Tag Archives : quickbooks tutorial

QuickBooks: Inactivate QuickBooks List Items With Excel

Inactivate QuickBooks List Items With Excel It’s not much trouble to make a few items inactive by hand in QuickBooks, but this approach falls apart when you have dozens or thousands of list items to affect. In this article I’ll show you how to easily inactivate QuickBooks list items with Excel. You will export the […]



QuickBooks: Inventory Counting

Does your business manage an inventory? In this article, I’ll 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 go grocery shopping? How […]

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 […]


Don't Reinstall for License

QuickBooks POS: Change license key without reinstalling

So, here is a nice little trick so you don’t have to uninstall and reinstall the entire QuickBooks Point of Sale in order to change the License Key Number. All you have to do is go to your Windows Control Panel and Repair the installation of QuickBooks POS. Here are instructions on how to do-so in the different […]

QuickBooks POS – Process a credit card in Point of Sale

QuickBooks POS Version 10 and Above Choose Point of Sale > New Sales Receipt. Enter items on the receipt and then click Credit. Select a credit card entry method: Swipe – Swiping the card may qualify your sale for the lowest rate, and is proof the card was present at the time of the sale. Manual – If […]

Credit Cards in Wallet

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

License Issues

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. […]

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 […]

Take a Prepayment


Store Unique Information in the Custom Fields in QuickBooks – QB Services

Every business has some sort of unique information that is important to its operation. While QuickBooks Desktop provides the places to store the basic information that every business needs, you will often find that you need to store additional data such as a customer’s vehicle registration number or the weight of an inventory item – […]