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QuickBooks POS: How to Add and Build Assembly Items

Add and Build Assembly Items An assembly must be defined and then built to make it available to sell. Should I be using a group item instead? (Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed; Headquarters for any store; remote stores […]

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QuickBooks POS: Unlock to a Higher Level

How to Reach a Higher Level: If you need additional functionality, you can unlock to a higher level of Point of Sale at any time over the phone, for an additional fee. To unlock to a higher license level: Call 1-888-255-9878 select option 3 from the menu and tell the service agent that you want […]


QuickBooks POS: Customer Preferences

Designate The Functionality of your Customer List: Customer preferences allow you to specify if you want so share customer information with your QuickBooks financial software and if you want to require that a customer be recorded on all sales. Recording customers on sales allows you to offer customer-specific discounts, use charge accounts, and to build […]

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New Release

QuickBooks 2016 R5 Released

Intuit released the QuickBooks 2016 R5 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website. I’m not sure when it will go out as an automatic update. I haven’t had a chance to test this yet. You may want to wait a week to see […]


QuickBooks Online February 2016 Update Part 2

In addition to the inventory updates that I wrote about in my prior article, Intuit has released a number of other changes in QuickBooks Online this month. Let’s take a look at what else is new. Converting QuickBooks Desktop to QuickBooks Online Intuit has been working on improving this process over the past year or […]

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QuickBooks Point of Sale: Inventory Reports

Inventory Adjustments and Reports   This is a very essential tool to have at your disposal. It allows you to jump directly into your Point of sale machine and perform a multitude of adjustments. For this particular blog, I will show you how to adjust and review your reports very effectively.   1.) Select Reports […]


QuickBooks Point of Sale: Price Changes

How to Change Prices:   1.) From the home page, select Reminders from the Inventory menu.   2.) Select one of the available tabs. Price Changes Tab The Price Change reminders screen displays both the old price and new price when item prices change. Your regular price and the prices at your other price levels are also displayed […]

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QuickBooks Online Inventory February Update

  Intuit has updated QuickBooks Online this month, and there are some significant changes to the inventory tracking feature. Let’s take a look at what is new in the QuickBooks Online inventory February update. Note that Intuit releases new features to users incrementally. That is, first it is rolled out to a small number of […]


QuickBooks Online: Customize Invoices

Navigate to the Company Settings Menu From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab.   Edit an existing Form Style On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the […]

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QuickBooks Presidents Day Week Sale – Steep Discounts!

QuickBooks Enterprise Solutions February 15-19, 2016  50% off 1-30 users, all tiers, monthly or annual billing  Discount applies to first year only 50% OFF QBES, 2/15-19, 50% off 1-30 Users. QuickBooks Enterprise Solutions Software Promo Discount Silver Monthly Gold Monthly Platinum Monthly Silver Annual Gold Annual Platinum Annual QBES 1 user 50% $42.00 $54.50 $67.00 […]