Do I Have to Enter All Data Every Time in QuickBooks?
Question: I am new to the business and to QuickBooks. Do I have to enter all of the data each time with each order?
Answer: QuickBooks runs on lists. The major lists are Customer, Vendor, and Item lists. There are a few others, too.
True to all QuickBooks lists, once you create a list entry, it is saved and can be used repeatedly without having to recreate it.
When you create a new sales order, you can select the customer from the dropdown box of previously created customers or create a new customer as needed. This works the same way for vendors (suppliers) and items.
You can also recreate entire orders in QuickBooks for reorders or if you have the same order for a different customer. Open the sales order, purchase order or Invoice you want to duplicate and select “Create a Copy” at the top of the screen. Make any changes necessary and “Save and Close.”
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant".
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.