Tag Archives : accounting

Depositing Payments in QuickBooks: The Basics

Creating bank deposits manually can be a huge chore. QuickBooks simplifies this task. Satisfying though it may be to enter all of those customer payments manually on a paper deposit slip, it can also be tedious and time-consuming. The more successful in business you are, the more time and care it takes.   Whether you […]

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Inventory Management

Prepare QuickBooks to work with QuickBooks Point of Sale

Before you can integrate QuickBooks Point of Sale and QuickBooks, you must install both programs and set up your QuickBooks company file to support the exchange of information. When setting up your company file in QuickBooks: Turn on inventory tracking features in QuickBooks so that you can integrate with Point of Sale. Only the QuickBooks […]

QuickBooks POS: Customer Rewards Overview

What parts of a transaction qualify for Customer Rewards? Inventory, Service, Non-inventory, Group, Assembly Earns Rewards: Yes Redemption: Yes Sales Tax Earns Rewards: No Redemption: No Shipping Charges Earns Rewards: No Redemption: No Gift card/certificate purchase Earns Rewards: No Redemption: No Gift card/certificate redemption Earns Rewards: No Impact Redemption: No Impact Charges to customer account Earns Rewards: No impact Redemption: No impact Payments on customer account Earns […]

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Error Code

Fixing QuickBooks Installation Errors

Fixing QuickBooks Installation Intuit releases updates to supported versions of QuickBooks quite often, and this is the time of year when we seem to see a lot of updates. That means it is a good time to talk about fixing QuickBooks installation errors. Nothing warms the heart more than seeing “The update installer has encountered […]

Barcoding for QuickBooks: SmartScan Order Verification – QB Services : QuickBooks

Barcoding for QuickBooks: SmartScan Order Verification We’ve been talking about QuickBooks barcode support a lot lately. If you have an inventory-centric business, barcodes can really help improve your efficiency and accuracy of data entry. This has been an area that we’ve received a lot of questions about ever since Intuit introduced barcode support in QuickBooks […]

QuickBooks Barcoding Solution

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 Support: Change QB License Number without Reinstalling

Here, we will take a look at how you can change your QuickBooks license number without having to reinstall the whole program. This can come in handy if you have installed using the wrong license, or miscellaneous other unique situations. As ProAdvisors, we have been through a number of times where this would be handy. […]

License Issues

Make a Deposit

QuickBooks: Deposit unexpected refund, rebate, reimbursement or reward check from vendor 6

This article describes how to track and deposit income from a vendor that is not associated with an existing bill. Examples include rebates, reward incentives, refunds, reimbursements or checks issued by a vendor to cash out an existing credit. These types of items must be deposited in a way that does not leave an undated […]

QuickBooks Support – Invoices are showing under Checks and Payments side of reconcile screen

When attempting to reconcile bank account, there are invoices showing on the left hand side of reconcile screen under “Checks and Payments”.  The reason the invoices are showing on the reconcile screen is that there is a item on the invoice that linked to a bank account. How to fix it Go to Banking/Reconcile. Select […]

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QuickBooks Help

Understanding QuickBooks Cash Basis Reports

One of the best features of QuickBooks is that it does not lock you in to the Cash or Accrual Basis. This means you can use accrual basis reports throughout the year for management information, and use cash basis reports for preparing your taxes. This doesn’t mean QuickBooks keeps two sets of books; it just […]