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News Flash – QuickBooks 2012 Certification will no longer be available after Midnight, Pacific Time, July 15, 2013

Important notice: The QuickBooks 2012 Certification exam, training and course materials will no longer be available on the ProAdvisor Member website or in the Certification Course Locker after Midnight, PT, July 15, 2013.

Keep in mind that you need to be certified in three consecutive years in order to take the advanced certification exam, and this will be your last chance to add the 2012 certification.

Please Click Here to read more.


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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.

Ruth Perryman - QuickBooks Specialist 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 Delete Sales Receipts in QuickBooks POS

Is there anyway to delete a transaction in QuickBooks POS? I had an employee enter $1650 for the check amount instead of the check number. The transaction amount should have been for about $340.

You can’t delete sales receipts in QuickBooks POS. Instead, you should create a return receipt for the incorrect sales receipt and then re-enter the correct sales receipt.

  • Locate the original receipt in your Sales History.
  • Select Copy Receipt.
  • Select the Return Item button. Leave all items, quantities, prices, etc., the same as the original. Save this new return receipt.
  • Locate and copy the original receipt a second time. Make corrections on this copy to reflect the actual items, quantities, and prices of the sold merchandise and save.

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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.

Ruth Perryman - QuickBooks Specialist 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 Delete a Memorized Report in QuickBooks

Hi, Ruth, once again, I have a need for some QuickBooks advice, a question I can’t find the answer to on-line: how do you delete a memorized report from the memorized report list? I’m betting you know the answer off the top of your head!

I hope you’re doing well, and thanks!

You can delete memorized reports at Reports > Memorized Reports> Memorized Report List. Right-click on the report and select Delete Memorized Report.


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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.

Ruth Perryman - QuickBooks Specialist 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

Hi Ruth, sorry to bother you again, but we tried to figure out how we can import our customer list (hospital employees) from QuickBooks into Point of Sale without re-entering them all again. Our bookkeeper has all customers already on the QuickBooks, with their balances, and we think there must be an easy way to get the info into QuickBooks POS.

Can you help us?

Thanks.

Customer data is sent from QuickBooks to QuickBooks POS (and vice versa) during the financial exchange (Financial > Update QuickBooks). Here’s what’s exchanged:

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.

Ruth Perryman - QuickBooks Specialist 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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