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Monthly Archives: July 2011

How to Track Income and Expenses for Different Teams in QuickBooks

I am looking to purchase QuickBooks. I am the treasurer of a school Athletic Booster Club. I currently use Quickbooks in my work as a bookkeeper for a real estate company. For the Booster Club, I need to keep up with income and expenses for 18 different teams. I know Quickbooks doesn’t offer job costing, but was wondering if the Class Tracking would work for something like this. What I don’t want is the balances to zero out at the end of the fiscal year. I need to keep running balances on each sport. Each sport will have a starting balance, and throughout the year, they will have income and expenses. Can you suggest the best way to do this? Someone else had suggested I could use the Customer, Sub-Customer system to do this. Could you explain how that would work? They said it was in effect Job Costing…which is what I really need to be able to do for this.
I recommend using classes. I wouldn’t use customer:jobs to track the teams because they aren’t your customers. Your customers are the parents or donors or whoever’s giving the team the money. I suppose you could have the teams be the customer and the parents/donors be the jobs, but then you’re going to end up with a very hard to read Profit & Loss by Job report. If you use classes, you’ll only need 18 of them.

Even though QuickBooks does close net income to retained earnings at the end of your fiscal year, the Profit & Loss report retains the total revenue and expenses for more than one year. You just have to remember to change your dates to All.


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Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.


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How to Change the Date on a Z-Out Cash Drawer Report in QuickBooks Point of Sale

Last week I forgot to do new payout, so I did it on the following day like I’ve done before. Well the cash drawer count is still on last weeks Thursday count or whatever day it was and it’s screwing me all up. Supposedly tonight I”m off by $10.00 even though I’ve double counted. When you have 5 seconds can you look at it. It’s the top report in cash drawer, Z out cash drawer. It’s stuck on $127.00.
It sound like you just need to change the date on your z-out drawer count report. Make sure to select Apply the Date Range once you do.

How to Change the Date on a Z-Out Cash Drawer Report in QuickBooks Point of Sale


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Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.


QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise

How to Create a Report for Total Products Sold During a Time Period by SKU in QuickBooks

Hi Ruth! Hope you had a nice weekend. Is there a way to create a report to view total products sold during a time period by sku? Thanks!
There are two Sales by Item reports in Reports > Sales.

How to Create a Report for Total Products Sold During a Time Period by SKU


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Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.


QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise

How to Get a Report for Miscellaneous Item Sales in QuickBooks Point of Sale

Hi Ruth. Is there any way to run a report to see/review sales of “Misc” items? This would be very helpful. (QuickBooks POS 10)
Reports > Sales > Item Summary shows Misc Items. If you only want to see your Misc Items, you can filter it by selecting Modify, Filter Data and entering Miscellaneous Item in the Item Name field. Once you get a report you like, remember to memorize it in the I Want To… menu.

Also always remember to select Apply Date Range after you change your report dates.


If we helped solve your problem, please consider posting a review for us!

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.


QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise