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Monthly Archives: March 2012

How to Create Duplicate Orders in QuickBooks

Ruth…… I have 7 locations for 1 customer. They want duplicate orders for each location. I’m using Enterprise 2012, how do I accomplish this without entering each transaction 7 times. Thank you so much.

You’ve got two options:

  • Create the first order, go to Edit > Duplicate… and change the name to the new location and save.
  • You could also use the batch invoicing feature (Customers > Create Batch Invoice). The items and amounts have to be exactly the same, but it’s quickest way to generate multiple invoices.

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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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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How to Delete Memorized Reports in QuickBooks

Hello Ruth. Pardon the interruption.

I pulled a memorized report that was previously created by someone else called “AP Aging Summary for me” and found that there are thousands of dollars which is listed and shows we owe which are >90. I know for sure we are current on our bills.

I clicked on some of the vendors listed in the “AP Aging Summary for me” report and that they are not open invoices. These expenses were debit charges and the expense was entered by “writing a check”. I also opened another memorized AP aging report for paying bills and it does not show the same info as the “AP Aging Summary for me” report.

How can I correct this?

Delete the memorized report and use the AP Aging reports in Reports > Vendors & Payables instead. You can delete memorized reports by going to Reports > Memorized Reports > Memorized Reports List and right-click on the report you want to delete.


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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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Run a Detail Report of All Items Sold in QuickBooks Point of Sale

Hi Ruth. I am trying to run a report in QuickBooks POS that will show me in detail all items that have been sold during a specified time. What I am seeing so far is I have to look at each receipt to see what the charge was. Is there a quick report that can show me all in one place without looking at each receipt?

The Item Summary report (Reports > Sales) should give you what you’re looking for. You can modify the report so it totals by item instead of department if you like by selecting the Modify button, then Add or Remove Columns and selecting Item Name in the Sort By drop-down.


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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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Close the Books Manually in the Middle of a Fiscal Year in QuickBooks

Hi, I am a member of a 2 member LLC. As of March 9th, 2012, the other member decided to withdraw from the LLC. How do I close the books manually on that date? I need to disburse the net income to retained earnings and then to our individual equity accounts. Is that possible? If not, what are my options?
There’s no way to automatically close in the middle of your fiscal year. You could change your fiscal year in Company > Company Information, but it only lets you define the month not a specific date.You should do a journal entry instead. Just $0 out all your revenue and expense accounts and use the retained earnings account for the difference. You’ll get an error message that you shouldn’t use the retained earnings account on a journal entry, but in this case you can ignore it.


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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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!