Tag Archives : QB Services


Invoice Customers based on Employee Experience

Many service-based companies, Invoice Customers based on Employee Experience.  For example, companies who provide electrical services may have an apprentice billed out at one rate, journeyman at another rate, and finally a master electrician at the highest rate.  Billing rate levels let you set custom service item rates for different employees and vendors.  Billing rate […]

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


QuickBooks POS and QuickBooks Financial Reports

How come QuickBooks Financial Sales Summary reports do not match with my POS sales reports?  First of all, yes, if you are running the sales summary report in QuickBooks, the report may not match your QuickBooks POS sales report. The reason is that the Gift Certificate purchases and redemptions ARE included.  So in other words, […]

QuickBooks POS: Uninstall and reinstall the Zebra 2824 tag and label printer

You can use Microsoft Windows to uninstall the Zebra 2824 tag and label printer, and Point of Sale to reinstall it. Refer to The Downloads Center for the currently tested drivers. Detailed Instructions Windows XP (expand)[expand] Note: You must have your Point of Sale installation CD to reinstall the Zebra printer.To remove or uninstall the Zebra 2824 printer: […]

Intuit Zebra 2824p Price Tag Printer

Email Receipt

QuickBooks POS: Email a receipt or order from Point of Sale

You can e-mail Point of Sale documents to your vendors and customers. All documents are e-mailed using the same basic procedure. When e-mailing documents, Point of Sale automatically launches your default Windows e-mail client, creates the e-mail, and attaches the document in PDF format. You must have entered e-mail addresses for the customer and/or vendor being e-mailed […]

QuickBooks POS: Notes on Reversing Receipts of Specific Payment Methods

When you reverse a sales receipt, the reversing receipt created is a return receipt. The amounts taken in payment on the original receipt are returned as change (on paper) to the customer as credits on the return receipt. In this way, the accounting is automatically corrected along with the other changes you make on the […]

Retail Cash Register

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 […]

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” […]

Tax Burden

Inventory checking

How to Prevent Negative Inventory: Because it is BAD – QuickBooks

You can use the inventory feature in QuickBooks to keep track of the “quantity on hand” (QOH) of inventory parts and assemblies, but this can add a dimension of complexity that can create problems for a small business. One of these problems has to do with allowing negative quantities to occur. Let’s talk about why […]