Purchases Topics List
Purchases
· Making purchases
· Entering Purchases Information
To add or edit Sales/Purchases Information
To delete Sales/Purchases Information
· Entering purchases
Choosing the purchase you want
To buy items from a vendor
To buy services from a vendor
To choose a purchase layout
Entering information about the vendor
To enter information about an existing vendor
To enter information about a new vendor (Easy-Add)
Entering additional information about a purchase
To change your credit terms for this transaction
To change the exchange rate (if you're using Multicurrency)
Entering line items, header and subtotals on purchases
To enter line items for an item purchase
To enter line items on a non-item purchase
To insert a line on a purchase
To insert a header on a purchase
To insert a subtotal on a purchase
To delete a line on a purchase
To assign a purchase line item to more than one job
To track sales and purchases made with the same contact
Customer trade-ins and special purchases by owners or employees
Buying from and selling to the same contact
· Entering purchases (Bank Register)
To make a purchase (Bank Register)
· Choosing what to do with the purchase
Printing purchases
To print purchases
To print a single purchase
To email a single sale or purchase
To email a batch of sales or purchases
To save a sale or purchase as a PDF
To fax a sale or purchase
To create a recurring transaction
To record a recurring transaction (transaction window)
· Finding purchases
To find a transaction
To find a recurring transaction
To find a quote or order
· Using recurring transactions
To create a recurring transaction
To find a recurring transaction
To record a recurring transaction (transaction window)
To change recurring transaction details and record a transaction
To change a recurring transaction's schedule
To delete a recurring transaction
· Reviewing purchase activity
Out of balance information -- Accounts Payable
To find out whether a transaction was applied to the Accounts Payable account
To find out whether Accounts Payable is the allocation account on a purchase
To view purchases (Purchases Register)
To display a list of all purchases (Transaction Journal)
To display and Pay Bills for all open purchases (To Do List)
To display and Pay Bills for open purchases with expiring discounts
To display a list of orders and record as purchases (To Do List)
To print a list of all your purchases
To print a list of purchases by status
To print a list of fully paid bills and their applied debit memos
To view a purchase's history
To view the amounts you owe your vendors
To find a quote or order
· Changing, deleting and reversing purchases
To change a transaction
To convert a quote to an order or bill (Purchases window)
To convert a quote to an order or bill (Purchases Register)
To convert an order to a bill (Purchases window)
To convert an order to a bill (Purchases Register)
To delete an order (with a payment)
To delete a bill (with a deposit)
To delete a bill (with a payment)
To reverse a bill
To record a partial return of items
Bill Payments
· Paying bills
· Entering bill payments
To print and record a check payment
To pay a vendor using an owner's personal funds
To record a purchase paid by an employee
Working with discounts for prompt payment
· Entering Pay Bills transactions (Bank Register)
To pay a vendor (Bank Register)
· Finding, deleting and reversing Pay Bills transactions
To find a bill payment
To delete a bill payment
To reverse a bill payment
To handle a stop payment (Bill Payments window)
To handle a stop payment (Spend Money window)
· Printing checks
To print and record a check payment
1099 Vendors
· Tracking vendor payments on a 1099 statement
To set up a 1099 vendor
· Working with 1099 vendors and forms
To print 1099 forms
To print Form 1096
To enter or change 1099 income amounts
To set up a 1099 vendor
Vendor Debits
· Handling vendor debits
· Creating vendor debits
To create a vendor debit
· Applying vendor debits and receiving refunds from vendors
To apply a vendor debit (Purchases Register)
To apply a vendor debit (Pay Bills window)
To receive a refund (Purchases Register)
To receive a refund (Pay Bills window)
· Finding, deleting and reversing vendor debits
To find a vendor debit before it's settled
To find a vendor debit after it's applied
To find a vendor debit after you've received a refund for it
To delete an applied vendor debit or a refund
To reverse an applied vendor debit/refund
To reverse a vendor's refund
To reverse a vendor refund recorded on a bank deposit for undeposited funds