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 […]Read more
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 […]
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 […]Read more
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 […]
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 […]Read more
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 […]Read more