Tag Archives : 2013

Taking Inventory In QuickBooks POS 5

Inventory for most smaller retail stores should be taken at least every 6 months.  The easiest way to do this is to make sure you are using bar codes for tracking your inventory items.  This way you can use the following inventory scanner and spend much less time (you can rent or purchase these from […]

Inventory Management

Tax Burden

Tracking “Use” Tax on Purchases in QuickBooks – QB Services : How to Track Use Tax?

Tracking Use Tax on Purchases in QuickBooks We were recently asked about how to track Use Tax on purchases in QuickBooks. In states that charge sales tax, purchasers within those states often avoid paying tax by purchasing items from out-of-state suppliers. However, they are required to report those purchases to the state in which they “use” […]

QuickBooks: Are you seeing “Your Full Serviced Plan Expired” and it hasn’t

Earlier this week we opened up our ProAdvisor copy of Intuit QuickBooks Enterprise Solutions Accountant, and in the right column of the Home Page we saw a notification that was confusing to us – “Your Full Serviced Plan Expired”. What? We are a member of the QuickBooks ProAdvisor Program in good standing, so what does […]



QuickBooks Guide – Setting up Gmail in QuickBooks

How to set up Gmail in QuickBooks Note:If you want to use Gmail and you do not already have a Gmail account, you must sign up for a Gmail account before following this guide. You can do that by clicking here and selecting CREATE AN ACCOUNT at the top right.  Step-by-step instructions: 1. a. If […]

QuickBooks Guide – Changing the customer contact email address used for QB Billing Solutions

Change the customer contact email address used for QuickBooks Billing Solutions Change the email address that invoices are sent from when using QuickBooks Billing Solutions  Step-by-Step Instructions: 1. Select the Customers drop-down menu from the top of QuickBooks for Windows. 2. Choose Billing Solutions, then Set Options Online. 3. Click Change customer contact e-mail address from […]



QuickBooks Guide – Entering overtime payroll items on the employee record

Enter overtime payroll items on the employee record If an employee has more than one overtime rate Create a separate Overtime Pay payroll item for each type of overtime. For example, if any of your employees earn both time-and-a-half and double-time, create separate payroll items for both so that you can assign the appropriate multiplier […]

Process an E-Check

QuickBooks Guide – Processing an E-Check

Process an E-Check in QuickBooks 2013 Process an E-Check payment in a Sales Receipt or Receive Payment within QuickBooks 2013. Sales Receipt A Sales Receipt is used when there is no existing invoice for the customer in QuickBooks 2013 and you do not want to create one. 1. From the home screen of QuickBooks, select the […]

Deposit into quickbooks

QuickBooks Guide- Recording merchant fees and deposits

Record merchant fees and deposits in QuickBooks 2013 This article details how to record the following items in QuickBooks 2013: Credit card deposits and fees. Intuit PaymentNetwork deposits and fees. Check deposits and fees. Record credit card deposits and fees Go to the Customers menu > Credit Card Processing Activities >  Download Fees. 2. A […]