How to Connect QuickBooks Point of Sale to QuickBooks Enterprise
I normally recommend setting your preferences to Detailed item descriptions sent for customer charge account transactions only so your QuickBooks file doesn’t grow too large or end up needing more than 14,500 inventory items. But since you are already using QuickBooks Enterprise Solutions, you can choose to send detailed item descriptions to QuickBooks if you like.
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 Move a Customer Deposit out of a Liability Account and Book as a Sale in QuickBooks
What is the cleanest acceptable method for moving the deposit out of the liability account and booking it as a sale? In the past I have simply opened the original sales receipt and changed the item from deposit to the sales item, but I expect a CPA would shudder at the thought of altering a sales receipt after the fact. Plus, I run the risk of inadvertently altering the dollar amount, and that would cause all sorts of trouble.
Is there a simple solution?
Thanks much. I love your tips and tricks.
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 Setup QuickBooks for Job Costing
We’ve got a free 4-part QuickBooks for Job Costing series I did for Intuit a few years back. It’s at the very bottom of the page.
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 Link Expenses to Grants in QuickBooks
You can also create budgets by class or customer:job, but if the grant is multi-year I’d use an estimate instead. In this case, you’d create a customer:job and then create items for each grant phase. Then use the customer:job and the items on all your grant-related transactions including bills, checks, credit card charges (using the Items tab), and use the Job Estimates vs. Actuals report.
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



