Tag Archives : QuickBooks Guide


QuickBooks Inventory Counting | Improve Operations 2

QuickBooks Inventory Counting Does your business manage an inventory? In this article, we will explain how you can improve operations, increase customer satisfaction, and reduce theft with one simple action: counting. How often do you count the money in your wallet or purse? How often do you go through your refrigerator and pantry before you […]

How Much Is Too Much? – Maximum number of entries for different parts of QuickBooks

Maximum number of list entries (list limits and custom fields) Each list in your company data file can contain up to a maximum number of list entries.   List name Max number of entries (Pro, Premier) Max number of entries (Enterprise Solutions) Chart of accounts 10,000 100,000 (10,000 in version 12.0 and earlier) Total names: […]

Too Many Items

Retail Cashier

Data that is shared between QuickBooks and Point of Sale

Table Summary of Data Shared between QB Accounting and QB POS Data Type Point of Sale to QuickBooks QuickBooks to Point of Sale New and updated customer records (except account balances) X X Payments on account X Customer account balances and limits X New and updated active vendors X X Vendor payment terms X X […]

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 […]

Inventory Management

Rewards Gift

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 […]

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

Take a Prepayment

QuickBooks: Entering vendor prepayments or deposits for prepaid parts or services

When you order a part or a service from a Vendor, the Vendor may require you prepay a portion of the price before delivery. You can enter the prepayments, or deposits, in two ways: Write a Check to the Vendor and record the check to your Accounts Payable (A/P) account, decreasing the balance until you are […]

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 […]

Make a Deposit

QuickBooks Inventory Parts Notes Disappearing – QuickBooks Services

Lately there has been a rash of questions about a perceived bug in QuickBooks in several different discussion forums – how QuickBooks is not saving Notes on inventory parts. Fortunately, that isn’t what is really happening – rather than being a situation where data is lost it is just a case of the design. Your […]