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Monthly Archives: June 2012

How to Add Manufacturer to the Sales Screen in QuickBooks Point of Sale

Hi. Question: I imported products into QuickBooks Point of Sale and then tried a sales receipt. I noticed the manufacturer was not on the sales screen so I tried to add it. There was no selection within fields to display on the sales screen. There is a field for vendor.I look at the vendor field as ‘who we buy the item from’ and the manufacturer as ‘who makes the product’. Sometimes these are the same.

I do want to see the manufacturer (ie the brand) on the sales screen, how do you recommend doing that?

Thank You.

Unfortunately, manufacturer isn’t one of the fields that can be added to a sales receipt. Your best bet is to create a custom field (File > Preferences > Company > My Field Labels). However, you can’t name it Manufacturer. I’d name it either Brand or Manuf.

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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 Send Reminders to Overdue Customers in QuickBooks

Ruth, good evening.

My wife purchased QuickBooks 2012 because her laptop upgraded to Win 7.

I’m writing on my own behalf for assistance with the customer center and mass e-mail reminders and late payments.

For some reason, customers that are no longer active are showing up in her listing when you goes to mass e-mail the payment reminders.

Is there a fail safe way to ensure you have the correct automatic billing methodology set up to accurately reflect this capability?

In particular, parents are billed on the first of every month….sounds simple enough. Yet when she goes to remind them about payments due–she gets customers not active, customers that paid automatically, and it is not an accurate listing.

She spends more time going individually through each customer to see if they really are coming due with payment for the month and unchecking boxes. Is there a better way to make sure she can keep the non-active customers and customers that automatically pay from being reminded?

Break…

Second issue….when it comes time for those parents overdue….she manually inputs/creates a new invoice for the late fees. This now shows up on/around the 10th of the month and when she goes to remind them the following month of last months balance, plus late fee, plus new month fees….it doesn’t really send one reminder but 3 separate emails for all the invoices. I’m hesitant to set up “add charges” automatic function as it is best for her to manually input these invoices at the time. 400 plus customers. So she individually clicks the email on each one to send the invoice….very very time consuming.

I know you can skin this by creating a manually invoice for the time period queried but how do you mass replicate this function….again without having to manually go into each parent’s account and quality control/flight follow the true overall balance?

Thanks for your assistance with this matter–I’ve been all over looking for Q/A assistance and you seem to be quite the teacher and guide!

I recommend sending statements instead (Customers > Create Statements). This gives customers more info than just a reminder and will only be sent to customers with unpaid balances. She can also choose to remove any customers before emailing them out from the File > Send Forms.

Assess finance charges through Customers > Assess Finance Charges. You’ll probably need to setup your finance charges in Edit > Preferences > Finance Charge > Company Preferences first.

I normally assess the finance charges then send out the statements so they’ll be included.


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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 Re-Use Deleted Items Numbers in QuickBooks Point of Sale

Hi. Question: I am working on importing items into QuickBooks Point of Sale and I need to clear the inventory each time. I do that by selecting all items and deleting. The left over is the item number generated does not start at 1 again. Is there a way to reset that or will it just be easier to uninstall and reinstall once I have the import file where it needs to be?

Thank You.

Ininstalling and reinstalling QuickBooks Point of Sale has absolutely no effect on your QuickBooks POS data file.

Once you delete an item you can re-use the item number, but you’ve got to import it with the item number entered in the worksheet.

It’s actually must faster to restore a backup when an import goes wrong. That’s why the default option when you’re importing is to create a backup. If you didn’t uncheck it, you should have several to choose from.


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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 Create Donors in QuickBooks

I am helping my pastor with his non profit ministry. I have training in QuickBooks but not in QB for non profits (which we have now purchased). My question is what do I enter donors under? Customers or is there something else? I would want to issue giving reports at the end of the year.
Yes, donors are customers 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.

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!