Category: Working with QuickBooks
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 [...]
Expanding Your Business with QuickBooks Integrated Applications
It seems like with all the features that QuickBooks includes, there are still gaps in functionality for some industries and specific businesses. As a QuickBooks Consultant, how do we address these issues? Sometimes it is by using a work around in QuickBooks alone, but what about when that is not enough? That is when an [...]
QuickBooks Available Inventory
If you use the Inventory feature of QuickBooks you understand the concept of quantity on hand – a measure of the quantity of any inventory part or inventory assembly item that you have at any given time. QuickBooks also has another measure of quantity that many people don’t understand – available quantity. Let’s dig in [...]
Form 1099-K–How to Reconcile with QuickBooks
Well, the January 31 deadline has come and gone, so by now you should have your 1099-K forms in hand. This new form is being sent by all “merchant acquiring entities” as mandated by Section 6050W of the U.S. Internal Revenue Code. That means that eBay, PayPal, as well as the credit card processing [...]
eCommerce, Shopping Carts and QuickBooks
Technology has changed the way we shop and it continues to evolve at a dizzying pace. In my last article, I talked about eCommerce and all of the various components. This time around, I will take a look at the first point of contact in the online purchasing process: the shopping cart. Shopping cart software can be [...]
