8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which reports are musts? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there are always bills to pay, it seems like. All of this activity is, of course, important in itself, but …

QuickBooks Can Do Much More Than You Think

QuickBooks Can Do Much More Than You Think No, you’ll never max out all of its features, but here are some tips on tools that extend QuickBooks’ usefulness – and save you time.   Zero In On Key Report Figures   You’ve undoubtedly created reports that were so lengthy that you got tired of scrolling up and down to find …

Backup Or Portable Company File?

Backup Or Portable Company File? How To Decide QuickBooks provides two ways (actually, three) to create a copy of your QuickBooks data file. When is each appropriate, and how do you proceed? When you think about it, it’s pretty amazing that Intuit is able to pack the lion’s share of your financial data into one giant company file. Certainly makes …

Customer Refunds, Are you doing them right?

Customer Refunds: Are You Doing Them Right? Refunds. You probably wince at the word. Some – like customer refunds for returns – are fairly uncomplicated, thanks to QuickBooks’ tools. Others, not so much. You may find yourself unable to balance your accounts receivable. There are numerous scenarios that necessitate the use of credit memos, including overpayment, order cancellations and bad …

QuickBooks 2012:New Features

QuickBooks 2012: New Paths to Better, Faster Financial Management   As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights. The new Express Start is designed for businesses that want to blast through setup …

Do you want to track inventory by location?

There is a new add on program that is built into QuickBooks Enterprise called Advanced inventory. It is an nominal annual subscription that allows you to track you inventory by location. You can keep all your data in one company file and simply transfer from one warehouse or location to another. Some of our customers have more complex needs such …

Do you need Multi Location Inventory tracking in QuickBooks?

Manage your inventory more efficiently with these sophisticated inventory capabilities: Track Inventory in Multiple Locations • Know the value and quantity of inventory in  multiple locations. For each location, you can see how many items are on hand, on sales order, on purchase order, and your reorder point… and QuickBooks will automatically calculate which items you need to restock. • …