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Author Archives: Ashley

QuickBooks Keyboard Shortcuts

I can’t tell you how many times I get asked “how do you move through transactions so fast?” Here’s a little hint…

Posted in QuickBooks 2012, Tips & Tricks | Tagged |

Unpaid Bills report – Why do $0.00 balances still show on this report?

I have gotten this question a few times now in the past couple of months so you know when that happens – it’s time to create a blog post.  When you run the Unpaid Bills Detail report in QuickBooks, it’s … Continue reading

Posted in QuickBooks 2012 | Tagged , , |

Tracking Pre-Payments on inventory purchases in QuickBooks

I recently received a call from a client with an issue in buying/paying for inventory.  Basically he needs to have a way to pay an inventory item bill before the items are actually received and then have that payment apply … Continue reading

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Point of Sale Transactions missing in QuickBooks Financial.

For those of you using QuickBooks Point of Sale integrated with QuickBooks Financial software, you may notice from time to time that QBF is missing some POS transactions from a prior period. Although this doesn’t happen often, you need to … Continue reading

Posted in QuickBooks 2012, QuickBooks Point of Sale | Tagged , , , , |

Sales Orders, Work Orders, Layaways in QuickBooks Point of Sale

QuickBooks Point of Sale offers the ability to process Sales Orders, Work Orders and Layaways, which are technically non-posting transactions that promise your customer something in the future. Sales Orders are used when a customer has ordered something that is … Continue reading

Posted in QuickBooks 2012, QuickBooks Point of Sale, Tips & Tricks | Tagged , , |

What are Items in QuickBooks?

Many people see that there is an “Item List” in QuickBooks but don’t fully understand what it is used for.  I have had a bunch of clients that just create one item in the item list and use that item … Continue reading

Posted in QuickBooks 2012, Tips & Tricks | Tagged |

QB POS sometimes freezes on Purchase Orders.

Recently I ran into an issue with a client that has POS Pro v10 on multiple workstations and a server.  They were complaining of an issue where the system would freeze up when they were entering Purchase Orders.  After doing … Continue reading

Posted in QuickBooks Point of Sale, Tips & Tricks | Tagged , , , |

QuickBooks POS – What’s the difference between Purchase Orders and Receiving Vouchers?

It’s not uncommon for me to run into situations during POS training where people are confused between the terminology of PO’s and Receiving Vouchers.  I thought this would be a good place to give out some pointers for those of … Continue reading

Posted in QuickBooks Point of Sale, Tips & Tricks | Tagged , , , , , |

NYS Sales Tax Changing again for Clothing & Footwear

Here’s a quick little post to give you all a heads up that, yet again, NYS Sales Tax rates for Clothing & Footwear will be changing as of April 1, 2012.  From April 1, 2011 through March 31, 2012 clothing … Continue reading

Posted in Taxes | Tagged |

Customizing Reports in QuickBooks software

All the most current versions of QuickBooks software have tons of standard reports that people can use to gain more extensive knowledge of their business.  What some people don’t know is that they can customize any of these reports and … Continue reading

Posted in QuickBooks 2012, Tips & Tricks | Tagged , |
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