Category: QuickBooks Tips/Tricks
The QuickBooks Online Income List
It’s an Income List, but not an income list. Confused? Don’t be, I’ll explain how it all works. Earlier this year, the QuickBooks Online team introduced the Income List. While I understand what is intended with this list, not to mention finding it to be a huge time saver and using it, I find that [...]
QuickBooks POS Inventory Adjustment Account and your QuickBooks Financials
One of the most important issues for a retailer is tracking and properly accounting for inventory. In our upcoming QuickBooks Live Webinar I will be covering how to properly receive inventory. In this article, I discuss what I see when QuickBooks Point of Sale (POS) is not properly used, and some of the issues that [...]
QuickBooks 2012 Inventory Notes and Item List Problems
One of the new features added to the 2012 version of QuickBooks was item notes – the ability to add a note to your item list records just as you could to many other lists in QuickBooks. Have you used that feature? Have you noticed that sometimes your notes disappear? Or, have you noticed that [...]
Printing Serial Numbers in Invoices with QuickBooks Advanced Inventory
Intuit added the ability to manage serial numbers in QuickBooks Enterprise V12 with the Advanced Inventory option, and I’ve had a couple of clients point out a “bug” that was frustrating them relating to editing of sales forms and this feature. Turns out it isn’t a bug, just an odd way to implement this feature. [...]
Trading Credits Between Jobs in QuickBooks
I occasionally get clients (particularly contractors) asking me if they can transfer the overpaid balance from one project to another, often from a completed project to a new project. They thought it would be easy. They thought they could create a journal entry and debit Accounts Receivable for the overpaid job and credit Accounts Receivable [...]
QQube Update
A bit over a year ago I wrote about an exciting new reporting tool, QQube (see QuickBooks Reporting is Simple with QQube). I work extensively with the QuickBooks database and I was really excited by the potential that I saw in this product. This is the best QuickBooks reporting tool available in my mind, and [...]
New QuickBooks 2012 Bounced Check Feature (and bug)
Intuit recently released QuickBooks 2012 R8 and one of the new features is a new procedure for dealing with bounced checks. Let’s take a closer look at this new feature to see what it is doing. I’ll also point out some bugs in the feature, along with workarounds. Note that this new feature will only [...]
What the Heck is EDI and Why Should I Care?
One of the backbones of eCommerce is EDI (Electronic Data Interchange), a standard method of exchanging files that has been around since the 1980’s. EDI is used in some degree in almost every industry. Over the years, it has become widely adopted throughout the retail, manufacturing, transportation and health care industries for exchanging data between [...]
QuickBooks 2012 R8 Released
Intuit has released the QuickBooks 2012 R8 update for the U.S. version of QuickBooks. This is another major update for the 2012 product, with a long list of changes. Please note that I have not had the opportunity to check or confirm each of the issues listed here. At the time I’m writing this the [...]
