QuickBooks Help Blog

QuickBooks: Don’t Buy Pirated Software!

The Dangers of Purchasing Pirated Software   Due to a recent interaction with a business owner in California, I find it important to write about the dangers of purchasing a pirated copy of QuickBooks software. That means you are purchasing software from a secondary source that is not an authorized Intuit Reseller or from Intuit directly, […]



QuickBooks Point of Sale: Add Custom Discount Names

How do I add customized Discount Names to track discount by category or event? This can be very important since we run several promotions throughout the year. Answer This is a great question so hopefully we can provide an easy solution. In POS V12 click on the Inventory drop-down menu and then choose Price Manager. In […]

QuickBooks: Enter opening balances for customers and vendors

The method you use to enter opening balances for customers and vendors will depend on whether the balances existed before your QuickBooks start date, or if they were acquired after the start date. Use the method that best fits your situation. Detailed Instructions Important: If you want to keep track of individual sales or bills […]


quickbooks reset password

QuickBooks: Automated Password Reset Tool

The Automated Password Reset Tool can be used to reset your QuickBooks Admin password in any version of QuickBooks for Windows. How to fix it Go to: http://support.quickbooks.intuit.com/support/passwordremoval.aspx From the QuickBooks version, select your version of QuickBooks. Important: The version of QuickBooks you last opened your company file with must be installed on the computer […]

Intuit Field Service Management: How to find a service ticket –

  Finding a Service Ticket * This is your find box. Each area in IFSM has this search box.  Tip: If you just created a Service Ticket, a link for it appears at the top of the List of Service Tickets. (Show me)  It will also be available in the Recent Items list. *You can […]

Looking for a service ticket


QuickBooks Column Total Problem

Intuit added the ability to total columns in forms other than just the Amount column when they released QuickBooks Enterprise V15, but there are still some odd issues that people are running into. Here’s a workaround for one of the problems, where quantity totals don’t work in an invoice created from a sales order. QuickBooks […]

QuickBooks POS: Scan Tracking Confirmation from UPS or FedEx

Common Found Problem The one critical piece of functionality we need is the ability to scan the tracking confirmation from UPS or FedEx directly into QuickBooks and display it on the Point of Sale sales receipt. Can we do this? Answer Yes we can do this. The first thing we want to do is setup […]



Top reasons to get QuickBooks Payments – Intuit QuickBooks

Here at QB Services, we know that there are constant challenges to face when you’re running your own business. Back office tasks like getting paid, managing your cash flow, accounting, and reconciliation can feel overwhelming at times. We’re here to help, with ways to get you paid faster and save you time with easy payment […]

Bookkeeping tips for QuickBooks Point of Sales

Often times I receive calls from bookkeepers who are wondering why their QuickBooks financial accounts are all “messed up” because it is linking to QuickBooks POS. First thing I do is say, can I log onto your computer and see how you currently track your financials? Then, I go through the process of pointing out […]

Bookkeeping tips for QuickBooks Point of Sales Icon

reconcile credit card batch

QuickBooks POS: Reconcile Point of Sale Credit Card Batches

Point of Sale 2013 automatically batches credit cards at 3:00pm PST resulting in two partial days of transactions in one batch. If you send detailed receipts to QuickBooks during a financial exchange, you will be able to match up the individual deposits. If you are sending summarized receipts, the total on the receipt is for […]