How to Delete a Memorized Report in QuickBooks
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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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How to Import Customer LIst from QuickBooks into QuickBooks Point of Sale
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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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News Flash – How will Memorial Day (Monday, May 27, 2013) affect my QuickBooks payroll processing?
To allow for the Memorial Day holiday, you might need to send payroll a day earlier than usual. Doing so will help you to comply with the Fair Labor Standards Act and ensure timely payroll tax payments.
If your normal paycheck date is on 5/27/13, you should:
- Change your paycheck date for your direct deposit employees to Friday, 5/24/13.
- Send your payroll:
- Do-It-Yourself Payroll (Enhanced, Basic, Standard) and Assisted Payroll – by 5 p.m. Pacific Time on Wednesday, 5/22/13.
- Intuit Online Payroll and QuickBooks Online Payroll - by 5 p.m. Pacific Time on Wednesday, 5/22/13.
- Intuit Full Service Payroll (IFSP) - by 3 p.m. Pacific Time on Wednesday, 5/22/13.
If your paycheck date is immediately before or after Memorial Day, consult the table that follows to find out when to send your payroll and when your account will be debited.
| If you date your paychecks for… | Send payroll by… | Your account will be debited on*… | Employees get paid on (Direct Deposit only)… |
|---|---|---|---|
| Friday, 5/24 | Wednesday, 5/22 | Thursday, 5/23 | Friday, 5/24 |
| Monday, 5/27 | (see message above) | ||
| Tuesday, 5/28 | Thursday, 5/23 | Friday, 5/24 | Tuesday, 5/28 |
| Wednesday, 5/29 | Friday, 5/24 | Tuesday, 5/28 | Wednesday, 5/29 |
| Thursday, 5/30 | Tuesday, 5/28 | Wednesday, 5/29 | Thursday, 5/30 |
*Accounts are typically debited before regular banking hours, so you should make sure you have funds in your account to cover the payroll on the day before the actual debit occurs.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
Web Store | Price List | Free Trials | Newsletter
How to Allocate Received Inventory to Customer Orders in QuickBooks POS
The term customer order collectively refers to layaways, sales orders, and work orders, which are used to record planned sales of merchandise and/or services to your customers.
These versatile documents can be used for a variety of purposes, including:
- Layaway of in-stock items, paid for via a series of deposits
- Sales orders for out-of-stock merchandise
- Special orders of new or custom merchandise
- Customer quotes or estimates for merchandise and/or services
- Tracking of repairs, alterations, warranty work, or any other service
Customer orders typically involve taking a deposit when the order is placed, optional additional deposits over a period of time, and ultimately final payment when the merchandise or service is recorded on a sales receipt.
The ordered items are deducted from inventory only after you record them on a sales receipt to fulfill the order. However, they are immediately reflected in your available quantities, so you can see at a glance if on-hand items are already promised to another customer. Point of Sale alerts you when you receive an item that is on an open customer order.
You can sell all the items on an order at one time, or partially “fill” the order by selling some of them as merchandise is received or services completed. When the sale is recorded, deposits previously taken are applied towards the final payment.
A permanent record of the order and sale is provided by the receipt(s) in sales history. Fulfilled customer orders can be safely deleted at your discretion.
In a multi-store configuration, each store creates and maintains its own customer orders. These order documents are exchanged between stores so that each store can view up-to-date available quantity information for all stores. However, customer orders created at one store cannot be viewed or filled at another store. The deposit and sales receipts created at remote stores to take deposits and fill customer orders are sent to Headquarters in the normal manner.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
Web Store | Price List | Free Trials | Newsletter
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