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29May 2014
May 29, 2014

QuickBooks tip of the day: Automate the replenishing of your inventory by calculating how much you should order and when

Here’s how: Inventory Items in QuickBooks Enterprise have two fields to help automate inventory restocking: the Reorder Point (Min) and Max fields. By establishing preferred Min and Max stock levels for each item, you can use a […]

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26May 2014
May 26, 2014

QuickBooks tip of the day: Create unique custom roles for each of your users and track what that user does

Everyone that uses your QuickBooks file should have a unique log in. This protects your company file from unwanted viewers and helps protect you against fraud or theft because you can view what each user has done in the file.
There are 14 pre-defined roles that you […]

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24May 2014
May 24, 2014

QuickBooks tip of the day: Custom fields with lists

In all QuickBooks desktop financial products you can create custom fields that are a text box. However, in QuickBooks Enterprise Solutions, you can create a custom field with a multiple choice list. A perfect example is to add a Requester field to a purchase order. Making the options […]

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22May 2014
May 22, 2014

QuickBooks tip of the day: Open up two company files at the same time

Open a company file.
From the File menu, choose Open Second Company. Select a different company file. At the bottom of your tool bar you will be able to toggle between the two company files. Keep in mind there are certain tasks you cannot do in the secondary […]

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20May 2014
May 20, 2014

QuickBooks tip of the day: Moving Columns on Your Reports

Some users don’t realize they can control the order of the columns on a customer report.  It’s important to make your reports appealing for the reader, so it’s nice to be able to customize reports in a way that makes sense.  Here are the steps […]

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18May 2014
May 18, 2014

QuickBooks tip of the day: Allocating Payroll Contributions and Taxes to Classes and Jobs

Did you know you can allocate payroll contributions and taxes to classes and jobs?  The first thing you need to do is make sure the Allocate payroll contributions and taxes preference is turned on.  To do this, go to Edit | Preferences | Payroll and Employees | Company Preferences and check […]

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