to track on…your checks so that when you pay a vendor they have the Account Number readily available on the check and can easily…match you up in their records. We're going to go ahead and fill in this Account Number here, and then later on when we go to pay…this vendor, this Account Number will show up in the Memo field of our check.…
Author
Suzanne Robertson
Released
1/18/2008Note: QuickBooks Pro 2008 is not currently available for the Mac. If you are a Mac user you will be unable to open the exercise files for this tutorial, however you will still be able to watch the movies.
- Working with the Chart of Accounts feature Setting up items Tracking inventory items Using the Customer Center Invoicing customers Making client sales receipts Applying discounts and credits Entering and paying vendor bills
Skill Level Beginner
Duration
Views
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1. Introduction
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Welcome1m 2s
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Understanding QuickBooks Pro1m 37s
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A word of warning1m 22s
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Using the exercise files2m 2s
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2. Basic Accounting Principles
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Using a balance sheet6m 24s
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3. The Easy Step Interview
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4. Understanding the QuickBooks Environment
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Using the home page5m 15s
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5. Chart of Accounts
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Creating an account4m 37s
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Creating a sub-account3m 46s
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Editing an account3m 20s
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6. Setting Up Items
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Understanding the Items list1m 28s
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Adding an inventory item8m 15s
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Adding a non-inventory item2m 44s
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Adding service items2m 27s
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Adding other charges1m 18s
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Adding sub-items3m 44s
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7. Sales Tax
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Setting up sales tax items3m 17s
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Setting up sales tax codes2m 38s
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8. Customer Information
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Using the Customer Center4m 46s
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Adding a new customer13m 9s
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Adding a new job4m 14s
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Merging customers2m 41s
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9. Invoicing Customers
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Creating an invoice6m 14s
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Using invoice templates4m 38s
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Printing invoices3m 55s
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Emailing invoices2m 43s
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Voiding invoices1m 52s
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Using Credit Memos5m 15s
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Creating client statements6m 23s
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Assessing finance charge6m 10s
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10. Customer Payments
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Making client sales receipts3m 38s
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Receiving payments3m 46s
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Making a deposit5m 34s
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Refunding clients3m 21s
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11. Vendor Information
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Using the Vendor Center5m 48s
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Adding a new vendor2m 28s
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Opening balance3m 12s
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12. Entering Vendor Bills
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Entering bills8m 15s
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Crediting a bill2m 45s
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Merging vendors4m 1s
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13. Paying Vendor Bills
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Paying a bill8m 19s
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Assigning check numbers1m 48s
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14. Using Purchase Orders
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Creating a purchase order5m 19s
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Receiving items3m 49s
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15. Understanding Preset Reports
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16. Working with Reports
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Modifying a report8m 24s
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Memorizing a report3m 15s
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Exporting reports to Excel4m 40s
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Printing reports33s
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17. Additional Information
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Paying sales tax6m 6s
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18. Pitfalls
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Conclusion
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Using additional resources1m 32s
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Goodbye15s
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Video: Setting a vendor account number