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Category Archives: Tips & Tricks

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Double sided items in QuickBooks

Many people don’t know that QuickBooks has what we call “double-sided items”.  Because they do not know that double sided items exist, their process goes something like this:You are an HVAC company and you service and sell boilers.  You create … Continue reading

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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

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Tracking Credit Cards in QuickBooks

Many people make the common mistake of not tracking their credit cards in QuickBooks.  Normally, what these people do, is when they get the credit card bill, they enter it as a bill in QuickBooks and hit multiple expense accounts … Continue reading

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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

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What an accountant can do in an Accountant’s Copy

As an accountant working in an Accountant’s Copy, you can work on transactions dated on or before the dividing date. Your client continues to work in the company file on transactions dated after the dividing date. To prevent your work … Continue reading

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QuickBooks Data File Corruption

QuickBooks is a program that houses tons of data.  The software is often utilized by multiple people on a single network.  Not always is the computer completely up to par that QuickBooks is running on.  Sometimes the environment that the … Continue reading

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Shipping from QuickBooks

A common request that we get from clients is the option to have shipping integration in QuickBooks.  Although there are many add on’s that do shipping, many people don’t realize that QuickBooks and QuickBooks Point of Sale both have a … Continue reading

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Using QuickBooks Point of Sale for Strategic Marketing

Most people know that a Point of Sale system is great for helping retail store owners track their inventory, sales, receiving, etc.  Many people don’t realize that it can also help you with your marketing.  With the direct integration that … Continue reading

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POS v10 – Cool enhancements with web patch releases

Hello again everyone! Upon the initial release of QuickBooks Point of Sale v10, many people were not impressed.  The software definitely had some bugs and issues that made life difficult. Also, some functionality that was available in older versions had somehow … Continue reading

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Ashley is interviewed about QuickBooks Point of Sale!

Since I was unable to get a direct link, go to this link http://smallbiztechnology.com/nyxpo2011videoreport/ and scroll down to the 9th video titled “Point of Sales – Presti & Naegele”.Let us know what you think! 

Posted in QuickBooks 2012, Tips & Tricks |
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  • Double sided items in QuickBooks
    February 02, 2012
    Many people don’t know that QuickBooks has what we call “double-sided items”.  Because they ...

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