Posts on May 2015

Marking an Invoice as Pending and Removing the Pending Status Stamp

May 11, 2015 Categories: QuickBooks Ofir Gabay


There may be times where you want to issue an invoice to a customer, but do not want to recognize the revenue because you have not yet earned the revenue. According to generally accepted accounting principles, you should recognize revenue when it is earned if you are doing accrual basis accounting. Marking the invoice as pending will save the invoice for you to finalize in the future and will NOT record any accounting in the background (will not record sales or a receivable).

To mark an invoice as pending, fill out the invoice fields as usual then click the Mark as Pending button shown in the image below.

markpending

 

If you preview the invoice, after marking it as pending, you will notice that it has a Pending Status Stamp on the invoice (see image below).

Pendingstamp

 

If you wish to remove this stamp, you will need to edit the template. You do this by clicking the lists menu then choosing templates from the top menu bar. Then you select the template you want to edit and right click it and choose edit template. In the Basic Customization window shown below, make sure to uncheck the box labeled Print Status Stamp.

PrintStatusSetting

 

Click OK to save the change to the template and now your pending invoices will print without the Pending Status stamp.

If you have any questions please feel free to leave them in the comments below this post. Thank you for reading and have a nice day!

Job List in QuickBooks Desktop – Report Customization

May 8, 2015 Categories: QuickBooks Tags: , , Ofir Gabay

I was having a consulting session with one of my clients and they wanted to know how to get a list of jobs out of QuickBooks Desktop. There doesn’t exist a default report that will give you a list of jobs in QuickBooks, but using some advanced customization options you are able to get a detailed job list.

The first step in our customization will be to start with the default Customer Contact List.
Reports>List>Customer Contact List
CustomerContactList

 

 

You end up with the following report that shows all of your customers and jobs.

CustomerContactList2

 

From here we made a few key customization changes to come up with the report we wanted. Click the Customize Report button and select the columns you want to see.  In our case, we wanted to see the job description, the customer, start date, projected and actual end date. (see the following image)Columns

 

Next, I wanted to filter the report so that it only shows Jobs. I did this by including the Customer:Job Level filter. I filtered for the level to be greater than one.

JobFilter

 

Finally, I changed the header to reflect that this is a Job List.

JobListHeader

 

The result was a nice Job List report with meaningful information that the client can memorize for future use.

JobListReport