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Author Archives: admin

From Paper to Progressive – Why dates matter to POS

It has been a month since we have implemented the QuickBooks POS system for our client who was originally only using paper for everything. It has been a month of learning, making mistakes and corrections. Now that most everyone is … Continue reading

Posted in Current Projects, From Paper to Progressive | Tagged , , , |

From Paper to Progressive – Re-training

So far, we have been using the POS software for about a month now, and it has been mostly good. We scheduled another training this week however, to go over a few ‘minor’ details that stems from people who are … Continue reading

Posted in Current Projects, From Paper to Progressive | Tagged , , , , |

From Paper to Progressive – Workflows

One thing I have noticed when I switch any client from a paper system to a computer system, is the reluctance to change their workflow processes. They try to keep the same system in place that they had when using … Continue reading

Posted in Current Projects, From Paper to Progressive | Tagged , , |

Customizing Templates – Borders

In my previous article, Customizing Templates – Adding and Removing Fields, we looked at how to add and remove columns and fields from a template. This article is going to discuss how to change borders to help your template stand … Continue reading

Posted in Tips & Tricks | Tagged , , , |

Customizing Templates – Adding/Removing Fields

QuickBooks offers templates that allow you to customize printouts to better fit your business. QuickBooks does offer stock templates for a variety of business, but the included one can be fairly generic and plain looking. When I visit a new … Continue reading

Posted in Tips & Tricks | Tagged , , , |

From Paper to Progressive

Recently, we have been engaged by a new client to assist them to switch to a computerized system. The company is a manufacturer of fencing, and has multiple locations. They have been using paper since the business has started, but … Continue reading

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Switching from QuickBooks Windows to Mac – Assembly Items

Mac computers are becoming more popular every day, and we get a lot of customers who want to switch from QuickBooks for Windows to QuickBooks for Mac. While the QuickBooks 2011 for Mac has a lot of the features of … Continue reading

Posted in QuickBooks for Mac, Tips & Tricks | Tagged , , |

Double Sided Items

In QuickBooks software there are multiple item types you can create. Two of the items, Non-Inventory Part and Service, have an option labeled “This item is used in assemblies or is purchased for a specific customer:job”. This check box can … Continue reading

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QuickBooks software 2012 R3 Released

Intuit has released the first update for QuickBooks software 2012, R3 (R2 was skipped, as per usual). The manual patch comes is around 54MB which is a fairly large chunk, but the patch does have many fixes and changes. Here … Continue reading

Posted in 2012 New Features, Current Tips and Tricks, Updates, Releases and Other Patches | Tagged , , , |

Intuit Connect 2010 – November 16

Are you utilizing the best products and services Intuit has to offer? Be one of the first to join this unique and informative virtual event sponsored by Intuit, the makers of QuickBooks. Click Here to Register Learn about the power … Continue reading

Posted in Current Projects |
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