Tag Archives: QuickBooks 2012

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

Posted in Current Tips and Tricks, Inventory | Tagged , , , |

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 Current Tips and Tricks, QuickBooks Point of Sale | 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 , , , , , |

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

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The Toy Store – Training Day

Finally, we are at training day.  Because this client was switching over from Retail Pro, they picked up on all the aspects of the program very easily.  Even though QuickBooks is known as one of the easiest programs to learn … Continue reading

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The Toy Store – Installation Day

The day after I did the creation of the POS data file and the importing of all the lists, I went onsite to install the POS software & hardware, QB software and the POS data file.The first thing I had … Continue reading

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The Toy Store – Creation of Data File

I have been working a lead for about 3 years that I had met at the NYC Toy show.  Every year the owner would reach out to me and tell me to not write him off his list – that … Continue reading

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Current Projects – The Nursery

Right now I am working on a fairly large QuickBooks Point of Sale implementation.  There have been a few hurdles so far that we were able to work out and I would like to bring you along for the ride.In … Continue reading

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Tracking Credit Cards in QuickBooks software

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 software and hit multiple expense … 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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